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.

7979 E. Tufts Avenue
Suite 820
Denver, CO 80237
Telephone: 303.721.8755
2677 N. Innsbruck Drive
Suite A
New Brighton, MN 55112
Telephone: 612.455.0985
2030 Main Street
Suite 1300
Irvine, CA 92614
Telephone: 949.379.1202