m&a planning PROCESS

 

DISCUSSION: This graphic shows the experiences in merger, acquisition, divestiture and joint venture transactions for Terry Wise, who operates BankingStrategist.com. It is important to note that merger and acquisitions are a team activity. As you review your approach to M&A, this will be an important concept. And it is critical to have roles and responsibilities - including decision-making authority - clearly defined.

banking strategist m&a experience

 
  1. Federal Reserve Merger Applications and Filing Information

  2. Federal Reserve Bank Holding Company Merger Application: FR Y-3

  3. Interagency Bank Merger Act Application: FR-2070

  4. Federal Reserve Non-bank Acquisition Application: FR Y-4

  5. FRB Atlanta Guide on Specific Types of Filings

  6. FRB Weekly H2.A Merger Application Notices

  7. FDIC Merger Decisions Semi-annual Report

 

REGULATORY INFORMATION SOURCES

 

ARTICLES ON BANK MERGERS

 

merger timeline example

 

MERGER READINESS

 

MERGER INTEGRATION