Community Bank Mergers & Acquisitions Simplified

Regular price $258.48 (tax included)

This is an on-demand webinar

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In the last ten years, the number of bank charters in the U.S. has decreased by nearly 3,000. Despite this drastic reduction, the industry continues to experience ongoing consolidation. The number of unsolicited offers and overall pricing have increased over the past few years and there will likely be continued focus on merger activity as community banks try to position themselves in the market. Whether remaining independent, acquiring or merging with another bank, or acquiring a branch, the board must actively plan for its role. Attend this webinar to learn about the necessary planning for remaining independent or merging. It will provide an overview of key substantive considerations in the transaction process and highlight the necessary due diligence of each party. Merger and acquisition regulatory, accounting, and taxation issues will also be covered.  


  • Current merger and acquisition environment
  • The role of mergers and acquisitions
  • How to decide whether to buy another institution or branch
  • Understanding the entire acquisition process, including due diligence 
  • Proper treatment of an unsolicited offer
  • Evaluating the regulatory, accounting, and other implications of the transaction


  • Sample bank due-diligence checklist
  • Ten steps in an acquisition transaction
  • Employee training log
  • NEW – Interactive quiz

This informative session is designed for community bank directors and senior management.

PLEASE NOTE: The live webinar option allows you to have one internet connection (from a single computer terminal). You may have as many people as you like listen and watch from your office computer.

ABOUT THE PRESENTER – Jeffrey C. Gerrish, Gerrish Smith Tuck, PC
Jeffrey Gerrish is Chairman of the Board of Gerrish Smith Tuck Consultants, LLC and a member of the Memphis-based law firm of Gerrish Smith Tuck, PC, Attorneys. The two firms have assisted over 2,000 financial institutions in all 50 states. Jeff’s consulting and legal practice places special emphasis on strategic planning; community bank mergers and acquisitions; dealing with the regulators, particularly as related to enforcement actions; bank holding company formations; acquisition and ownership planning for directors; stock repurchase plans; regulatory and compliance issues, including fair lending, unfair and deceptive and abusive practices; capital raising; securities law; ESOPs; and other matters of importance to community financial institutions.

Originally recorded on June 10, 2019.

Recorded webinar is available until December 31, 2019.

Free Digital Copy included with purchase to download and view beyond link expiration date.

Price includes sales tax.