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.
“Our bank has used The Bank Advisory Group for about ten years. They helped us move to a Subchapter S corporation, consider several acquisitions and acquire a bank. For these and other services, we have been very pleased. At one point, because of a conflict of interest, we had to go to another source. We were able to clearly see the difference: The Bank Advisory Group was a significantly more effective resource with capability and sophistication that delivers thorough and comprehensive solutions for complex transactions.”
Joe Henkel, President and CEO // Kleberg First National Bank, Kingsville, Texas // $457 million total assets