AOCI in M&A:

Navigating the impact of unrealized bond losses in bank M&A

Unrealized bond losses – aka, accumulated other comprehensive income or “AOCI”  – have impacted the bank M&A playing field on both sides of the deal table. While the initial onset of AOCI slowed dealmaking, more recently transaction discussions are becoming increasingly active as buyers and sellers alike better-understand the implications of AOCI helping bridge the ‘bid-ask spread’.

Accordingly, this session addresses the key implications of AOCI in bank M&A including:

• How AOCI does – and does not – impact M&A transaction metrics

• The role of AOCI in deal pricing

• Potential transaction-related AOCI solutions and mitigants

• Why the passage of time is unlikely to resolve AOCI and, instead, may erode earnings and value

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