Our mission is to provide high quality and unimpeachable financial advisory services — principally bank merger & acquisition advice, bank brokerage services, and bank stock valuations — in a timely and cost-effective manner to our core clients, which consist of U.S. community banks and their owners.
Our mission determines the priorities of our professional engagements and the way in which we measure our accomplishments. Our sole focus is on ownership issues concerning U.S. community banks. We serve only those clients whose needs are related to our mission or whose underlying goals are in harmony with it.
Our professionals possess three basic characteristics:
We believe all three attributes are essential for effectively implementing our mission. And by displaying these attributes, we believe we attract long-term clients that possess the same basic qualities.
Our professionals work within a framework of shared values: