Strategic Planning and Consulting
We provide strategic planning and consulting assistance to acquirers, sellers and investors. We assess reasons for and benefits of M&A, with a focus towards organizational, competitive and financial matters designed to achieve strategic objectives. Such objectives include enhancing shareholders’ return, market entry or consolidation, management acquisition and other financial objectives. Through our data bases and contacts, we can identify potential candidates to satisfy desired results.

Negotiating and Structuring Merger Terms
We provide effective negotiation assistance to structure merger terms to achieve M&A objectives. Our staff is well-qualified to evaluate the financial viability of potential business combinations under various economic, regulatory and operating environments, which is essential in negotiating merger terms.

Fairness Opinions and Valuation Analyses
We provide complete M&A valuation services for acquirers and targets, leading up to and including issuing fairness opinions. We also provide the appropriate disclosure language for the merger proxies.

Business Plans
We prepare these business plans reflecting post-merger operations and synergies and the strategic objectives for the merger transaction.

Merger Valuation Services for ASC 805 (Formerly SFAS 141-R).
We provide valuation services to account for merger transactions, both for initial public disclosure in securities and regulatory application purposes and for the final journal entries to reflect the pro forma impact of the merger at closing on the acquirer’s financial statements. This valuation work is prepared consistent with ASC 805, formerly known as SFAS 141-R. Our fair valuation services includes the fair value determination of loans, investments, deposits and loans, as well as intangible assets such as core deposit intangible (CDI), mortgage servicing rights (MSRs), customer lists, and wealth management accounts. Our valuation methodologies and assumptions have been reviewed by the SEC, federal and state banking agencies and national and regional accounting firms.