Mergers & Acquisitions

We advise community banks across the United States about merger & acquisition transactions. Since our founding in 1989, we have counseled hundreds of clients, performing services such as the following:

Buyers and Sellers

  • Assist with strategic planning.
  • Identify and assess acquisition candidates or potential acquirers.
  • Provide pricing, structure, and pro forma analyses.
  • Identify key regulatory issues and develop appropriate responses.
  • Issue fairness opinion letters.
  • Evaluate bids and acquisition proposals.
  • Assist with dissenting shareholder disputes.
  • Offer negotiation support and guidance.
  • Advise on the purchase or sale of branches.

Merger-of-Equal Transactions

  • Conduct pro forma analyses.
  • Determine exchange ratio.
  • Issue fairness opinion letters.