Mergers & Acquisitions Services

We consult with banks seeking to acquire or be acquired to help them make the best, most strategic deal. If your bank is considering making an acquisition, we consult with you to help you analyze and choose the right target. If your bank is a likely target for acquisition, we can help you obtain the most precise fair market value.

Acquirer Services 

  • We identify potential Merger Partners using our extensive bank fair market value and financial fundamentals database

  • We rank these potential Merger Partners based on a user-defined set of strategic objectives – not abstract synergistic gains 

  • We value acquirer and target banks leading to accurate relative values for cash or stock-for-stock deals

  • We prepare a “Deep Dive” financial history report for each potential acquisition target (including summary loan historical data)

Target Services 

  • We generate the same complete set of services as Acquirer Services above but represent the interests of the selling bank

  • We precisely quantify the target bank’s fair market value using our extensive financial fundamentals database

  • We rank the target bank’s potential based on the economics of everything the bank brings to the table

  • We provide a data-based valuation of target bank – leading to accurate relative values for cash or stock-for-stock deals

  • We prepare a “Deep Dive” financial history report of both the acquirer and the target bank (including summary loan historical data)

Schedule an info session to find out which services best fit your needs.