Merger of Equals/Joint Representation

If your bank is considering a merger of equals or strategic business combination, there are many issues to address as you work through strategy, analysis, negotiation, combination and integration.

• What type of institution should we target?
• How do we price the transaction to ensure fairness to all parties?
• Will we need to cash out shareholders at either institution, and at what price?
• What cost savings can we expect?
• Do we have enough capital to complete the transaction and support planned growth?
• What nonfinancial issues will need to be addressed?
• What regulatory issues might we face?

American Planning can provide assistance through these phases to facilitate a smoothly executed transaction. Please call or email for additional information on how we can assist you through this process. All communications will be held in strict confidence, and we will gladly execute a confidentiality agreement designed to protect all parties.