M&A Division
Merger and Acquisition Advisory Services
In these assignments, we work with buyers to execute value-building transactions and sellers to plan for and execute value-realizing transactions. The firm’s bank merger clients are typically institutions with assets from $100 million to $5 billion. Carson Medlin’s bank merger clients have announced more than 100 successful transactions involving more than $3 billion in total deal value and $16 billion in banking assets.
The firm also advises on merger transactions involving nonbank financial services firms such as insurance agencies, registered investment advisors (RIAs), trust companies, mortgage banks, and specialty lenders. These clients are often closely held by the founders and therefore require unique strategies to create and realize their value. Carson Medlin principals have assisted with the acquisition of approximately twenty such entities.
In our m&a assignments, the firm is most often retained by the board primarily to represent and protect the interests of the client institution’s shareholders. However, we are frequently able to provide valuable assistance to the senior executives involved in obtaining satisfactory contracual arrangements and other protections.
| Top Bank M&A Advisors in the Southeast 1997 - 2007 | ||
| 1 | The Carson Medlin Company | 66 |
| 2 | Keefe, Bruyette & Woods Inc. | 61 |
| 3 | Burke Capital | 56 |
| 3 | Sandler O'Neill & Partners | 56 |
| 5 | Hovde Financial, Inc. | 41 |