Gateway Asset Management provides custom advisory solutions to the banking, investment and financial services community including due diligence and portfolio evaluations of all classifications of commercial and consumer assets.Gateway has worked extensively with investment bankers and their Bank clients and numerous investor groups to assist in their evaluation process of the Bank. We have worked extensively with regulators and external auditors to understand that our work product is forward looking and for investment purposes only.We have been engaged for advisory services by over 150 FDIC Insured institutions, providing guidance to investment bankers, private equity, Bank boards, CEO’s and CFO’s of those institutions. We have analyzed over $150 Billion of specific pools of performing, under-performing and distressed commercial assets and $250 Billion of Consumer Assets owned by institutions under regulatory guidance from the OCC, Federal Reserve, FDIC and State Regulatory Agencies.Gateway advisory services are fully customized to meet the unique needs of the client. Gateway provides advice to Board of Directors and Executive Leadership teams on strategic direction and planning. Gateway can evaluate entire loan portfolios and provide analysis including core asset identification and buy/sell decisions including loss analysis and price indications including loan sale preparation and marketing support. Portfolio analysis can isolate known and potential problem areas as well as providing support of high quality portfolios pointing to the mitigating risk factors. Gateway performs stress testing and detailed analysis of sub-portfolios such as Option Arms, Interest Only, Investor properties, Home Equity and HELOCs.

Provide organizational review and operational assessments for financial services industry participants. Engagements include: business strategy, project management, information systems review including new system recommendation and implementation, independent distressed or special asset review and evaluation, portfolio review and analysis, strategic alternatives review and recommendations. Additional assignments may include financial review, analysis, projections and pro-forma including enterprise risk management review, benchmarking, business plan creation, market research, competitor analysis and strategic planning.