The success of your institution is our top priority.

Advisory Services

Let us sit down to analyze and discuss your specific needs. From there we’ll craft an ongoing strategy to further the success of your institution.

Community Bank Advisory Group

We provide comprehensive financial advisory services to assist your institution in achieving its strategic objectives, which may include mergers or acquisitions, branch divestitures, stock buybacks, stock option plans, and more. Our team has extensive experience executing M&A transactions and stock valuations.

Bank & Equity Strategies

Unique strategy consulting designed for large community banks. The needs of larger community banks are heavily influenced by their needs to serve larger customers, meet increased regulatory demands and continue to grow their franchises while managing risk of increasing complexity.

This consultative service specifically addresses:

  • Relative bank profitability
  • Potential sources of bank growth and momentum
  • Liquidity coverage ratios and management
  • Enterprise risk:
       ○ Capital adequacy and stress testing
       ○ Credit cycle monitor and loan loss modeling
       ○ Interest rate sensitivity
  • Investor relations scorecard and targeted investors