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Banks Street Partners makes headlines as a financial adviser to our clients when they raise capital and participate in M&A transactions, but even more frequently we can be found behind the scenes evaluating and crafting long-term strategic plans with our clients. Given today’s regulatory environment and oversight, it is more imperative than ever to have updated and reasonable goals for your institution. BSP is ready to assist your board of directors and executive team in developing, updating and/or improving your strategic planning materials, including internal strategic documents and regulator-required business plans and capital plans.

Board Retreats and Strategic Planning

Most financial institutions conduct an annual board of directors retreat to discuss strategy and update an internal strategic plan. BSP frequently facilitates these retreats to update directors on trends in the industry, pricing and activity in the capital and M&A markets, and their institution’s relative positioning to peers and in-market competitors. As requested, BSP also reviews its clients’ strategic plans and provides feedback based on each client’s unique objectives.

Business and Capital Plan Reviews

Besides the internal strategic plan, institutions often have business plans and/or capital plans they must follow. Often, these documents are part of the regulatory relationship and important to the institution being permitted to pursue its overarching strategy. BSP has helped several clients over the years with constructive review of these documents during the drafting phase.

Board and Management Consulting

Given our experience working with C-suite management and interacting with boards of directors of a wide array of financial institutions, as well as certain of our team members experience serving on various boards, BSP is regularly asked to visit with and opine on key issues facing company leadership.  We welcome the opportunity to share our experiences and opinion of best practices.

Financial Modeling    

BSP is frequently asked to act as an extension of a financial institution's finance team and lend its expertise by providing third-party financial modeling and opinions related to the consideration of key strategic ideas.  BSP stands ready and willing to assist in whatever specific capacity may be needed by your company.

Contact Us

We love meeting new people! We look forward to talking to you and discussing your needs.

Atlanta Office

3290 Northside Parkway NW
Suite 800
Atlanta, GA 30327
Phone: 404-848-1571

Charlotte Office

200 Providence Road
Suite 207
Charlotte, NC 28207
Phone: 704-228-0556