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.

Trust Crowe for your bank M&A services. Let us help you achieve your M&A goals with efficiency and effectiveness.
Bank M&A life cycle
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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

Work with us

Crowe offers a comprehensive suite of banking M&A services that can meet your needs throughout the entire acquisition life cycle.
Kevin Brand
Kevin Brand
Partner, Advisory
Rick Childs - Large
Rick L. Childs
Partner, Advisory
Patrick Venon
Patrick Vernon
Senior Manager, Advisory
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