We develop target criteria for financial, business, organizational and strategic compatibility. We identify and find suitable targets for your review.
We provide quantitative evaluation of target institutions to determine appropriate price ranges and financial statement impact from a range of pricing and structuring alternatives.
We determine the best deal structure by evaluating financial and strategic implications from alternative forms of payment including varying combinations of common stock, preferred stock or cash.
We develop negotiating strategy and represent you with target institutions.
We assist your staff in the on site financial review and valuation of acquired assets and liabilities.
Based on our evaluation and assessment we provide the required opinion letter for directors and shareholders on the appropriateness of the financial terms of purchase.
We assist your legal counsel and accountants in preparing regulatory applications and filings pertaining to the financial and business considerations of the transaction.
When necessary and alongside your legal counsel we evaluate, develop and prepare a regulatory defense regarding potential divestiture of branch office facilities and loans and deposits.
To help you get the most out of the transaction, we assess and counsel on matters dealing with integrating organizational structures, business plans, operations and financial systems.
We help you determine the financial and non-financial criteria for suitable acquirer institutions. Based on these criteria we identify and evaluate potential candidates.
After developing an offering prospectus and crafting a negotiating strategy with you, we represent you in front of potential buyers.
We evaluate offers from acquirer institutions and assess both the financial and non-financial forms of consideration. We prioritize these offers and recommend to you appropriate courses of action.
We assist your staff in the on site financial review and valuation of a potential buyer of your institution concerning the risks inherent in completing the transaction, financial condition and after market stock performance.
We provide the required fairness evaluation for directors and shareholders on the appropriateness of the financial terms of sale.