Fee-Based Business Purchase or Sale Community financial institutions have demonstrated mixed success with acquiring fee-based lines of business. Once the limitations of owning these businesses imposed by the Glass-Steagall Act were lifted, the conventional wisdom was that financial institutions would acquire these businesses to create a financial supermarket. It did not occur as anticipated because financial institutions have not demonstrated a track record of success. TKG knows the performance from these lines of business as a direct result of our experience measuring their profitability on behalf of our clients. We bring this experience to you in evaluating such opportunities.

TKG offers unique perspectives to senior managers. We have decades of experience executing on merger transactions, including fee-based lines of businesses. We understand the valuation drivers that lead to successfully pricing 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 improvement. This perspective gives depth to the decision process on whether to acquire or be acquired.