Everett Advisory Partners, LLC

www.everettadvisory.com

Everett Advisory Partners is an advisory firm an extensive track record of providing insight and advice to regional and community banks and investors. We take pride in customizing our advice to meet the needs and capabilities of each client -- no matter how big or small. Our clients range from small banks ($100 million in assets) to regional banks (up to $10 billion in assets). The optimal solution for each client is different; we work with our clients to identify the keys to success and develop solutions that work for them. Our principals bring experience form years of service in both advisory, sales and administrative roles. They have been relationship, credit and treasury management executives responsible for originating new business, and managed key back-office and infrastructure functions. Our team understands that an idea, no matter how good, is still just an idea until a client can operationalize it as a product or service. We work closely with clients to ensure that the people, processes and technology are in place to fully execute the business strategy, meet investor goals and maintain compliance. Over the last 6 years our team has successfully guided banks, boards and investors through acquisitions, re-capitalizations, stabilization and restructurings, turnarounds, transformations, merger integrations, implementation of enterprise risk management practices and regulatory examinations and approvals.

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Everett Advisory Partners is an advisory firm an extensive track record of providing insight and advice to regional and community banks and investors. We take pride in customizing our advice to meet the needs and capabilities of each client -- no matter how big or small. Our clients range from small banks ($100 million in assets) to regional banks (up to $10 billion in assets). The optimal solution for each client is different; we work with our clients to identify the keys to success and develop solutions that work for them. Our principals bring experience form years of service in both advisory, sales and administrative roles. They have been relationship, credit and treasury management executives responsible for originating new business, and managed key back-office and infrastructure functions. Our team understands that an idea, no matter how good, is still just an idea until a client can operationalize it as a product or service. We work closely with clients to ensure that the people, processes and technology are in place to fully execute the business strategy, meet investor goals and maintain compliance. Over the last 6 years our team has successfully guided banks, boards and investors through acquisitions, re-capitalizations, stabilization and restructurings, turnarounds, transformations, merger integrations, implementation of enterprise risk management practices and regulatory examinations and approvals.

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Country

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State

Texas

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City (Headquarters)

Dallas

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Employees

11-50

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Founded

2009

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Estimated Revenue

$1,000,000 to $5,000,000

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Social

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Potential Decision Makers

  • President , Southwest Region and Senior Managing Director

    Email ****** @****.com
    Phone (***) ****-****
  • Director

    Email ****** @****.com
    Phone (***) ****-****
  • Managing Director , Diversity and Human Capital Resources

    Email ****** @****.com
    Phone (***) ****-****
  • Consultant

    Email ****** @****.com
    Phone (***) ****-****

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