We are Harbor Light Advisory
Harbor Light Advisory is composed of senior executives from the financial services industry. Our leadership team has served in leadership positions at some of the largest and most respected financial companies in the world, gathering unsurpassed experience that includes:
- Mergers and Acquisitions
- Operational Optimization and Design
- Human Resources
- Strategic Evaluations
- Growth Readiness
We use our experience to help organizations overcome whatever challenges they may be facing and achieve their goals.
What We Do
Harbor Light Advisory offers a wide array of services:
Mergers & Acquisitions
- Develop strategy
- Regulatory dialogue
- Advise on specific transactions
- Advisor selection / fit
- Integrating acquisitions
Human Capital
- Executive Search
- Training Support
- Benefits Assessment and Analysis
- Compensation Assessment and Analysis
Growth Readiness
- Leadership selection
- Technical & operationally scalability
- Navigating crossing the $10B threshold
Strategic Evaluation
- Assessing the business model
- Should it be a buyer or a seller?
- Strategic Planning
Operational Optimization
- Organizational design / improvement
- Business transformation
- Maximizing operation leverage
- Evaluation of unprofitable lines
- Market research and analysis
- Operational improvement / automation
Board Related
- Strategies on engaging with the board on challenging / complex topics
- Assessing board composition
- Identifying potential board members
Our Leadership Team
Meet the team at Harbor Light Advisory:
Darren Smith
Partner
Darren is the CEO of Smith Consulting Group. Former Fiserv Executive leading product architecture and development for the large banking division.
Jeff Bray
Partner
Jeff has executed over 20 M&A Integrations at Bank of America, DFC Global, and Seacoast Bank. Led the development of a digital lending business that delivered $400 M in revenue annually in 4 years.
J. Randolph Bryan
Partner
Randy Bryan is a dynamic management executive and strategist with a successful track record in steering diverse organizations through mergers and acquisitions, accelerated growth, and turnaround stages.
Lisa Mead, Esq.
Partner
Has over 30 years of employment law experience, helping clients proactively create and maintain legally compliant and engaged work environments. She also has over 20 years of direct executive management experience and serves on several financial service institutions Board of Directors.
Whatever challenges your organization is facing, we can help you overcome them!
Let’s connect and see what we can accomplish together.