Key items in each stage of bank M&A activity

This Baker Tilly webinar provides insights on the financial and regulatory compliance areas most important in each stage of bank M&A activity.

Significant merger and acquisition (M&A) activity is happening throughout the banking sector. Buyers of community banks seek to align growth goals and discover potential issues early in the evaluation process. Sellers work to attract buyers and maximize value. The resulting financial institution must proactively manage myriad accounting, tax, and regulatory compliance requirements to achieve all the expected benefits.

Within all of the M&A-related activities, executives must focus on key financial, tax and regulatory compliance items. These occur in three primary stages: 1) Readiness, 2) Structuring and getting the deal done and 3) Ongoing compliance and post-transaction.

Key takeaways

• The reasons behind increased M&A activity in banking
• The most important financial, tax and regulatory compliance items within each stage of M&A activity
• Why these items are critical in a successful merger or acquisition