We have developed proprietary methodologies and models to estimate future revenue streams for Financial Services acquisitions. We carefully assess the current and future performance of the target company by macro-economic, regulatory, product pricing, customer, and distribution factors, identifying opportunities to generate additional NIM and fees from the deposit franchise. In the past five years, we have had a role in more than 25 major bank mergers. Our services include:
Merger Due Diligence
For acquirers and PE firms, we apply our expertise and proprietary data to determine the revenue and cost implications of potential M&A transactions, including effects of re-pricing the current portfolio, market overlaps for savings, and product normalization costs and risks.
Merger Clean Room Management
To facilitate the transition period before closing on a merger, we establish a central data and analytics repository for institutions. We conduct the necessary analysis and planning on behalf of the organizations and produce a detailed “point of arrival (POA)” plan.