Products and Services

CAMELS Consulting Group works with Directors, Chief Executive Officers, and regulatory agencies, taking an active consultative management role that swiftly produces desirable results. Our advisory services center on the fundamental building block of ‘increasing shareholder value.’

A Tool Box of Solutions

As a community banker, you know there are many challenges to maintaining long-term shareholder investment interest. CAMELS Consulting Group has a ‘tool box’ of solutions focused on increasing shareholder value driving greater organic growth and profitability for your bank.

Stock Navigation Program

Effective Management of Long-Term Investor Interest

  • Provides guidance in establishing an internally managed Investor Relations Program
  • Establishes annual calendar and identifies needed community connections
  • Uses of social media and methodology of distribution of corporate messages
  • Driver of continuous shareholder touch points and prospective investor out-reach
  • Elevate annual shareholder meeting making shareholders an integral part of the company
  • Focus on ownership strategies and instill a culture of ownership in all stakeholders
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Self-Directed IRA Resource Center

CAMELS Self-Directed IRA Program is accessed through a subscription-based website offering comprehensive tools for:

  • Increasing common stock liquidity
  • Encouraging consistent stock purchases
  • Handling large block sales without needing to rely on stock buy-back programs.
  • Gaining immediate access to funds already set aside for long-term investment supporting future capital offerings.
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Financial Advisory Services

CAMELS’ deep experience and expertise can assist your bank in improving operational efficiency, profitability and shareholder value through:

  • Targeted, side-by-side analysis and individual branch analysis
  • Formation of new banks, holding companies, trusts, and other strategic business units
  • Takeover defense strategies
  • Peer group analysis and performance perspectives
  • Development of financial reports and special assignments
  • Expansion consultations and reviews of corporate structure
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CAMELS Stock Transfer Desk

CAMELS Stock Transfer Desk is specifically designed for privately held banks providing:

  • An orderly process for the buying and selling of shares
  • A program that addresses structural, accounting, operational, compliance, and marketing
  • Training with extensive educational resources—including sales scripts
  • A greater level of liquidity for shareholders and the communication of fair market value (FMV)
  • Shareholders with confidence in ownership and the ability to handle large block transactions
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Stock Valuation Program

Benchmarking Today’s Value for Tomorrows Growth

CAMELS Stock Valuation Program provides quarterly valuations supported by annual benchmarking updates specifically designed for publicly and privately held community banks including:

  • ESOPS; option plans; warrants; buy-back fairness opinions, and self–directed IRAs
  • Internal Trading Desk support for establishing fair market value (“FMV”)
  • Dividend Re-investment Programs; large block sales, minority share pricing
  • Guidance for establishing forward multiples
  • Provides annual and continuous quarterly reviews (FMV Program)
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CAMELS ShareholderLink

Identifying Opportunities, One Name at a Time

CAMELS ShareholderLink offers a unique combination of discovery, intent, and processes for answering one key question … Where will I find my next shareholder? CAMELS ShareholderLink is the first shareholder and investor identification and tool, that:

  • Increases the liquidity of your stock
  • Re-invents your shareholder base
  • Supports capital offerings
  • Drives greater organic growth
  • Provides an internal trade desk, and
  • Establishes a direct communication link for increased investor relations
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CAMELS BusinessLink

CAMELS BusinessLink Expands Relationships for Greater Profitability

CAMELS BusinessLink offers a unique combination of discovery, intent, and processes for answering one key question … Where will I find my next customer?

  • Provides immediate focus to bank wide sales efforts
  • Supports a culture of self-management
  • Continuous sales pipeline development and advancement
  • Track sale by product, officer, location, or event
  • Builds stronger relationships by tracking customer needs
  • Automatically identifies next steps, and more
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Financial Advisory Services

CAMELS’ deep experience and expertise can assist your bank in improving operational efficiency, profitability and shareholder value through:

  • Targeted, side-by-side analysis and individual branch analysis
  • Formation of new banks, holding companies, trusts, and other strategic business units
  • Takeover defense strategies
  • Peer group analysis and performance perspectives
  • Development of financial reports and special assignments
  • Expansion consultations and reviews of corporate structure
Learn More

Capital Planning

  • Capital plans, regulatory response support
  • Dividend strategies (payout, frequency, and type)
  • Provides organizational readiness, guidance, and implementation for private/secondary offering
  • Consideration of debt/capital structures
  • Inclusion of capital preservation programs (DRIP, Self-Directed IRAs)
  • Focus on bank holding company capital levels … lessons learned
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Corporate Governance

  • Continuous review of Articles of Incorporation and Code of Regulations
  • Positioning for potential capital offerings focusing on any corporate restrictions
  • Planning well ahead of annual meeting for potential corporate changes (eg. removal of shareholder rights)
  • Board structures and processes of retirement, new members, compensation, and responsibilities of growth
  • Preparation of board structure for acquisitions and reinventing the board for current community attachment
  • Strategic advisory services
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Engagement and Market Activities

  • Facilitation of Strategic Retreats
  • Presenter at Annual Shareholder Meetings
  • Special Board Retreats
  • Staff meetings focusing on ‘Importance of an Ownership Culture’
  • Industry keynote speaker
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Not Sure Where to Start? Get the CAMELS Guide!

Stock Valuation Report

Many of our engagements begin with a board level Stock Valuation Report.

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Testimonies

    • CAMELS Stock Valuation Program provides shareholders an indication of FMV, positively impacting liquidity and investor interest.

      Rick Goedert

      1st State Financial, Ltd.

      CAMELS Stock Valuation Program has elevated investor interest and provided shareholders an indication of FMV of their privately held stock.

      Rhett G. Huddle

      Columbus First Bancorp, Inc.

      CAMELS Stock Valuation Program provides both shareholders and investors Fair Market Value (FMV) updates supporting liquidity of our stock.

      David C. Walker

      Level One Bancorp, Inc.

      CAMELS provided a fully compliant Stock Transfer Desk and self-directed IRA program providing shareholders increased liquidity.

      Cortney Collison

      Union Financial Corp.

      CAMELS ShareholderLink and Stock Valuation Program provided the solution for shareholder success.

      Mickey Schwarzbek

      Sherwood Banc Corp.

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