Corporate Finance – Financial Services

Selling a financial institution is an intricate and time-consuming endeavor, making an experienced advisor’s assistance critical. We support financial institutions through the complex financial and strategic issues of a sale.

Financial institution mergers, acquisitions and sales involve complex issues and varying degrees of risk. Depending on your objectives, strategic direction and financial position, you could have numerous options to consider. BKD Corporate Finance can advise your financial institution as it pursues its growth and expansion goals, develops a succession plan or negotiates acquisitions.

If you’re looking to sell your bank, our advisors can help. We specialize in guiding financial institutions through the complex financial and strategic issues related to a sale, from first contact to closing. Our disciplined approach includes analyzing your bank and the industry, identifying value drivers, strategic marketing to generate multiple qualified buyers, advising on how to structure transactions and assist with due diligence.

We also offer a range of other services, from recapitalizations to management buyouts and succession planning. BKD Corporate Finance advisors can work with you to assess available financial and strategic options.

Select Transactions

Wyatt Jenkins

Vice President
Springfield
417.865.8701

Tony Giordano

President & Managing Director, BKD Corporate Finance
Denver
303.861.4545

Jason Corson

Senior Vice President
Springfield
417.865.8701

Check the background of these investment professionals on FINRA’s BrokerCheck.

Regional Financial Services M&A Update

BKD Corporate Finance professionals compiled a look at the latest merger and acquisition trends in the financial services industry. From transaction numbers to deal values, these statistics offer insight into the shifting financial industry at the regional and national levels.

Click on your region below to learn more.

Integrity Marketing Group, LLC

“The BKDCF team was instrumental in helping us prepare for and execute this transformational and rewarding transaction. Finding the right investor that checked all of the boxes for our rapidly growing company seemed a very daunting task but the trusting relationship that we built with BKDCF while exploring our strategic options ensured that we were working with the right team that always had our best interests in mind. BKDCF had an excellent understanding of our business model, identified our key value drivers and clearly communicated our goals to a highly qualified group of private equity groups. The BKDCF team was there for us 24/7; I can’t imagine achieving the outcome we did without their commitment and counsel. I would strongly recommend the BKDCF team for any business owner exploring their liquidity or growth capital options.”

— Brian W. Adams, Managing Partner
Integrity Marketing Group, LLC
Highland Village, Texas


American Bank & Trust

“Selling our community bank was an emotional decision. BKD Corporate Finance provided astute counsel and beneficial analysis prior to pursuing a transaction, then led us through a competitive process with several top tier prospects. Wyatt Jenkins and his team delivered valuable and highly personalized service from beginning to end. With BKDCF's expert insight, we were able to complete a rewarding transaction with an outstanding buyer that met shareholder objectives. I would strongly recommend the BKDCF team.”

— Oles Drobocky, Chairman of the Board
American Bank & Trust
Bowling Green, Kentucky


Prairie Financial Bancorp

“Wyatt Jenkins and the BKD Corporate Finance team did a tremendous job in guiding us during our sale to First National Bank of Waterloo. Wyatt’s professionalism and expertise ensured that we were ultimately able to execute a very beneficial transaction and we never doubted that the team had our best interests in mind throughout all stages of the sale. They valued our time and resources and provided top-notch analysis and insight. By providing us with a variety of competitive options, the end result was a successful and rewarding transaction.”

— John Richards, President
Prairie Financial Bancorp
Effingham, Illinois

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