What makes for a successful M&A transaction? In this video, Kara Baldwin of Crowe LLP shares key takeaways from the top acquisitions analyzed in Bank Director’s 2020 RankingBanking study, sponsored by Crowe.

To view the complete results of the 2020 RankingBanking study, click HERE.

Note: The video was filmed in January 2020, at Bank Director’s Acquire or Be Acquired conference. Baldwin’s comments reflect the environment at that time, as well as the one studied in the RankingBanking project, from 2017-18. However, many of the elements discussed remain relevant to today’s environment.

  • Considering Strategic Goals
  • Acquisitions by Bank Size
  • Successful Mergers of Equals
  • Elements of a Strong M&A Strategy
WRITTEN BY

Kara Baldwin

Partner

Kara Baldwin is a partner at Crowe LLP and currently leads the financial services audit practice.  She has more than 20 years of experience serving financial institutions.  Ms. Baldwin works with publicly held banks, private banks and bank holding companies ranging in size from $50 million to nearly $20 billion in assets.  She has assisted clients in executing numerous business combinations over the years, with a focus on the accounting, auditing and reporting of these transactions including SEC reporting requirements.  Ms. Baldwin serves on various committees of the Center for Audit Quality, is active in the accounting advisory group at Kelley School of Business at Indiana University and is a frequent speaker with the Indiana Bankers Association.