"Driving solutions around complex financial issues, special situations and opportunities"

Overview

Mission

image1

Helping clients achieve business objectives by articulating and driving solutions around complex financial issues, special situations and opportunities

Approach

image2

An independent advisor established to provide a range of strategy, risk and transaction advice



About Financial Point

Differentiators

image3

A trusted, senior advisor leveraging extensive global experience, deep insights and sharpened perspective

About Financial Point

Areas of Focus

image4

  • Strategy and options
  • Business and financial asset valuation
  • M&A (sell-side & buy-side, business & financial asset portfolios)
  • Financial due diligence
  • Risk assessment
  • Bank restructuring
  • Resolution and liquidation planning
  • Wind down
  • Credit portfolio management


Managing Principal

image5

  • Over 30 years of international experience
  • Trusted advisor to corporates, financial institutions, private equity and governments
  • Extensively advised across the range of strategy, risk and M&A
  • Assessed, structured and executed solutions addressing financial sector crises, restructuring and reform

FIND OUT MORE

Select Experience

image6

  • M&A - Sell-side
  • M&A - Buy-side
  • Capital markets
  • Valuation
  • Resolution planning
  • Credit portfolio management


  • Note:  Includes Managing Principal's career experience prior to Financial Point Advisors                    

Find out more

Managing Principal

image7

Robert Young

Robert Young is the Managing Principal of Financial Point Advisors, LLC. He leverages over 30 years of global commercial banking, investment banking and financial advisory experience to provide a range of strategy, risk and transaction advice to corporate and financial sector clients. 


Robert has operated in a range of industry and advisory capacities across multiple financial sector crises in the U.S., Asia, Europe and globally.  Being at the coalface through such crises and the follow-on restructuring and reform enables Robert to deliver deep insights and sharpened perspectives.

Prior to Financial Point Advisors, Robert spent 17 years with Deloitte member firms globally where he established and managed client service offerings in Asia, Europe and the Americas. He has extensively advised corporates, financial institutions, private equity and government clients in relation to special situations including the assessment, structuring and execution of business and financial asset portfolio strategies and transactions.

Robert began his career as a commercial banker in the U.S. where he held leadership and management positions in corporate banking, credit portfolio management, restructuring, principal investments and special situations advisory.

Robert received both an MBA and BBA from Baylor University. He holds Series 24, 7, 79 and 63 securities licenses.  He is certified as a Financial Modeling & Valuation Analyst (FMVA) by the Corporate Finance Institute. Robert enjoys travel (especially historical and cultural), golf (a member of the hole-in-one club) and distance running (10 marathons completed and counting). 


Securities-related services are offered by Robert Young, who is licensed with Britehorn Securities, a registered broker-dealer (member finra/ sipc ) www.britehornsecurities.com 1888 Sherman Street, Ste. 770, Denver, CO 80203.  Financial Point Advisors, LLC and Britehorn Securities  are not affiliated entities.  http://brokercheck.finra.org/Firm/Summary/36402 

Back

Select Experience

image8

M&A - Sell-side

  • Region – Americas
  • Role – Sell-side Advisor
  • Situation – Company seeking the sale of the entity or underlying assets
  • Scope – Strategic options; market assessment; sale execution including marketing materials, data room preparation, indicative value range, bidder identification and liaising, bid process, bid selection, purchase and sale agreement and closing

M&A - Buy-side

  • Region – Europe
  • Role – Buy-side Advisor
  • Situation – Private equity acquisition of a pan-European residential mortgage origination platform, associated mortgages and securitization trusts
  • Scope – Data tape analysis; stratifications; due diligence on the business, loan origination and servicing platforms, credit portfolios and securitizations; investment committee presentation support 

Capital Markets

  • Region – Asia
  • Role – Subject matter expert
  • Situation – Asian Central Bank seeking to establish an international loan sale market
  • Scope – Workshops and consultation around requirements and approach

Valuation

  • Region – Europe
  • Role – Advisor
  • Situation – European government required valuation of financial institutions required as part of an IMF bailout
  • Scope – Due diligence; net asset valuation 

Resolution Planning

  • Region – Americas
  • Role – Advisor
  • Situation – Global financial institution required valuation, scenario analysis and strategy development as part of 165(d) and CIDI plan submissions
  • Scope – Business and financial asset portfolio valuation; development and drafting of failure scenario, recapitalization and liquidation strategies (including technical, financial and execution elements) designed to be compliant with applicable regulations 

Credit Portfolio Management

  • Region – Americas
  • Role – Senior loan workout officer
  • Situation – Private ‘bad bank’ established by a U.S. commercial bank as part of an overall restructuring plan
  • Scope – Credit portfolio assessment; business plan development; asset management; restructuring; disposition

Back

Contact Us

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Financial Point Advisors, LLC

105 West 86th Street, #215, New York, New York 10024

+1 347.453.4573