Senior managers at financial institutions must consider numerous stakeholders: shareholders, customers, employees, local communities, and regulators. Achieving scale can benefit all stakeholders if in so doing the financial institution can operate more efficiently, offer more competitive products and services, serve a larger geography, and increase their capital base. So often, though, financial institutions rush into an ill-conceived combination that ultimately erodes shareholder value.

TKG offers unique perspectives to senior managers. We have decades of experience executing on whole institution transactions. Unlike many other financial advisors, TKG employees serve as consultants to financial institutions regarding many aspects of their institution outside of M&A, such as strategy development, performance measurement, and profit/process improvement. This perspective gives depth to the decision process on whether to acquire or be acquired.