Bank Strategic Planning

When it’s time to define the appropriate path to take in the effort to maximize shareholder value, leverage the experience of Sheshunoff & Co. Investment Banking to identify and evaluate various strategic alternatives.

Maximizing Value

Almost all bank Boards at one time or another reach a point where they are unsure about the appropriate path to take in the effort to maximize shareholder value. Whether the right answer is considering bank mergers, seeking bank branches for sale, or a host of other opportunities, Sheshunoff & Co. Investment Banking will help you identify the best route to a successful outcome through bank strategic planning.

At Sheshunoff & Co. Investment Banking, we have a proven tool — the Shareholder Value Matrix — that has helped many bank Boards identify and evaluate various strategic alternatives. The process analyzes each of the bank’s strategic alternatives and establishes a common benchmark by which all are measured. The ultimate goal of the process is for the Board to reach unity around the proper strategic direction that is best for their organization.

Options to Consider During Bank Strategic Planning

Strategic options for maximizing value can include, but are not limited to:

  • Buying another bank or branches
  • Opening more branches
  • Engaging in a Merger of Equals
  • Increasing dividends
  • Initiating stock buybacks
  • Sub-chapter S conversion Branch or business divestitures
  • Capital initiatives

The bank strategic planning process and Shareholder Value Matrix can be updated every few years to ensure you continue on the best path to maximizing value for your shareholders.

Call us at 800-279-2241 to find out more about the Shareholder Value Matrix.

A Valued Leader in Community Bank M&A

Advising community and regional banks in the U.S for more than 25 years.

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800.279.2241 512.472.4000