Bank Mergers & Acquisitions

Supporting Bank Mergers & Acquisitions from Beginning to End

In today’s industry, banking merger-and-acquisition (M&A) strategies are important to a growing number of institutions. Drawing on our more than 50 years of banking industry experience, Crowe Horwath LLP offers a comprehensive suite of banking M&A services that addresses critical needs throughout the entire acquisition life cycle – from initial planning and valuation through final integration and consolidation.

The Crowe coordinated and integrated bank acquisition support methodology is flexible, scalable, and adaptable to virtually any merger or acquisition scenario.

The Deal Due Diligence Planning Integration
Valuation   Pro Forma Modeling  
Deal Structure Accounting & Tax Day 1 & Day 2 Purchase Accounting
    Integration Planning Integration Support
  Human Resources Change Management
Employee Communications
Staffing & Compensation
People & Culture
  Operations Process Change Process
  Technology System & Data Mapping Conversion Support
  Vendors Vendor Negotiation  
  Risk Mgmt & Compliance    
  Asset Quality    
Project Management

Because they focus on the financial industry, Crowe banking M&A teams have developed in-depth expertise and specialized capabilities in bank sale activities, including:

Crowe works closely with acquirers to perform fast, responsive, and thorough due diligence to enable timely, informed, and effective decision-making. Crowe credit due diligence teams tailor their approach to reflect the acquiring bank’s strategy and risk appetite.
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Working in concert with valuation, accounting, risk management, and bank M&A integration teams, Crowe transaction specialists offer expertise on each aspect of a bank acquisition, including operational and regulatory compliance and tax and financial structuring.
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Accurate valuation of the credit portfolio and other material assets and liabilities is essential to a successful bank acquisition. Our valuation methodology employs a sophisticated loan-level modeling solution, Crowe Credit360 for Valuation , which efficiently calculates and analyzes loan portfolio fair values and expected cash flow scenarios. This technology further enables our valuation specialists to provide timely and credible valuation services for bank M&A and other transactions.
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Crowe accounting professionals help banks comply with the complex accounting and reporting standards associated with bank merger and acquisition transactions, including fair value and complex intangibles.
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Crowe banking M&A consultants help acquiring banks realize the intended value from transactions by addressing the integration issues that often arise during the course of transactions.
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Crowe banking M&A teams are led by experienced industry professionals with extensive backgrounds in financial institutions or the regulatory environment. Crowe clients also benefit from the firm’s industry research and analysis, which provide clients with valuable insights into bank sale issues and trends.

Research indicates that bank M&A activity will increase in the current environment.

chart of results from bank merger and acquisition survey

Source: "2016 Bank M&A Survey” by Bank Director and Crowe Horwath LLP

With more than 50 years of industry experience, the banking tax specialists at Crowe focus exclusively on tax issues faced by banks and other financial institutions. Click here to learn about our Banking Tax Services.

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Rick L. Childs