GAIN CLARITY

BENCHMARKING

Financial Services

Success Stories
Color Block
Seth Webber, MBA, ASA, CBA, CVA

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.