Since its founding in 1968, Monroe Financial Partners, Inc. has focused on financial institutions, growing from a single-office OTC trading firm to a leading market maker in community bank stocks. As one of the only independent community bank specialists with nation breadth, we actively quote eligible private bank stocks.

We have compiled proprietary research on community banks across the country, and we stay on top of the latest developments and trends in the marketplace. We make it a priority to build relationships with bank management teams and often have many years of experience interacting with them.

In April 2024, we became an affiliate of Performance Trust Capital Partners, LLC.

Block Trades

Monroe has many years of experience in executing large trades in thin markets with minimal impact. Our block traders have established a large network of buyers and sellers, enabling us to trade blocks of stock in a discrete manner. As a result, owners of large blocks of community bank stocks routinely approach Monroe directly for the best execution of transactions.

Share Repurchase Programs

Community banks that desire to buy back their own stock often find the execution of their strategy very challenging in a thinly traded market. With our market expertise, we can customize a repurchase program to optimize the result in a timely and efficient manner.

Preferred Stocks & Rare Value Stocks

Monroe specializes in locating hard-to-find value stocks and preferred stocks, some of which are infrequently traded over-the-counter or lack a quoted market altogether. We monitor these stocks, often with limited public information available, to assist long-time holders in assessing their holdings' worth. Additionally, we aid prospective buyers in discovering stocks that might otherwise be exceedingly challenging to locate.