Welcome to CAMELS Consulting Group
Increase Your Bank’s Shareholder Value
CAMELS provides strategic direction for privately-held banks in remaining independent by providing shareholders’ liquidity in their investment. With decades of executive-level community banking experience working with boards and management our focus is on increasing shareholder value for our clients. CAMELS offers specific solutions advancing local investor interest in your privately-held bank without going public. Let CAMELS show you the correlation between increasing shareholder value and increased organic growth of your bank.
‘Your Shareholders Deserve It’
CAMELS’ Shareholder Solutions
Programming to Engage New Customer/Investor Interest
Elevate Shareholder Communications
Monitor Aging Shareholder Base
Shareholder Succession a Board Agenda
Dedicated Investor Relations Officer
Allocate Investment ($) in Shareholder Programs
Continuous Stock Growth in Fair Market Value
Quarterly Stock Valuation Reports
Development of L/T Dividend Strategies
Stock/Cash Dividend Programs
Increase Stock Liquidity
CAMELS Stock Navigation Program
CAMELS Financial Optics Quarterly Report
CAMELS Investor Focus for Identification of New Investors
Stock Ownership Programs-Dividend Reinvestment Plans/IRA Self-Directed Accounts
Incorporate a Revitalized Trading Desk (Buy/Sell)
Communicate with Large Block Holdings
Focus on Long-Term Shareholder Return
Resource Shareholder Spend Supporting Organic Growth
Evaluate Impact of Shareholder Succession to Balance Sheet Growth
Engage Senior Staff into Identifying New Investors
Turn Borrowers into Owners
Trust is Our Greatest Asset
Years of Experience
The CAMELS Toolbox of Solutions
CAMELS’ stock valuation reports provide comprehensive performance review information, pricing benchmarks, peer group analysis, and valuation conclusions to continually assess an institution’s value in the rapidly changing marketplace. Learn more.
CAMELS Financial Optics
Provide high-quality analysis of your privately-held bank’s financial performance and shareholder investment growth cost-effectively and without added labor using CAMELS Financial Optics. Learn more.
CAMELS Investor Focus
CAMELS Investor Focus is a web-based, two-way portal for your trading desk designed to increase shareholder liquidity. Discover your bank’s direct link to securing shareholder succession with help from CAMELS. Learn More.
A Dividend Reinvestment Program (DRIP) program allows shareholders to reinvest cash dividends in additional shares in the bank. Shares are often purchased directly without transactional fees, further increasing ownership. Learn more.
Board Level Programs
CAMELS’ Board Level Programs feature a unique strategic planning process. With guidance from CAMELS, board and executive management can objectively identify and address strengths and weaknesses. Learn more.
Self-Directed IRA Program
A simple, comprehensive subscription-based solution for privately-held community banks to quickly and cohesively implement their own bank stock self-directed IRA program, addressing stock liquidity concerns and aging shareholders. Learn more.