Strategic Capital Advisors

Integrating Strategic and Capital Planning to Maximize Shareholder Value

Our Approach

Fortress Partners Strategic Capital Advisors assists community banks in exploring strategic and capital-raising alternatives and designs strategic and capital plans to enhance shareholder value and achieve the organization’s most important goals and objectives. Our advisors work with banks that seek:

To re-examine and validate current strategies and business mixes To identify and evaluate new strategies, lines of business (including fee-based) and products To identify and employ the best set of strategies to achieve their goals and objectives Capital for organic growth or M&A Capital to comply with a regulatory order or replenish a capital shortfall Liquidity through the sale of the institution

Our Deliverables

We provide extensive written materials to you detailing and confirming the key findings of our studies of your bank and our recommendations. Our advisors will:

Assess your bank’s current situation based on interviews with management, directors and key shareholders Review your bank’s regulatory and financial status Evaluate your bank’s strategic plans Facilitate the development of a strategic plan, including an exploration of market and line of business opportunities Analyze board effectiveness Provide assistance to develop a capital plan in harmony with the strategic plan and the needs of the bank but consistent with the capital markets environment Advise on size, alternative structures (convertible and straight preferred shares, senior debt, subordinated debt (straight, convertible or with warrants) and common stock) Advise on alternative investment sources including board members, rights offerings, community offering, private placements including pricing and impact on shareholder value Identify and evaluate viable balance sheet repositioning alternatives such as asset sales, branch divestitures or sale/leasebacks TruPS buybacks and other debt retirement strategies

Who We Are

Fortress Partners advisors are seasoned commercial bankers, bank (and non-bank) directors, advisors, investors and entrepreneurs.  We have started, managed, purchasedand sold banks through diverse credit and economic cycles and, in diverse geographic markets.  We are active investors and investment managers in community bank equities.  As strategic capital advisors, we provide pragmatic advice based on hands-on experience in the management and oversight of banks and bank investments.  We will assist your bank to develop and implement strategic and capital plans we together formulate.  We draw on strong working relationships with banking professionals in law, accounting, investment banking and regulatory practices to identify appropriate expertise.

Fortress Partners Strategic Capital Advisors is compensated with a project-based consulting fee for its services.