bg-arrow-down icon-arrow-up icon-back-to-top icon-linkedin icon-menu icon-search icon-twitter logo-white slider-arrow-left-gray slider-arrow-left slider-arrow-right-gray slider-arrow-right

M&A Diligence and Integration

We assist banks and private equity firms across the spectrum of M&A – from target screening, to due diligence, to integration – for target banks and non-banking financial institutions.

We bring detailed knowledge of the banking industry, customer behavior, and competitive dynamics that enables acquiring institutions to better identify, price, and maximize value from potential transactions.



Target Screening

We help acquirers identify potential target banks by combining publicly available data with our proprietary and benchmark data to assess banks’ customer loyalty, brand perception, and distribution attractiveness and competitiveness and evaluate their fit within the acquirer’s current business model



Due Diligence

We provide banks and private equity firms with expert and independent assessments of financial entities and assets. Two areas of exceptional depth include:

  • Valuation of bank deposit books (and, in particular, the estimated impact to deposits from rising rates, product re-pricing, branch consolidation, and other factors)
  • Commercial due diligence of non-banking financial institutions that seek to supply products or services to, partner with, or compete against banks


Integration

We assist acquiring institutions with the integration of the target bank. In particular, we specialize in providing acquirers with “Clean Room” analytics that enable a detailed assessment of the combined institution (typically prior to the transaction’s legal close date). These analytics leverage our proprietary insights on markets and customers to better evaluate the impact of potential integration decisions and optimize overall transaction value

 

Related Resources

news

U.S. investors feed yield pangs with annuities, money funds, bank CDs

The yield starvation diet for American investors is over.

event

Treasury Strategies’ Quarterly Corporate Cash Briefing™ – October 2018

Treasury Strategies Webinar Series

news

Advancements In Liquidity Measurements

“We are living in the age of big data, and as market interest rates rise, customer behavior is evolving.” – Greg Muenzen

Please enter your email for verification:

Full Name (required)
Title (required)
Institution (required)
Email (required)
Select Product (one required)

PriceTek Deposits
PriceTek Loans
PriceTek Mortgage
PriceTek Offer Engine
StrataScape
BankChoice Monitor
SalesScape
MetricScape

Phone Number (optional)
Description of Need (optional)