Built for Banks.
From the CFO Chair.
Falconer Advisory provides strategic financial counsel to community and regional banks navigating growth, acquisition, and balance sheet complexity.
CFO Leadership
Services Leadership
as Public Company CFO
Improvement at ONB
Advisory Built on the Experience of Doing It.
Falconer Advisory provides CFO-level strategic counsel to community and regional banks navigating growth, acquisition, and balance sheet complexity. The firm works directly with bank CEOs, boards, and leadership teams on the decisions that define institutional performance.
Engagements are built around a simple premise: the most valuable advisory relationships are ones where the advisor has sat in the chair. Every engagement at Falconer Advisory is led by a former public company bank CFO with direct experience scaling an institution through multiple rate cycles and a transformational acquisition.
Falconer Advisory works with community and regional banks from $500 million to $20 billion in assets, with a particular focus on institutions at an inflection point — preparing for growth, evaluating M&A, or building the financial infrastructure to support the next chapter.
Meet the Founder, Brendon FalconerStrategic Advisory Services
Practical counsel from an executive who has navigated each of these challenges from the CFO seat.
Capital & Balance Sheet Strategy
Capital structure optimization, ALM positioning, DFAST stress testing, CECL/ACL governance, and investment portfolio strategy through multiple rate environments.
M&A Advisory & Integration
Independent diligence, challenger model development, TBV dilution analysis, regulatory capital planning, deposit attrition modeling, and post-close finance integration.
Financial Analysis & Strategic Planning
Instrument-level profitability, management reporting infrastructure, investor narrative development, and finance function assessment and optimization.
Perspectives on Bank Strategy, Capital, and Growth
Practitioner-level analysis on the topics bank CFOs and executives are navigating right now — M&A execution, balance sheet positioning, AI applications in banking, and the current rate environment.
Let’s Talk About Your Institution.
Falconer Advisory takes a limited number of engagements to ensure each client receives direct attention. If your bank is navigating a strategic inflection point, we’d welcome the conversation.