AmeriServ Financial and SB Value Partners have announced an expanded consulting agreement that builds on the partnership the two organizations first established in April 2025. The amended and restated agreement extends over four years and broadens the scope of services SB Value Partners will provide, reflecting the strong collaboration developed over the past eight months.
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The updated agreement is designed to support AmeriServ’s long-term growth strategy by enhancing operational efficiency across its banking platform and accelerating business development within its Trust and Wealth Management divisions. Leaders from both organizations emphasized that the expansion is a natural next step following a productive and results-driven relationship.
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Scott Barnes, Managing Partner at SB Value Partners, shared that the firm is focused on helping AmeriServ drive greater intrinsic value by optimizing operations and strengthening wealth management initiatives. He noted that the partnership is especially meaningful given SBV’s role as both a strategic advisor and a significant shareholder.
AmeriServ Chairman J. Michael Adams, Jr. highlighted the importance of the relationship, pointing to the bank’s strong and differentiated wealth management business as a key growth engine. He added that SBV’s industry expertise has already contributed to meaningful progress, including the recently announced alliance between AmeriServ Wealth Advisors and Federated Hermes. Looking ahead, Adams expressed confidence that the expanded partnership will help fuel continued momentum into 2026 and beyond.
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Full details of the amended agreement are available in AmeriServ’s Current Report on Form 8-K filed with the U.S. Securities and Exchange Commission.
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