We Do M&A Differently
Essential analytics and customized proactive targeting
We use proprietary strategic intelligence to unlock unique growth opportunities for your bank.
Invictus customizes the M&A process for your bank. We find the right target and help create the deal.
Every bank is different. Each has its own industry-focused footprint and unique asset and liability composition that must be quantified. We use the BankGenome™ system to:
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Evaluate all banks within management-defined markets, measuring their value proposition for your bank.
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Quantify the relative impact on your bank’s shareholder value of acquiring each target versus organic growth.
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Analyze each transaction’s value components – loans, deposits, securities, and more – rather than using extrapolated financial statements and generalized rules-of-thumb like multiple-of-book and payback periods.
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Utilize the Invictus industry-leading capital adequacy models to ensure capital adequacy and regulatory communications.
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Exploit inconsistencies in present market pricing techniques to your bank’s advantage.
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Dramatically reduce senior management time and resource commitment with accurate, realistic loan-level pro forma modeling.
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Use the results to customize the approach to the targets that make strategic sense and help you close the deal. Invictus created and closed seven non-auction deals in 2017 and 2018.
A Sample of Invictus M&A Intelligence
SAMPLE 1: Invictus Capital Efficiency Radar
Banks within 100 miles of client identified as likely M&A targets based on level of available capital and region.
SAMPLE 2: The Invictus Pricing Advantage
Every bank for sale has a different value proposition for each individual buyer. Invictus calculates the ceiling price a bank should pay for every target, giving banks a competitive advantage and allowing them to exploit differences between that price and the going market rate.
Read more about the Invictus approach in this presentation .
We do M&A differently because we have proprietary analytics.
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We reveal hidden value and risk within acquisition targets.
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If a deal doesn’t make sense for your bank, we tell you when to walk away.
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We sort every bank in the country to define the M&A landscape.
Our M&A team includes strategists, analysts, investigators and former bank CEOs. The team is led by Invictus Chairman Kamal Mustafa, former head of global M&A at Citibank, Invictus president Adam Mustafa, and M&A Director Andrew O’Keefe. Everything we do is backed by an exclusive database and differentiated analytics, powered by BankGenome™. Our goal is to maximize shareholder value. We consider the impact of an M&A transaction on every aspect of your bank’s strategic plans.