Mergers & Acquisitions (M&A)

Success in M&A is where preparation and opportunity meet. Our Acquisition 101 workshop is a great way to prepare your team for what’s next.

Our strategy is simple: Everything in one place. First-class, full service, from beginning to end. No more headaches.

We started out buying and selling “used banks” – and it’s still one of our favorite things to do – but we have widened our expertise and are also a nationally recognized leader in branch sales and acquisitions, serving both banks and credit unions. Our 25+ year history in the industry has taught us that M&A can be a headache for buyers and sellers with so many moving parts and potential complications. Here’s how we can help:

  • Acquisition training

  • Provide regulatory consulting to get pre-approval by the appropriate regulatory agencies

  • Identify potential targets

  • Examine the financial aspects of the acquisition

  • Evaluate the feasibility of multiple transactions

  • Identify potential bidders (banks and/or credit unions)

  • Manage due diligence

  • Manage contract negotiations

  • Work with your legal counsel on a letter of intent

  • Assist in negotiating the final purchase price

  • Collaborate with the acquirer and legal counsel on definitive bank acquisition agreement

  • Provide regulatory, lending, rebranding, project management and technical consulting to guide the transaction through closing and post-acquisition conversions

  • Provide integration management and systems migration assistance after deal closes.

M&A Roadmap brochure
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Value-Added Services
  • Due Diligence:
    We will help to identify the information needed to support the due diligence process and will provide all information and files on a secure site to eliminate onsite due diligence interruptions. We will also assist the bank in presenting that information in a format that is reasonable and understandable.

  • Applications:
    We will prepare any and all applications that are required to be submitted by the seller.

  • Communications:
    We will assist with preparing press releases announcing the transaction, and guide you through your communications with your stockholders, staff and customers.

  • Branding & Design
    From your name and logo to signage and collateral, we can make sure your brand looks sharp on day one.

  • Ongoing Operational and IT Support:
    We will assist your staff with the coordination of activities and provision of information leading up to closing.

  • Shareholder Distribution Analysis

“The knowledge and expertise at DD&F are without equal among the consultants I have dealt with over the last 25 years.”

– John Arnold, CEO, Edsouth Services

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