We offer a variety of alternative investment strategies* for, and manage capital on behalf of, U.S. community bank holding companies, subsidiary bank trust departments (and their clients), bank employee retirement plans, senior bank officers, as well as other qualified and accredited U.S. investors.
* Investing in alternative assets involves higher risks than traditional investments and is suitable only for sophisticated investors. Alternative investments are often sold by a prospectus that discloses all risks, fees and expenses. They are not tax efficient and a prospective investor should consult with their tax advisor prior to investing. Alternative investments have higher fees than traditional investments and they may also be highly leveraged and engage in speculative investment techniques, which can magnify the potential for investment loss or gain and should not be deemed a complete investment program. The value of the investment may fall as well as rise and investors may get back less than they invested.
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Mr. Robert "Bob" L. Walters also serves as the Chairman of The Bank Advisory Group, which he established in 1989. For ten years prior to that, Mr. Walters formed and headed the community bank mergers & acquisitions and bank stock valuation advisory services of Sheshunoff & Company.
Mr. Walters has represented hundreds of banks through brokering selling banks, and through developing negotiating strategies, formulating pricing and transaction structure alternatives, and determining pro forma financial performance opportunities for bank buyers and bank merger partners. By representing selling banks, buyers of banks, as well as partners in “merger-of-equals” transactions for over three decades, Mr. Walters has compiled a depth and breadth of experience in the community bank M&A advisory business.
Additionally, since 1980, Mr. Walters has participated in well over 1,500 client relationships involving the evaluation of both “control” and “minority” blocks of community bank stocks. In this regard, Mr. Walters has provided testimony regarding the valuation of community bank stocks, and the overall financial performance characteristics of the community banking industry. He has been engaged in quantifying the financial determinants of community bank value for both “control” and “minority” ownership positions, and he holds a Certified Valuation Analyst (CVA) designation from the National Association of Certified Valuators and Analysts (NACVA).
Mr. Walters is also the Managing Partner of The Bank CEO Network, an educational program founded in 1992 that provides current information on the banking industry to community bank presidents and chief executive officers throughout the United States. This constant and continuing interaction with community bank CEOs from throughout the United States affords Mr. Walters the opportunity to identify and analyze emerging trends within the banking industry.
In the late 1970s, Mr. Walters pioneered the use of the federal “Call Report” data to design numerous bank peer group financial analysis tools that have become nationally-recognized standards. Additionally, in the 1990s, Mr. Walters developed analytical tools utilizing financial and market price data derived from publicly-traded banking organizations that identify and correlate bank financial performance measures with bank stock market price performance. Consequently, Mr. Walters is well-recognized in the field of community bank financial performance analysis.
Mr. Walters started his career at Touche Ross & Co. in Austin, Texas, ending as a senior accountant. Mr. Walters graduated from Texas A&M University with a BBA in Accounting, and is a Certified Public Accountant (CPA).
Mr. Bolton Walters is also a Principal of Capital Park Group, L.L.C., which serves as a strategic adviser to a select clientele of U.S. and international companies, investment entities and high-net-worth individuals.
Previously, Mr. Walters served as a political appointee and Senior Adviser for Commercial and Business Affairs at the U.S. State Department. In this role, he was responsible for representing the U.S. State Department in Presidential and inter-agency commercial advocacy on behalf of hundreds of U.S. companies operating abroad, resulting in billions of dollars of successful financial and commercial transactions.
Mr. Walters also served as a member of the U.S. team responsible for hosting the 2004 G8 Summit; an annual forum for the heads of state of the most industrialized nations and invited world leaders.
Mr. Walters began his executive government experience with an appointment working for a Commissioner at the U.S. Commodity Futures Trading Commission (“CFTC”); the federal agency responsible for overseeing U.S. financial futures, derivatives and option markets.
Prior to serving in the President George W. Bush administration, Mr. Walters worked in the congressional office for a U.S. Congressman.
Mr. Walters remains involved in U.S. Presidential politics and international affairs including serving on the teams responsible for hosting the International and Diplomatic Corps program for the 58th Presidential Inaugural Committee and the Global Partners in Diplomacy ambassadorial program at the 2016 GOP convention.
Mr. Walters began his career practicing law in Austin, Texas, advising clients on a range of matters including business and real estate transactions. He also served as Executive Director and General Counsel for two state-wide associations for technology and e-commerce companies.
Mr. Walters is a member of the State Bar of Texas, a cum laude business graduate of Texas A&M University, and earned his Juris Doctorate (J.D.) and Masters of Business Administration (M.B.A) degrees from Baylor University.