Financial Advisory

Whole institution M&A

You will get outstanding insight when considering the effect of a transaction on numerous stakeholders: shareholders, customers, employees, local communities, and regulators.

Evaluation of strategic alternatives

We objectively review reasons to buy, sell, or continue to execute your strategy without regard to a specific transaction. For perspective, we share case studies where acquisitions have improved or eroded shareholder value. We bring realistic analysis of both acquiring and being acquired. This 360-degree perspective gives depth to M&A decisions.

Fee-based business purchase or sale

Institutions often face mixed outcomes when acquiring fee-based lines of business. Our experience with numerous clients makes us familiar with fee-based business profitability and can help you evaluate opportunities.

Branch purchase or sale

The decision to buy or sell a branch has numerous financial and strategic implications. We model financial implications and help find appropriate buyers or sellers to meet your goals.

Fairness opinions

Boards of directors seek impartial expertise when engaging in an acquisition or sale. We provide fairness opinions that evaluate transactions from a financial point of view.

Mutual mergers

Mergers of mutual, or non-shareholder owned institutions bring challenges of their own. They are still subject to merger accounting, so the impact of a combination must be assessed. But also important are the social issues that must be resolved prior to striking a deal. We help bring sensitive issues to satisfactory conclusions.