FIRM OVERVIEW
Ambassador Financial Group’s mission and focus is to assist institutional clients in achieving their strategic goals and objectives. Our broad range of services combined with our team’s personal service and expert advice enables us to build long-term, value-added relationships. We consider ourselves an extension of each client’s team and view their goals as our own. Our clients encompass a wide range of institutions such as banks, thrifts, credit unions, insurance companies, trust companies, asset managers, specialty lenders, and more. Our suite of services include:
Balance Sheet Strategies
Mergers & Acquisitions
Capital
Markets
Balance Sheet Strategies
Our Balance Sheet Strategies Team provides bespoke fixed income, whole loan, and BOLI advisory and execution capabilities to serve the unique needs of our clients. We have a deep understanding of how all components of the balance sheet come together which allows us to effectively manage interest rate risk, credit risk, liquidity positioning, and capital. Our team leverages analytics, market knowledge, and industry expertise to help clients optimize their balance sheets and drive sustainable financial performance.
Mergers & Acquisitions
Our Mergers & Acquisition Team provides clients with a full suite of services to include M&A advisory and execution, branch acquisitions and divestitures, fairness opinions, valuations, board presentations, and more. The team also works hand in hand with the Balance Sheet Strategies Group to identify, evaluate, and execute comprehensive balance sheet strategies to optimize the return outcomes on acquisitions and other strategic transactions.
Capital Markets
Our Capital Markets Team provides comprehensive capital planning, modeling, and capital raising execution capabilities for public and privately held financial institutions. We leverage deep market insight, analytics, and an extensive distribution network to assist clients in optimizing the capital stack. Our team has decades of experience and a proven track record of raising capital for clients in both good and challenging market environments. We have executed public and private offerings across the capital stack to include Senior Unsecured Debt, Senior Secured Debt, Subordinated Debt, Preferred Equity and Common Equity.
Integrity at the Core of Our Values
Our corporate culture is based on trust, integrity, and doing what is in the best interest of our clients. To perpetuate that culture, we hire and train talented people who share our principles and are committed to following the Chartered Financial Analyst Code of Ethics.
