FINANCIAL CONSULTING
EDDM Financial Consulting provides real-life financial guidance to identify and manage our clients’ objectives and insurance needs. We work with individuals, families and small businesses at any stage of their financial trajectory.
Our team works closely with our clients to solve the simplest or most sophisticated financial needs. As a family owned and operated firm with over 45 years of experience, we are able to provide solutions designed to enrich and simplify our clients’ financial well-being. As independent fee based advisors, we provide objective “solution-driven” advice.
Especially over the past few years, we’ve seen times of prosperity, uncertainty and possibility. Our approach to wealth building is grounded in a deep understanding of who our clients are, and has brought us the success we care about most: highly satisfied, loyal clients whose relationships with us span generations.
The premise is simple: good advice makes a measurable difference. For each client, we craft a customized strategy around five essential wealth practices: invest, borrow, spend, manage and protect. The support we provide around these practices empowers our clients to confidently navigate the unpredictable and unexpected.
Our leadership team has the knowledge and experience necessary to guide you through all of it, with specialized strategies that take into account your personal goals and objectives.
Transaction Opinions
In order to bolster decisions or manage perceived conflicts of interest, it is critical to seek an independent transaction advisor. Amid increased scrutiny of transactions and risks of litigation, you need qualified, objective advisors who can stand by and support their opinions during both the critical phase when a deal is being executed and after a transaction has been consummated.
Fairness opinions are considered a best practice in many types of transactions and can help protect board members and other fiduciaries against monetary judgments and reputational risk should the deal result in litigation. Solvency opinions performed in connection with highly leveraged transactions provide support and confidence to key stakeholders that the company has the ability to continue servicing debts and maintain ongoing operations, and that the deal will not result in a constructive fraudulent conveyance.
EDDM Consulting provides fairness opinions and solvency opinions across a wide range of industries, deal sizes, and deal types. We leverage proven valuation techniques, sophisticated financial and cash flow modeling, thorough industry analysis, and extensive due diligence to provide transaction opinions that are independent, well supported, and highly responsive. Because each and every opinion is reviewed by Stout’s transaction opinions committee, we provide fiduciaries with a greater level of assurance that the transaction was diligently investigated and reviewed.
STRATEGIC COST REDUCTION
We help financial institutions capitalize on business growth opportunities by identifying, customizing, and implementing strategic cost reduction initiatives. Our approach prioritizes sustainable, non-labor cost optimization opportunities that deliver savings while maintaining or enhancing operations and service levels.
Featured services include:
- Strategic Sourcing & Procurement
- Procurement Transformation
- Supplier Diversity & Sustainability
CYBERSECURITY
To confront uncertainty and mitigate risk from fraud, we help our clients select, implement, and manage best-in-class cloud, access management, and cybersecurity solutions to build their resilience and position their organization to withstand constant threats.
Featured services include:
- Identity & Access Management
- Cloud Security (AWS/Azure)
- Endpoint (Mobile Security)
- API Security & Tokenization
DIGITAL & TECHNOLOGY TRANSFORMATION
We bring extensive experience modernizing legacy systems, harnessing, and customizing contemporary fintech solutions to support our clients on their digital transformation journey. Leveraging advanced analytical capabilities and an agile approach, we automate and streamline operations to create frictionless customer experiences and help our clients quickly respond to changing regulations.
Featured services include:
- Enterprise Data Management
- Application Modernization
- Cloud Data Engineering
- Digital Experience (UX/CX)
- Process Optimization
- Advanced Analytics
M&A STRATEGY AND SUPPORT
Through every stage of the deal lifecycle, we advise our clients on how to realize financial and operational synergies. We combine a deep understanding of the sector’s risk, regulatory, and supplier landscape with data-driven insights to navigate inherent M&A complexities so that our clients can focus on keeping the deal moving forward.
Featured services include:
- Pre-Acquisition Due Diligence
- Data & Technology Integration
- Process & Resource Optimization
- Supplier Contract Evaluation/Synergies
- Integration Program Management & Reporting