Financial Institutions Group2023-08-10T17:35:15-05:00

Financial Institutions Group

SAMCO’s Financial Institutions Group specializes in financial institutions, including mergers and acquisitions, valuations, and financial advisory services for community banks and thrifts. The principal of this group, Jacob Thompson, has been involved in over 50 mergers and acquisitions and 100 valuations of financial institutions during his career.

Results oriented and fully committed to serving the client, we provide a full range of M&A and financial advisory services, including:

  • Acquisition advisory
  • Exclusive sale advisory
  • Merger advisory
  • Management buyouts
  • Branch acquisition/divestiture advisory
  • Failed bank acquisition advisory
  • Loan placement/syndication
  • Problem asset resolution

In addition to its advisory practice, we provide the following valuation services:

  • Share offering/repurchase
  • Subchapter-S elections
  • Going/staying private transactions
  • Annual ESOP appraisals
  • Estate tax appraisals
  • Independent, third-party fairness opinions


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