Our Community Banking practice combines the services of our Valuation, M&A Capital Advisory and Distressed Situations practices and tailors them to meet the unique needs of community banks. Our professionals have extensive transactional experience ranging from $100 million whole-bank acquisition advisories and IPO lead manager roles to valuation reports, fairness opinions and small private equity placements for community banks. Our team has deep experience in the industry, from both an external investment banking perspective and internal senior credit officer roles.
Client Bank Services
Strategic Planning
PW&Co can help your institution plan for the future with customized strategic planning services. Our strategic planning service helps prepare our clients to understand what types of mergers or acquisitions would be good alternatives to an organic growth strategy.
Valuations
PW&Co has expertise in bank stock valuations for ESOP, estate, strategic planning and other purposes. We also provide collateral valuations.
Workout Consulting
PW&Co advises parties to a loan where a borrower is experiencing financial distress whether the situation is in or out of bankruptcy.
Mergers & Acquisitions
PW&Co can help your institution merge with another institution, buy or sell a branch, or acquire or divest a portfolio of loans.
Capital Strategies
PW&Co can assist your institution in formulating a long-term capital plan and in accessing the capital markets.
Fairness Opinions
PW&Co can provide your board an expert opinion on the fairness of a variety of corporate transaction types.
Community Banking Team
Michael Stone, CFA
Director
Zac Venos
Financial Analyst
Our Community Banking Insights
Alabama Banking Almanac – 4Q22
We are pleased to present the latest installment of Banking Almanac, a comprehensive report on all Alabama banks and thrifts with data as of and for the twelve months ended December 31, 2022. Click here for Banking Almanac in PDF. This report examines Alabama institutions by a variety of financial measures: Total Assets Net... Read More >
