About Us

Capital Insight Partners offers a unique and forward-thinking business model that combines traditional investment banking services such as financial advisory, merger & acquisition advice, valuation, and capital raising with sophisticated financial communications, investor outreach and aftermarket support.  Our advisory model fosters a relationship that does not end with the execution of an investment banking transaction but rather, begins with one.

• Investment banking team led by a dealmaker with 30-years of experience as a commercial banker and who is a former-CFO and vice chairman of a $500m bank.  Prior to that he was an executive of finance and planning for a major IT company and a large regional bank.
• Experts in community banking with a focus on advising institutions with less than $3 billion of assets.
• Considerable reach with “new era”, non-traditional bank investors like private equity and hedge funds. 
• Pricing more competitive versus traditional investment banks that have market making and research divisions with enormous overhead to support.
• Bank turnaround expertise with extensive experience communicating with the FDIC and OCC.
• Sincere understanding of community bank boards of directors and relevant shareholder issues.

Our constant dialogue with bank investors, in the categories of both traditional and “new era,” keeps us well informed.  We offer all the sophisticated analytical support, information and messaging investors require. A Chinese Wall does not separate our investor outreach, financial communications and investment banking services because we don’t engage in the archaic practice of making purchase recommendations and setting earnings targets. Our aftermarket support and financial communications group is integrated seamlessly into the investment banking business to offer top notch assistance in communicating with shareholders, and direct access to open market common stock bank investors.  We help identity key business drivers and communicate with the media and shareholders effectively.  We help resolve stockholder liquidity issues that sub $3 billion asset community banks face in the current market environment. 

The Capital Insight Partners team provides serious, thoughtful, and cost-effective bank capital raising, strategic advisory, and aftermarket support solutions with one objective.  Results. 

We also offer:

• Investor outreach and proprietary institutional investor targeting

• Strategic business and financial message development for public companies

• Annual reports, corporate fact sheets, financial news releases

• Shareholder outreach and perception studies

• Business and investment media outreach

• Targeted financial and business communications