There are plenty of variables to take into consideration if your organization is looking to merge with or acquire another institution. Is your motivation to gain efficiency? Expand your geographic footprint? Diversify your service offerings? First and foremost, you'll need to decide whether it is a merger or an acquisition that bests complements your organization's strategic goals. Then, you'll need to identify institutions that could serve as viable targets. But can a balance sheet tell you enough about an institution to make an educated decision?
Enter Cornerstone Advisors. Cornerstone's broad based strategy, technology and operations consulting practice combined with our vast network of business relationships can assist your organization's CEO and board in finding potential candidates for a merger, acquisition or joint venture partnership. And once the “courtship” starts, Cornerstone can help your organization perform the necessary due diligence to ensure that the strategic and operational synergies resulting from the transaction are in the best long term interests of your organization.
The Benefits to You. Finding and selecting a merger or acquisition candidate for your organization can be complex process requiring a delicate balance of objectivity and relationship savvy. Knowing when to walk away from a potential deal can be as important as moving forward with one. No stone should be left unturned in assessing the “fit” of a potential partner. Cornerstone's comprehensive merger assessment and due diligence process can bring a totally objective focus to the negotiating table, making it easier for your board to decide whether to move forward with a merger or acquisition decision.
The Cornerstone Differentiation
Cornerstone's in-depth knowledge of financial institution operations and technology, objective benchmarking and best practice analysis, and strategic industry outlook assists you and your board of directors in capturing the organizational synergy your shareholders, employees and customers are expecting.
- We focus exclusively on providing services to mid-size banks and credit unions.
- Cornerstone consultants have senior level experience in every major functional area of bank and credit union operations.
- We are backed by an extensive portfolio of merger and acquisition projects and understand the delicate balance of merging organization cultures.