Merger & Acquisition Integration

Efficiency is the key to outperforming success goals, from the satisfied banking customer to the profitable financial institution.

UNDERSTANDING INTEGRATION

Process improvement analysis prior to transaction or acquisition can increase value and boost acquisition price. For a bank on the acquiring side, understanding where efficiencies can be improved ensures return or increase on investment and factoring in all integration needs prior to finalization of transaction.

PRI’s goal is to maximize efficiency, profitability, and customer experience prior to, during, and following any merger or acquisition. Don’t leave money on the table – understand the integration elements prior to acquisition.

PRI ENGAGEMENT: PRIOR TO OR POST ACQUISITION

SELLING BANK – Quick improvements to boost acquisition price

ACQUIRING BANK – Assistance before, during, and post-merger

Organizational Integration Assistance

  • Branch Analysis
  • Communication Strategy
  • Customer Migration
  • Policy Review
  • Process Integration
  • Products
  • Service Level Agreements
  • Staffing & Retention
  • Training

Systems Conversions

  • Conversion Plan & Parallel Operating Strategy
  • Vendor Contract Negotiation
  • Test Planning
  • Parameter File Setting Best Practices
  • General Ledger Mapping
  • Conversion Team Monitoring & Support