Jeff Arnold

Associate Director

Transaction Advisory

Chicago - Headquarters, IL +1.312.583.3767

Areas of Expertise

Jeff is an associate director in the valuation and financial risk management practice with Navigant Capital Advisors, Navigant's dedicated corporate finance business unit.  He has more than 25 years financial services consulting and corporate experience and extensive experience working with financial service firms in a variety of capital markets, merger and acquisition, valuation, and strategic advisory assignments.

In a financial services consulting capacity, Jeff has worked with hundreds of mortgage companies, banks, thrifts, and finance companies, in providing corporate finance and valuation assistance. He has assisted in over 55 mergers and acquisitions in various capacities, assisted in the formation of a de novo internet bank, developed management reporting systems, provided sell-side advisory, and completed various entity valuations for the sale of company, tax and regulatory implications, and accounting issues.

 

Jeff’s industry experience includes P&L responsibility at a large national residential mortgage lender as well as an original co-founder of two middle market mortgage lenders in which he assisted in building profitable companies with a national footprint in both the prime and subprime sectors. He managed all facets of the companies including production, strategy, servicing, acquisitions, underwriting, loan file review (quality control), financial, technology, compliance, processing, closing, shipping, and warehouse facility relationships. He also completed the acquisition and integration of multiple companies.

The following likewise details Jeff expertise via his recent relevant experience in the industry.

  • Managed and performed multiple engagements related to the valuation of financial instruments, equity interests, tangible assets and intangible assets (including loans/leases, core deposit, mortgage servicing rights, customer relationships, trade names, and debt instruments, developed technology) primarily related to mortgage banking and the commercial bank and thrift industries.
  • Performed and managed multiple valuations in connection with mergers and acquisitions, divestitures, tax and financial reporting purposes (FASB ASC 805, FASB ASC 350, and FASB ASC 825) for various regional and money center financial institutions.
  • Assisted a $19 billion bank holding company with Model validation of a subsidiary IO strip Model, commercial loan ALLL reserve Model, and ROA commercial loan pricing Model. Also provided the bank assistance in the Model development / documentation of an IO strip Model specific to their sale of HELOC loans, with the retention of a residual IO strip.
  • Assisted a $6 billion bank holding company in reviewing and validating an internally developed Model used to value impaired loans under ASC 310-30.
  • Assisted various financial institutions with commercial and residential loan file reviews as well as the valuation of unique mortgage loans and pools for possible disposition.
  • Provided various acquirers/sellers of mortgage related institutions with acquisition/sale services such as: search, deal structure, valuation, negotiation, contract review, due diligence, implementation, strategy plans, tax and regulatory advisory, and accounting issues.

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Jeff Arnold

Associate Director

+1.312.583.3767

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