Advisory Services

The Caplantic Advisory Service Line offers a combination of pre-transaction advisory with ongoing risk management services such as reporting, rating and valuation to ensure the best possible support throughout the lifecycle of an investment.

It is out of the question that current challenges impose increasing competitive pressure on financial institutions. However, those who deal with challenging issues such as ESG and digitalisation at an early stage can take on a pioneering role and obtain a leading competitive position.

Portfolio & Deal Advisory Services

Caplantic provides asset-analysis services and coordinates the Due Diligence process from the indicative offer until the closing of the transaction
Most projects include advisory and continuous support services at the asset analysis, benchmarking, prices, structuring and due diligence of the deal
Furthermore, Caplantic accompanies our mandates during each step and supports with communication to investors or other stakeholders

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Current Market Opportunities & Challenges

We help our customers deal with challenging issues at an early stage so they can take on a pioneering role:
- The profound changes through digital transformation barely affect any other industry as strongly as the financial sector
- Driven by both regulatory requirements and investor demand, sustainable finance has become a key issue

Strategic Asset Allocation

The ever-changing market environment coupled with constant regulatory change are two of the many challenges banks are facing today
Besides that, profitability of business models is under constant scrutiny, increasing the need for RWA- and balance sheet efficient solutions
We offer flexible and tailor-made advisory services to ensure profitability based on the customers risk appetite

Risk Management Services

Caplantic offers Risk Management services, e.g. Rating, Valuation, Reporting as well as Data & Modelling from a single source
The support throughout the entire life cycle of the transaction ensures a smooth and easy process for our customers.
Consistent and reliable risk assessments are key for internal processes and management facing ever changing regulatory environment and market changes
Caplantic offers its customers different service packages following regulatory requirements and proven tools by authorities

Excerpt Track Record

ESG product advisory for a European Commercial Bank

Caplantic was mandated by a European commercial banks to advise on the development of sustainable debt investment formats (article 8) and draft of corresponding sales material (e.g. investment teasers) for the distribution/placement of the products.