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On-site Consulting

  • Project/Data Management

 

  • Process Organization

​Community Capital Advisors' executive team has been at the forefront of electronic data management since early 2004 when a customized web-based data portal was created. The sole purpose of this portal is to manage capital raises for community banks and to maintain all shareholder information on a secure site.

In the past, banks have relied heavily on Excel or Access spreadsheets to maintain their prospective shareholder lists. Although this works it unfortunately requires valuable time that can be better used contacting potential investors. The web-based data management portal allows CCA consultants to manage data from all aspects at a moment's notice. The advantage of this portal allows directors and bank managers with internet access to view all progress being made on the capital raise from their home or office computers in "real-time". The portal also has the capability to generate and print reports in various forms.

While our competition may still rely on older methods to raise capital, CCA believes that technology is a major factor in simplifying business models. Raising large sums of capital can be expedited by the use of our sophisticated data management portal.

  • Business Process Improvement
     

  • Organizational Skills

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Community Capital Advisors differentiates itself from the competition by having a consultant on-site for the duration of your capital raise. A consultant on-site ensures a constant monitoring of all aspects of the capital raise. This presence allows prospective shareholders to have their inquiries answered by an individual familiar with all aspects of the offering during bank operation hours without disturbing bank staff.

The advantage of placing an on-site consultant at the bank allows bank staff to focus on their true responsibilities; running the bank, not a capital raise. Our consultant acts as a liaison between the directors, management, and the prospective shareholders to effectively manage the logistics of the capital raise.

Web-Based Data Management

Capital Marketing

  • Institutional

  • Retail

  • Recapitalizations

  • Capital Planning

  • Strategic Planning

  • Loan Review

Mergers and Acquisitions

  • Buy-side/Sell-side Advisory

  • Branch Sales and Divestitures

  • Distressed M&A

  • Recapitalizations

  • Management Buy-Ins/Buy-Outs

  • Strategic Advisory

    • Non-Core Asset Sales

    • Valuations & Fairness Opinions

    •  Strategic Assessments

    •  Strategic Partnerships/Joint Ventures

    •  Succession Planning

We advise banks on strategic transactions, FDIC-assisted transactions, fairness opinions, valuations, recapitalizations, and corporate restructurings.

Our team of seasoned investment bankers helps craft and executes strategic and financial solutions for our clients. We bring comprehensive product and industry knowledge, pragmatic perspective and extensive industry contacts. We work with each client to tailor their transaction to maximize potential for strategic and financial success.

We focus on middle market transactions with enterprise values between $5 Million and $500 Million. We understand that today's difficult market conditions demand unique solutions. Therefore, we will not abandon a transaction. When we accept an engagement, it is our expectation to see it through to completion. If we encounter unexpected challenges, we remain committed and will invest the energy and resources necessary to complete the assignment.

Community Capital Advisors

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Securities offered through Carter, Terry & Company

 

Member FINRA/SIPC

3060 Peachtree Rd NW

Suite 1200

Atlanta, GA 30305

Copyright 2025 Community Capital Advisors
All rights reserved.
Securities offered through Carter, Terry & Company Inc. Member FINRA /SIPC

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