Cordes & Company

Merger support for trust company

A regional trust company located in Arizona was purchased by a national bank and trust company.  The operations of the merging businesses needed to be combined.  Cordes & Company was retained to assist with the analysis to determine the optimum business model for the combined business.  We also led the effort to build a business, operations and systems conversion plan to implement the new business model.  The model and the plan provided a sound platform for the successful merger of the business groups.

California
2030 Main Street
Suite 1600
Irvine, CA 92614
Telephone: 949.379.1202
Colorado
5299 DTC Boulevard
Suite 815
Greenwood Village, CO 80111
Telephone: 303.721.8755
Minnesota
220 South 6th Street
Suite 2125
Minneapolis, MN 55402
Telephone: 612.455.6027
© CORDES & COMPANY