Mergers & Acquisitions (M&A)
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.
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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