Merger & Acquisition Support

Get Expert Help For Your Bank’s Acquisitions & Integrations

Our experience directing the process of financial institution acquisition initiatives can provide you with a level of assurance at a critical time for services including:

Identification of Merger and Acquisition Prospects

You know your bank needs to grow through acquisition but how can you be sure you are doing it right? Get help defining the organizations that are a fit and identifying prospects that meet these qualifications.

Qualification of Merger and Acquisition Prospects

Let us help you find answers to questions such as:

  • Is the target company open to being acquired?
  • Are their market potential, culture, management, and operations a strategic fit?
  • Does the CEO have an employment contract we need to consider? Is he or she a potential asset to our organization?
  • Is their financial posture attractive?
  • How much is involved in merging systems, people, etc.?
Valuation of Merger and Acquisition Prospects

Get help determining the value of targeted organizations from experienced financial managers.

Due Diligence For Smooth Mergers and Acquisitions

Outside assistance provides a level of assurance that everything is reviewed from a financial and compliance standpoint to ensure a smoother transition. We also identify key integration tasks and management issues for optimal planning.

Merger and Acquisition Negotiation Strategy Assistance

Be certain that you walk away with the best possible outcome for your organization. Get advice on general topics and detailed line-items during this crucial phase.

Integration & Conversion Management Assistance

Congratulations, you own a new company. Now it’s time to do the real work of integrating this new acquisition into your organization so you can start leveraging the benefits. Depend on us to think of everything you may encounter and prepare a plan to address each item.

Separation Assistance

Our services are also helpful when you divest a portion of your business. We helped a bank separate from its holding company in another city. We assisted the bank managers in developing timelines, teams, and task-lists to completely separate a multitude of complex systems. With good project management and support from the bank, we were able to help them complete the effort 60 days sooner than anticipated.

Email us today and we’ll send you our FREE Strategic Planning Primer!

Call Us Today at 877.616.4385 to Discuss Your Financial Institution’s Upcoming Projects.