Banking Consulting Services

Bank Merger Integration Services

How we help banks achieve successful mergers and acquisitions

Overview

CCG Catalyst is a leading bank consulting firm that specializes in bank merger integration. We have extensive experience in helping banks of all sizes and types navigate the complex and challenging process of merging or acquiring another bank. We offer a comprehensive range of services, from strategy and planning to execution and post-merger integration, to ensure that our clients achieve their strategic goals and realize the full value of their transactions.

Our Services

  • Strategy and Planning: We help our clients define their merger objectives, identify potential targets, evaluate synergies and risks, and develop a clear and realistic integration plan.
  • Execution: We support our clients throughout the merger process, from due diligence and regulatory approval to communication and change management, to data and system conversion, to operational and cultural integration.
  • Post-Merger Integration: We assist our clients in optimizing their merged organization, aligning their processes and policies, enhancing their customer experience, and capturing the expected benefits and efficiencies.
  • An overview of the bank’s digital vision, goals, and challenges
  • A maturity assessment of the bank’s digital capabilities across the four dimensions, using a five-level scale from basic to advanced
  • A gap analysis that identifies the strengths and weaknesses of the bank’s digital systems and the areas for improvement and transformation
  • A roadmap that outlines the priorities, actions, and timelines for implementing the recommended solutions
  • A business case that estimates the costs, benefits, and risks of the proposed solutions and the expected return on investment

Our Approach

At CCG Catalyst, we tailor our approach to each client’s unique situation and needs. We leverage our deep industry knowledge, proven methodologies, and best practices to deliver customized and effective solutions. We work closely with our clients as trusted partners, providing them with expert guidance, hands-on support, and objective feedback. We are committed to helping our clients achieve successful and sustainable outcomes.

Our Experience

CCG Catalyst has a track record of delivering successful bank merger integration projects across the U.S. and internationally. We have worked with banks of various sizes, segments, and markets, including community banks, regional banks, national banks, and foreign banks. We have also handled a variety of transaction types, such as mergers of equals, acquisitions, divestitures, and conversions. Some of our recent clients include:

  • $10 billion regional bank, acquired, a $5 billion community bank, to expand its footprint and customer base.
  • $500 million national bank, merged with another $500 million bank, to create a leading financial institution with a diversified portfolio and enhanced capabilities.
  • $20 billion foreign bank, divested its U.S. operations to a $15 billion regional bank, to focus on its core markets and streamline its operations.

Contact Us

If you are considering a bank merger or acquisition, or need help with an ongoing or completed transaction, contact us today to find out how we can help you. You can reach us at: +1-480-744-2240

Featured Research

Meet our leader

Paul Schaus

Paul Schaus

Managing Partner

As Founder, President and Chief Executive Officer he leads a successful team of subject matter experts. Throughout his successful career Paul has been a banker, management consultant, strategist, thought leader and strong advocate to the financial services industry.

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If you are interested in learning more about our bank consulting services, or if you have any questions or comments, please feel free to contact us. We look forward to hearing from you and working with you.