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  • Committees | Audit
  • Published: November 1st, 2013

Tax Due Diligence: It’s Not Just for Acquisitions

How do you know if your bank is handling tax accounting correctly? Sheryl Vander Baan of Crowe Horwath LLP helps boards handle oversight of this critical issue.

  • Issues | Legal
  • Published: February 22nd, 2016

It’s Time to Add Legal Analysis to the Due Diligence Process

Banks typically analyze financial issues when valuing a bank before a possible sale or acquisition. But should they be adding legal due diligence to the valuation analysis?

  • Issues | Strategy
  • Published: December 9th, 2016

How Fund Administrators Can Help Private Equity and Real Estate Funds

Fund administrators are becoming increasingly critical to how private equity and real estate funds go to market.

  • Issues | Risk
  • Published: September 23rd, 2015

Avoiding Pitfalls in Your Bank’s Data Processing Agreement

Core processing agreements are often complex, but banks can mitigate the related risks.

  • Committees | Lending
  • Published: April 24th, 2017

How to Pick the Right Digital Small Business Lending Tool: Top 10 Must Have Characteristics

There are a ton of choices out there for banks and credit unions to evaluate fintech solutions to improve the small business lending experience.

  • Issues | Bank M&A
  • Published: August 5th, 2019

2019 Mid-Year Bank M&A Outlook

Deposit competition and regulations could be among the drivers of bank deal activity for the rest of the year.

  • Archives | 1st Quarter 2015
  • Published: January 22nd, 2015

Five Questions That Directors Should Ask About Proposed Acquisitions

  • Issues | Bank M&A
  • Published: November 11th, 2016

Six Tips for Negotiating a Successful M&A Transaction

These tips for buyers and sellers can help your board and management team ensure they’re crafting the best deal.

  • Issues | Bank M&A
  • Published: January 15th, 2019

What You Should Know About M&A in 2019

Can we expect a wave of regional bank M&A in 2019?

  • Issues | Bank M&A
  • Published: November 11th, 2013

M&A: Avoiding Compliance Sinkholes

M&A activity has been heating up among financial institutions. But the road to a blissful union isn’t always a smooth one. Moss Adams outlines five key compliance issues to look out for.

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