Maintaining Organizational Relevancy: Properly Preparing for a Community Bank Acquisition

Regardless of an adopted strategy to remain independent, acquire or merge with another bank, or acquire a branch, fundamental to success is an understanding of the current M&A environment and the structure and key considerations in any M&A transaction from both the buy and sell side.

This session will discuss the current community bank M&A environment, underscore the necessity of planning as it relates to independence and merger transactions and provide an overview and practical advice on key substantive considerations and the transaction process. Additionally, this session will discuss specific regulatory, accounting, and taxation issues associated with community bank M&A transactions.