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ABA: The American Bankers Association
Industry Insight

5 Areas a Financial Institution Should Review When Considering a Merger or Acquisition

  • Brought to you by Engage fi
  • Published July 6, 2022

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Now might be the best time to consider a merger or acquisition despite the uncertain environment. Technology is changing the way we bank daily, and banks should be looking forward to meeting the needs of their account holders. A merger or acquisition can provide significant benefits if the strategy is well thought out before any formal agreement is made. However, getting all stakeholders on the same page about what matters most can be challenging. This article covers 5 areas a bank should consider when evaluating activity: Strategy Alignment, Community Impact, Cost Savings, Expertise, Culture Change.

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