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Types of businesses we have worked with include:

  • Financial Services 
  • Community Banks & Thrifts
  • Custody & Wealth Management
  • Financial Institutions Specializing in Trusts Mortgage Real Estate Investment Trusts
  • Mutual Holding Companies
  • Regional Banks
  • Specialty Finance Companies
  • Title Insurance Providers

 Financial Institution Transacations

 The Bank Board's Role in M&A Transactions
Click here to see Ben Plotkin's interview by Bank Director magazine regarding merger and acquisitions for banks.