Stock Valuations and Fairness Opinions

Members of McAuliffe Financial have been actively involved in over 170 valuation appraisals for thrifts converting from mutual stock form of ownership. Additionally, they have written over 30 fairness opinions for bank combinations. McAuliffe Financial also prepares stock valuations for ESOPs and companies with iliquid stock.

Mergers & Acquisitions

Since 1985, members of McAuliffe Financial have been involved in over 50 bank merger and acquisition transactions. Their involvement has included structuring financial terms of the transaction, financial forecasting, mark-to-market analyses, marketing financial institutions for sale, finding appropriate suitors and negotiating deal pricing. Clients have benefited through superior pricing and … Continue reading

Strategic Planning

Strategic planning results in improved profitability, market flexibility and clear regulator understanding. We help identify strengths and weaknesses and prepare a course of action designed to address corporate objectives with senior management and board members. Business plans can also be designed to address specific market niches, cease and desist orders … Continue reading