Bank mergers & acquisitions
End-to-end bank M&A support with specialists who make M&A their job
Looking to make a potential acquisition? From target identification to closing, the mergers and acquisitions (M&A) journey can be complex and involve numerous stakeholders. Our playbook can help you effectively complete the necessary M&A jobs for a successful transaction. Our unified team can guide you through the entire M&A life cycle, providing proprietary methods to execute the deal and benchmark your decisions and estimates. This approach can give you and your regulators confidence in the soundness of your process.
Our top-tier banking professionals have extensive experience and bring proven M&A capabilities, discipline, and speed to get things done well. They make bank M&A their job – not just a periodic exercise.
With our knowledge of the regulatory process, we can help you navigate complexities, prepare precise filings, develop robust plans, and build accurate models. Our bank M&A specialists can provide a cohesive view of the tasks, processes, and key stakeholders involved and help you connect everything for a seamless experience.
Bank M&A life cycle
M&A strategy
- Assess M&A readiness
- Develop M&A strategy and goals
- Establish timeline and success metrics
- Identify candidates and align with strategy
- Indicate interest
Due diligence and integration planning
- Request information and conduct pre-letter of intent (LOI) limited due diligence
- Establish structure and draft LOI
- Develop integration framework
- Establish synergy and value capture road map
- Conduct detailed due diligence
- Conduct preliminary valuations and modeling
- Finalize timeline and success metrics
Closing execution
- Finalize financial model
- Make key decisions and put execution plan in place
- Negotiate and draft merger agreement
- Complete regulatory application
- Secure approval and close
Integration execution and value creation
- Apply purchase accounting
- Conduct Day 2 accounting
- Execute operational integration, system conversions, and the synergy and value capture road map
Investment realization
- Optimize the post-integration organization, including continued value capture road map execution
- Keep promises to stakeholders
Quarterly M&A updates for banking
5 M&A Strategy Steps for Financial Services Organizations
Banking M&A activity is picking up, which means financial services organizations need to prepare. Crowe specialists offer five M&A strategy steps.
Strategies for M&A Due Diligence and Integration Planning
Financial services organizations can enhance their M&A due diligence and integration planning strategies with insights from Crowe specialists.
Key Focus Areas for a Successful M&A Closing Process
M&A activity continues to pick up for financial services organizations. Our team covers six key areas that can help you reach a successful close.
2025 Bank M&A Survey: Primes for a Rebound
This survey highlights a potential rebound in banking industry growth prospects for 2025, offering insights into how financial institutions can navigate evolving market conditions and capitalize on strategic opportunities.
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