Carpenter & Company

Overview

Carpenter & Company is a private equity firm founded in 1974, specializing in building and investing in community banks across the United States. The firm focuses on creating value by developing strong, valuable banks that meet the financial needs of their communities. Carpenter & Company has a history of advising on numerous bank mergers and acquisitions, leading billions of dollars in bank capitalization assignments, and serving as principal and manager of a $4.9 billion bank holding company. Under the leadership of CEO Edward Carpenter, the firm has guided hundreds of successful bank advisory, investment, and consulting engagements. The firm's investment approach is centered on building banks from the ground up, rather than acquiring existing institutions, and it has supported the success of hundreds of banks and other financial institutions over the years. Carpenter & Company is headquartered in Newport Beach, California, and continues to be a trusted partner for bankers, regulators, and investors in the banking industry. The firm's strategy is to create value for its investors by building great community banks. Its investment approach is based on four defining characteristics: industry specialization, a focus on building rather than buying banks, a commitment to long-term value creation, and a collaborative approach with bankers and investors. Carpenter & Company has a history of advising on numerous bank mergers and acquisitions, leading billions of dollars in bank capitalization assignments, and serving as principal and manager of a $4.9 billion bank holding company. The firm's team includes senior bankers, regulators, investment managers, and finance professionals with strong industry relationships and over 150 years of collective experience in bank-related investment, management, and operations. Carpenter & Company is headquartered in Newport Beach, California, and continues to be a trusted partner for bankers, regulators, and investors in the banking industry. Under the leadership of CEO Edward Carpenter, the firm has guided hundreds of successful bank advisory, investment, and consulting engagements. The firm's investment approach is centered on building banks from the ground up, rather than acquiring existing institutions, and it has supported the success of hundreds of banks and other financial institutions over the years. Carpenter & Company is headquartered in Newport Beach, California, and continues to be a trusted partner for bankers, regulators, and investors in the banking industry.