Growth through merger Leverage Beverly Bank & Trust Company’s recent merger history with North Shore Bank to position cross-sell opportunities with customers in both institutions, highlighting expanded product access and regional footprint.

Regional footprint Target small to mid-sized businesses in Chicagoland, northwest Indiana, southern Wisconsin, and Florida that align with a community-focused bank, offering relationship-based commercial banking, lending, and cash management solutions.

Wealth and insurance Upsell through Wintrust family capabilities in wealth management, commercial and life insurance premium financing, and mortgage services to existing Beverly Bank clients seeking integrated financial solutions.

Digital engagement Capitalize on their tech stack including Google Ads, Microsoft Advertising, Adobe Experience Cloud, and DocuSign to run targeted digital campaigns and streamline onboarding for business and high-net-worth clients.

Growth potential With revenue in the mid-range tens of millions and a small-to-medium employee base, tailor scalable product bundles (lending, treasury, and digital banking) to attract SMEs and private clients while maintaining local community focus.