![invictus-si-logo-1](https://www.invictusgrp.com/hs-fs/hubfs/invictus-si-logo-1.webp?width=550&height=155&name=invictus-si-logo-1.webp)
M&A Advisory Services & Strategic Intelligence
Invictus SI shows banks a new way of strategic thinking that enhances profitability and reduces risk
Detailed loan reports by industry, giving unique actionable intelligence
Proprietary bank metrics to help maximize franchise value
Unique M&A toolkit
Continuously updated bank footprint
Invictus SI offers banks a revolutionary approach to strategic planning and M&A that fosters board involvement.
Our data-driven system increases a bank’s ability to control risk and credit, while boosting profitability and identifying unique growth opportunities.
- Focuses on industry segments within the bank’s footprint, which increases your forecasting ability and gives competitive insights into loan pricing. Using a loan-level analysis of the bank’s historical performance within each industry segment and incorporating national and regional industry growth scenarios, your bank gets a blueprint of how, when, and where to grow.
- Dramatically changes the role of directors and their interaction with management due to the shift in focus from loan categories to industry segments with their loan category segmentation.
- Redefines the value and function of stress testing and capital adequacy analysis. Traditional stress testing has evolved into a regulatory exercise with credit risk empirically based on historical experience. While this conforms to regulatory requirements, it does not address the increasing pro forma real-world risk as certain industries face contraction due to pandemic shifts and Fed actions.
- Allows the realistic evaluation of M&A transactions. We not only identify target banks within your footprint and beyond, but we also help you find and close the deal that makes the most strategic sense.
Invictus SI gives you a competitive advantage the minute you begin using it.
Strategy Corner
![The Evolving Role of Management and Directors in a Post-Pandemic World The Evolving Role of Management and Directors in a Post-Pandemic World](https://www.invictusgrp.com/hubfs/blog-091421-885x319-1.webp)
The Evolving Role of Management and Directors in a Post-Pandemic World
Many community bankers and their boards are entering ...
Read More![blog-072121-885x319-1 blog-072121-885x319-1](https://www.invictusgrp.com/hubfs/blog-072121-885x319-1.webp)
Strategic Analysis Should Surpass Investment Banking Ties in Bank M&A, Expert Says
As community and regional bank mergers and acquisitions ...
Read More![blog-011521-885x319-1 blog-011521-885x319-1](https://www.invictusgrp.com/hubfs/blog-011521-885x319-1.webp)
News Alert: Regulatory Advice on What banks Should Do in 2021
With the economic impact of the coronavirus still ...
Read More![blog-090420-885x319-1 blog-090420-885x319-1](https://www.invictusgrp.com/hubfs/blog-090420-885x319-1.webp)
Forget Loan Categories: The New Way to Look at Post-Pandemic Community Banking
The pandemic has upended the very nature of ...
Read MoreInvictus Strategic Intelligence Partners
![kamal kamal](https://www.invictusgrp.com/hubfs/Website%20Graphics/kamal.webp)
Kamal Mustafa
Chairman
![leonard-727x1024 leonard-727x1024](https://www.invictusgrp.com/hubfs/Website%20Graphics/leonard-727x1024.webp)
Leonard J. DeRoma,
Chief Financial Officer
![George George](https://www.invictusgrp.com/hubfs/Website%20Graphics/George.webp)
George D. Callas,
Chief Revenue Officer