For financial institutions, the difference between a deal that looks good on paper and one that delivers measurable value is the rigor of planning and the speed of Day 2 integration.
This executive‑level webinar distills RSM’s bank M&A approach into a concise lifecycle: strategy and readiness (articulating your thesis, assessing organizational capacity, building a playbook), tax structuring (choices that affect economics and regulatory posture), diligence (benefits, IT and financial/regulatory focus areas), and post‑close integration (operating model, culture, systems, reporting and synergy capture).
RSM leaders will walk the C‑suite through an end‑to‑end playbook—from M&A strategy, organizational readiness and tax structuring to diligence across IT/financial/regulatory domains and Day 2 integration. You’ll leave with practical steps, a targeting framework and the integration disciplines required to realize synergies and protect deal value.
