Branch Bank Expertise - Colliers...
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Colliers Valuation (CIVAS) Is The Foremost Authority On Branch Bank Valuation Including: • Regional Director Experience in valuing and coordinating appraisals of large branch bank portfolios • KC Conway, MAI, CRE who has advised the Federal Reserve on mumerous branch bank leverage/lending vehicles as well as recent bank settlements • CIVAS’s Settlement Team who has been active in settlement of an excess of 3,000 branch banks, including several large portfolios, some of which are featured in this brochure Making CIVAS a highly knowledgeable and capable valuation firm with national coverage to expedite large valuation and advisory needs. Specialized Practice • Location Analysis • Highest & Best Use • Land Value Analysis • Broker Interviews • Alternative Use Value • FASB 141 & 157 Analysis Colliers Advantage • On-Time Delivery • Continuous Client Dialogue • Sharing Of Local Market Expertise • Continuous Monitoring Of Markets • Access To Specialized Teams • Internal MAI Review Branch Bank Expertise Colliers International Valuation & Advisory Services
Transcript of Branch Bank Expertise - Colliers...
Colliers Valuation (CIVAS) Is The Foremost Authority On Branch Bank Valuation Including:
• Regional Director Experience in valuing and coordinating appraisals of large branch bank portfolios
• KC Conway, MAI, CRE who has advised the Federal Reserve on mumerous branch bank leverage/lending vehicles as well as recent bank settlements
• CIVAS’s Settlement Team who has been active in settlement of an excess of 3,000 branch banks, including several large portfolios, some of which are featured in this brochure
Making CIVAS a highly knowledgeable and capable valuation firm with national coverage to expedite large valuation and advisory needs.
Specialized Practice• Location Analysis• Highest & Best Use• Land Value Analysis• Broker Interviews• Alternative Use Value• FASB 141 & 157 Analysis
Colliers Advantage• On-Time Delivery• Continuous Client Dialogue • Sharing Of Local Market Expertise• Continuous Monitoring Of Markets• Access To Specialized Teams • Internal MAI Review
Branch Bank ExpertiseColliers International Valuation & Advisory Services
www.Colliers.com/ValuationAdvisory Accelerating success.www.Colliers.com/ValuationAdvisory Accelerating success.
BRANCH BANK EXPERTISE COLLIERS INTERNATIONAL VALUATION & ADVISORY SERVICES
Combined Expertise
For More Information Contact: Jerry P. Gisclair, MAI, MRICSExecutive Managing DirectorNational Client Services+1 813 871 8531 [email protected]
This document has been prepared by Colliers International for advertising and general information only. Colliers International makes no guarantees, representations or warranties of any kind, expressed or implied, regarding the information including, but not limited to, warranties of content, accuracy and reliability. This publication is the copyrighted property of Colliers International and/or its licensor(s). ©2014. All rights reserved.
PORTFOLIO APPRAISAL EXPERIENCE OVER 20 PORTFOLIOS*
YEAR BANK INVOLVED NO. PROPERTIES
2003 Bank of America 61 Properties
2004 Bank of America 291 Properties
2004 South Trust 77 Properties
2005 Bank of the West 65 Properties
2005 Regions Bank 79 Properties
2006 Morgan Stanley 78 Properties
2007 Colonial Bank 56 Properties
2007 RG Crown/5th 3rd 71 Properties
2007 Sun Trust/PNC 434 Properties
2007 Regions Bank 90 Properties
2008 BB&T Bank 44 Properties
2008 National City/PNC 298 Properties
2009 TD Bank 27 Properties
2009 Sun Trust 227 Properties
2010 First Community Bank 45 Properties
2011 Citibank 40 Properties
2011 MB Financial/SunTrust Bank 38 Properties
CIVAS FDIC BANK BRANCH SETTLEMENT EXPERIENCE
YEAR BANK INVOLVED NO. PROPERTIES
2010 First Community Bank 45 Properties
2008-Pres. Bank United 98 Properties
Colonial Bank 488 PropertiesGuaranty Bank 193 Properties
California National Bank 84 Properties
United Commercial Bank 83 Properties
AmTrust Bank 91 Properties
Riverside National Bank of FL 114 Properties
Amcore National Bank 84 Properties
TierOne Bank 82 Properties
Superior Bank 88 Properties*CIVAS and CIVAS employees have performed valuations on one off and smaller asset pools in excess of 3,000 properties.
Key Valuation Metrics/Factors Considered (Scope Per Client Needs)
Location AnalysisDemographic AnalysisCompetitive Set analysis 3-5 Mile Radius As Location Dictates
• Summary of competing Banks• Analysis of annual FDIC Deposit Levels/trends @ Subject
& Competitor Radii
Highest & Best UseAnalysis of on-going & alternative use considerations
Land Value AnalysisAnalyze land value relative to on-going or alternative use
Broker InterviewsInterviews with Brokers active in improved branch bank disposition and site selection
Alternative Use Value (Restrictive Covenants)Assuming restrictive covenants may reside in property, alternative use analysis is performed including analysis of achievable rent and cost to re-tenant
FASB 141 & 157 AnalysisScope can be expanded to include analysis to determine purchase price allocations & separation of value amongst tangible and intangible value
KC Conway’s Advisory Service ExpertiseCoordinated acquisition and disposition of approximately 1,000 branch banks for SouthTrust (GA,FL,NC,TX)Advised the Board of Governors and Federal Reserve on branch bank values as collateral at the Discount Window and insured by the FDICServed as the Commercial Real Estate Advisor to FED Chairman Greenspan and Chairman Bernanke
“We design the scope to meet your needs, whether lease analytics, branch disposition with or without restrictive covenants, bank acquisition and/or purchase price allocation for FASB reporting requirements.”
www.Colliers.com/ValuationAdvisory Accelerating success.
COLLIERS INTERNATIONAL VALUATION & ADVISORY SERVICESBRANCH BANK EXPERTISE
Updated September 2015
ATLANTAEric Durden MAIManaging [email protected]+1 404 781 0222
BALTIMORE Michael Lester MAI Managing [email protected]+1 410 929 6195
BOISEAndrew Boespflug MAISr. Valuation Services [email protected]+1 208 472 2853
BOSTONCorey Gustafson MAIManaging [email protected]+1 617 330 8070
BUFFALOJames Murrett MAI, SRAExecutive Managing [email protected]+1 716 312 7790
CHARLESTONCurt McCall, Jr. CRE, MAIManaging [email protected] +1 843 284 3000
CHARLOTTEMurray Williams MAIManaging [email protected]+1 704 409 2377
CHICAGO Jeremy R. Walling MAI, MRICSEMD | National [email protected]+1 312 602 6157
CINCINNATI Brian Graham CCIM Valuation [email protected]+1 513 562 2214
COLUMBUS / CLEVELANDBruce Nell MAI, MRICS, MICPExecutive Managing [email protected]+1 614 436 9800
DALLASThomas Bogdon MAIExecutive Managing [email protected]+1 214 217 9350
DENVERJonathan Fletcher MAIManaging [email protected]+1 303 779 5500
DETROITDavid Abraham MAI, SRAValuation Services [email protected] +1 248 226 1872
FRESNOJohn LarsonSr. Valuation Services [email protected]+1 559 221 1271
HAWAIIAN ISLANDSBobby Hastings MAI, MRICSManaging [email protected]+1 808 926 9595
HOUSTON Michael Miggins MAI Managing [email protected]+1 713 222 2111
INDIANAPOLIS Jeremy R. Walling MAI, MRICSEMD | National [email protected]+1 312 602 6157
IRVINEWilliam Drewes MAIValuation Services [email protected]+1 949 751 2703
JACKSONVILLE Kevin BrantonValuation [email protected]+1 904 861 1150
KANSAS CITY Alex Hoenig MAIValuation Services [email protected]+1 816 556 1122
LAS VEGASPhilip Steffen MAIExecutive Managing [email protected]+1 602 222 5165
LITTLE ROCK Thomas Bogdon MAIExecutive Managing [email protected]+1 214 217 9350
LOS ANGELES Casey Merrill MAI, ASA, FRICSManaging [email protected]+1 949 751 2701
MIAMI Charles Badell MAIManaging [email protected]+1 305 359 3690
MILWAUKEE Ryan Sikorski CFASenior Valuation [email protected]+1 414 727 9800
MINNEAPOLIS Andrew Donahue MAIManaging [email protected]+1 952 837 3056
NASHVILLE Patrick Gibson MAI, CCIMValuation Services [email protected]+1 615 651 7313
NEW YORKMorgan Turnbow MAIManaging [email protected]+1 212 355 1029
ONTARIOMatthew VanEck MAIValuation Services [email protected]+1 949 751 2702
ORLANDOJerry P. Gisclair MAI, MRICSEMD | National Client [email protected]+1 813 871 8531
PHILADELPHIAJake Ramage MAIManaging [email protected]+1 215 928 7513
PHOENIXJ. Randall Schneider MAIValuation Services [email protected]+1 602 222 5197
PORTLAND/VANCOUVERReid Erickson MAIExecutive Managing [email protected]+1 206 343 7477
RICHMONDMichael Miller MAI, FRICSManaging [email protected]+1 804 289 2168
SACRAMENTOJeffrey Shouse MAIExecutive Managing [email protected]+1 916 724 5500
SALT LAKE CITYJohn Blaser MAIValuation Services [email protected]+1 801 295 0253
SAN DIEGORob Detling MAIManaging [email protected]+1 858 860 3852
SAN FRANCISCOVathana Duong MAISenior Valuation Specialist [email protected]+1 415 788 3100
SARASOTA Craig Smith MAI, FRICSValuation Services [email protected] +1 941 923 8588
SEATTLEReid Erickson MAIExecutive Managing [email protected]+1 206 343 7477
ST. LOUISJohn GriffinSenior Valuation Specialist [email protected]+1 314 932 3917
TAMPAPJ Cusmano MAI, MRICSManaging [email protected]+1 813 229 1599
WASHINGTON D.C. Michael Miller MAI, FRICSManaging [email protected]+1 804 289 2168
NATIONAL CLIENT SERVICESJerry P. Gisclair MAI, MRICSEMD | National Client [email protected]+1 813 871 8531
NATIONAL OPERATIONSJeremy R. Walling MAI, MRICSEMD | National [email protected]+1 312 602 6157
AMERICAS LEADERSHIPEduardo Alegre MAI, MRICSPresident | Valuation & Advisory [email protected]+1 714 496 9400
Colliers International Valuation & Advisory Serviceswww.colliers.com/ValuationAdvisory
