Benchmarking and valuation analysis for a regional bank

Challenge

The bank sought expertise knowing how to view, value, and negotiate price on these opportunities.

Approach

BerryDunn advisors:

• Developed benchmarking metrics to gauge the target companies’ performance relative to their industries
• Investigated recent transactions in those industries to understand on what basis businesses were being bought and sold, helping to answer the question, “What is each company worth?”
• Assisted the client in developing and vetting its own business case (“What is the company worth to us?”) to compare that value to the likely open-market transaction price

Outcomes

Armed with insights from the benchmarking and valuation analysis, our client stood in a much better position to negotiate. The bank successfully made two acquisitions.