What We Do

Danielson Associates focuses on helping management and boards of financial institutions adapt to the changes within the banking industry and determine their future direction. These services focus on maximizing value based on the goals of the organization – maximize shareholder value, improve earnings, expand the bank’s branch footprint, grow assets and leverage capital, raise capital, launch a new line of business or change its product focus.

The firm also assists with exit planning, advising banking executives on the best way to plan for an exit in one to three years or reviewing the current sale environment. When considering a sale, Danielson assists by reviewing the value a bank brings to the table in terms of “franchise” value.

Danielson also helps groups or individuals that are considering starting a bank. The firm is experienced in assisting organizers in planning before funds are raised and applications are filed. We advise on key issues such as the regulatory environment and the amount of capital necessary. The firm can also provide an analysis of various alternate strategies employed successfully by other organizers.

We take pride in the fact that we can customize a project to meet your specific needs.