Financial Advisory

Financial Advisory

Unmatched insight for bank mergers and acquisitions

We guide you through the deal from inquiry to closing


Financial institutions use mergers and acquisitions to achieve scale and enter new geographies and lines of business more quickly than they could organically. Success requires planning for the transaction hurdles before and after the deal.

Trust our team to guide you. With decades of experience with whole institution sales and acquisitions as well as branch and fee-based line of business transactions, we bring a 360-degree perspective to our financial advisory engagements.

View our financial advisory assignments.

We provide valuable guidance with:

  • 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.

Recent Publications

September 26, 2023  Featuring Discussions on Bank M&A

Hot Topics in Accounting – What you need to know!

October 13, 2020  3rd Quarter 2020

Bank M&A – Show Me the Money

February 25, 2020  February 2020 - Episode 50

Private Equity Investing in Banking
View all Publications

Our Team Leader

Richard B. Trauger, Jr.

Managing Director

Rich has been affiliated with TKG in various capacities since inception and is also a shareholder. He participates in all facets of our service lines and is primarily responsible for […]

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