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Research Report

Successfully Executing a Merge of Equals

When two comparable banks join forces, the expectation is that they will take full advantage of the doubling in scale to optimize the value delivered to shareholders and customers. But a lot of hard work lies ahead as the combining banks develop the framework and roadmap that will ultimately join the two boards and leadership teams. As the institutions work together to devise a new org structure, plan the physical and technological infrastructure, and attain the accretive value hidden in the vendor contracts, moving beyond a “your bank/our bank” mentality will be a key to success.

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What You'll Learn in this Report

  • What Will the New Organization Look Like?
  • Consolidating the Technology Environment
  • Attaining Accretive Value Within Technology Contract Negotiations
  • Marshaling the Best Talent Blend
  • Defining a New Culture
  • Applying Past Lessons to a Merger of Equals
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About Cornerstone Advisors

At Cornerstone Advisors, our goal is to deliver tangible business impact to financial institutions and fintechs. We know that when institutions improve their strategies, technology, and operations, enhanced financial performance naturally follows. Because we live by the philosophy that businesses can’t improve what they don’t measure, we show banks and credit unions how to use laser-focused measurement to make smarter technology decisions.