As banks restructure their business models they are often put in the position of looking to buy, sell or merge with other bank trust entities, or Registered Investment Advisors. We find that many banks are too small to get the desired level of attention from traditional investment banks. WCG assembles the resources to properly evaluate and bring a restructuring to successful conclusion.

Unlike other firms providing this service, we have hands on experience as practicing professionals in bank-based, wealth management, and RIAs. We understand the business from the inside, out and are in a position to address the intangible issues pre, and post sale, through implementation, that impact short-term value and long-term adoption & implementation.

Let us help your institution assemble the right tools for purchases, sales, and mergers, and correctly assess the intangibles that impact success rates and valuation.

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