Our Services

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Olden Lane’s M&A Advisory Services group assists credit unions with merger and acquisition (“M&A”) strategies and transactions related to (1) mergers among credit unions, (2) acquisitions of community banks, or (3) the purchase or sale of branch locations.  

We offer services to credit unions interested in merging into another credit union or selling branch locations (“Sell Side Clients”), or (B) credit unions interested to absorb another credit union, purchase a community bank branch locations of another credit union or bank (“Buy Side Clients”).  

Our team can assist Sell Side Clients with any of the following services:

• Education on Process and Market Dynamics

• Transaction Planning and Objective Setting  

• Related Financial Analysis

• Buyer Prospect Identification 

• Arranging Confidential Contacts

• Facilitation of Management Meetings

• Offer Evaluation and Negotiation 

• Coordination of Due Diligence & Deal Execution

We can assist Buy Side Clients with any of the following services:

• Education on Process and Market Dynamics

• M&A Strategy Planning

• Target Selection and Monitoring

• Valuation Analysis 

• Financial Modeling and Capital Analysis

• Target Outreach & Communications

• Preparation of M&A Proposals

• Assistance in preparation of NCUA approval packages

• Advice related to Transaction Structure and Negotiations

• Assistance with Due Diligence and Deal Execution

• Assistance with NCUA-assisted mergers