M&A Strategic Advisory

Strategic growth is the best kind.

You need a strategic partner who can help you develop, implement and execute your credit union’s short- and long-term goals. We have the industry knowledge and diverse technical expertise to do all this while maximizing value to your institution and stakeholders.

Navigating the complex landscape of bank acquisitions requires careful planning, precise execution and in-depth industry knowledge. We collaborate with our clients through the entire acquisition lifecycle, from strategic planning and target identification to negotiation, transaction analysis and integration.

  • Credit union buy-side advisory

  • Prospecting / introductions

  • Structure / negotiation (letter of intent)

  • Valuation and pricing

  • Due diligence

  • Financial projections