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About Us Leadership Arnold G. Danielson David G. Danielson G. Lawrence Warren John D. Putman Gary S. Shaivitz Mallory A. Naill History The Go Team G. Lawrence Warren Robert P. Corcoran Mark A. Riley Mark A. Semanie Eric Van Orden Gary S. Shaivitz Services Capital Plans Strategic Planning Valuations Fairness Opinions Mergers & Acquisitions Advisory New Bank Startup Board Retreats Director Surveys Branch Purchase & Sale

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Our Services

Capital Plans
How much capital a bank needs to meet regulatory require-... more>

Strategic Planning Services
How to maximize earnings and enhance shareholder... more>

Valuation Services
Determining the value of a banking institution is a key part... more>

Fairness Opinions
In a sale, merger of equals, acquisition, or a going... more>

M&A Advisory
In the purchase or sale of banks, thrifts, insurance agencies... more>

New Bank Startup
A feasibility study, pro-forma financial projections and... more>

Board Retreats
Hearing an outsider's view of trends in the industry (local... more>

Director Surveys
A survey of board members and executives is a good, and... more>

Branch Purchase & Sale
Selling branches or finding ones to buy is not as straight-... more>