Merger management

Framework conditions and current challenges:

CONFIDUM recommends that all potential merger partners conduct a compact and, above all, open-ended analysis as part of a feasibility study. As part of this study, strategic, economic, market-related and cultural aspects should be examined to determine whether the potential partners are a good fit.

A jointly developed merger strategy with the central contents (merger objective (mission statement of the joint new company, objective and potential-oriented selection of the new functionaries, systems and structures as well as an ambitious and realistic implementation plan including cost budget) is the reinsurance of a sustainably successful merger.

Our experience ranges from feasibility studies and negotiation support to intensive merger management. Our focus is on merger support for savings banks and cooperative banks. However, we also have expertise in valuation issues relating to mergers of private banks.

Identification and evaluation of potential merger partners
Carrying out feasibility studies (transparency on options for action, their opportunities, risks and any existing show stoppers) and professional committee support

Development of implementation concept in accordance with MaRisk to ensure day-one readiness
Merger implementation: project management including quality assurance and technical support for the merger
Intensive management coaching and sparring

Temporary assumption of internal bank management functions
Post-merger optimization: After ensuring the “functioning” of the new bank, continuous optimization process in sales, operations and management

Identification and evaluation of potential merger partners
Carrying out feasibility studies (transparency on options for action, their opportunities, risks and any existing show stoppers) and professional committee support
Development of implementation concept in accordance with MaRisk to ensure day-one readiness
Merger implementation: project management including quality assurance and technical support for the merger
Intensive management coaching and sparring
Temporary assumption of internal bank management functions
Post-merger optimization: After ensuring the “functioning” of the new bank, continuous optimization process in sales, operations and management