Mergers & Acquisitions

We are nationally recognized experts in accounting and regulatory reporting for mergers and acquisitions and have led seminars on the subject for the AICPA, America’s Credit Unions, FDIC, FFIEC, NCUA, and many of the nation’s largest accounting firms. Thousands of people have relied on the guidance we provide in our white papers related to the subject.

We are a leading provider of these services for banks and credit unions, advising on a significant portion of these deals each year. Due to our large market share for these services, your external audit firm and primary regulator will be familiar with and comfortable with our approach.

Our expertise in advising financial institutions over the past 20 years has helped tailor our proprietary valuation models. For instance, we value billions of dollars of loans annually across our business lines and have spent years developing and back testing our prepayment and credit loss inputs. Our clients especially value our credit loss expertise and integration of the credit loss calculations with current expected credit losses (CECL) reserves. Additionally, our work in asset liability management (ALM) provides us with highly informed inputs with which to derive core deposit intangibles.