The Bank M&A Transaction Process:

An overview of key steps, timeline, process options, and best practices

Recent receiverships continue to dominate headlines and while community banks are not directly affected, M&A remains moderated in the short-term as practitioners await greater clarity on market conditions. That said, over the medium- and long-term, operating conditions have likely set the stage for an extended period of consolidation in the quarters and years ahead.

Accordingly, for those who are or may be considering M&A either in the near-term or at some point in the future – whether as a potential seller, a would-be buyer, or a merger counterparty – this session will examine the bank M&A transaction process in greater detail including what to expect, key steps, customary timing, process options, planning considerations, and best practices.

In certain ways, a bank M&A transaction is not unlike surgery: it is complex and requires particularly specialized expertise. If the ‘procedure’ is successful, it can yield quite favorable results but, if not performed correctly, it can be especially painful.

Among other topics, this session will examine the following:

• Current market conditions and the impact of recent developments on the M&A process

• Transaction Process Options: The 3 customary process options and advantages and drawbacks of each

• Transaction Sequence: Customary steps and sequencing in the M&A process

• Timeline: Transaction timeline and typical duration of key steps

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