Firm Profile

Based in Kansas City, Missouri Swords Associates, Inc. is a bank consulting firm organized in 1973 by M.J. (Jerry) Swords, specializing in resolving regulatory problems in financial institutions, acquisition planning, feasibility studies, bank sales, appraisals of bank and bank holding company stocks for individuals, government agencies, banks and bank holding companies and the organization of new banks or thrift institutions. Today the primary focus of the Firm is bank stock valuation and acquisition and sale planning.

Over the past 40 plus years, the consultants of Swords Associates have completed more than 400 appraisal assignments and have served clients in more than 20 states. The core of the practice has been advising bank holding companies in the formation and pricing of acquisitions, as well as the ongoing development of such organizations. The firm only appraises bank stocks or related business as well as holding company purchases and sales.

Engagements include:

  • Employee Stock Ownership Administration
  • Profit Sharing, Stock Awards,¬†and 401K Plans
  • Estate Settlement
  • Gifting
  • Dissenting¬†Shareholder Transactions