M&A and investment

Heritage National Bank

Intermediate Financial Services Interviewer-led 5 questions 8 exhibits

Heritage National Bank must select the merger target that gives its integration the best chance of success.

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The brief

Our client, Heritage National Bank, is a 180-year-old US bank serving 70 million customers. The company's growth has been sluggish due to its base of elderly customers who mostly hold pension and retirement accounts. The bank's CEO has identified several acquisition targets that could help the bank tap into younger customer demographics, attract younger leadership and talent, and acquire tech-enabled services.

The CEO is aware that ~30% of mergers fail due to cultural incompatibility and wants to select the best target to maximize the chance of success of the integration.

You were hired to help Heritage National Bank select the best target to ensure a successful integration.

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Structuring Numeracy Judgement Creativity Synthesis

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