Financial Institutions M&A, Tax & Compliance Support

Financial clarity for transactions, integrations, and complex reporting environments.

A.Y.Bassam & Co. LLP assists banks, credit unions, investment businesses, nonbank lenders, and other financial-services companies with the accounting, tax, and financial dimensions of mergers, acquisitions, investments, and organizational change.

We help clients assess target financials, identify tax considerations, evaluate purchase-price and transaction economics, prepare financial schedules, and support post-transaction integration. We can also assist with financial information requested in regulatory, audit, or diligence processes while coordinating with legal counsel on legal and regulatory requirements.

Buy-side and sell-side financial due diligence
Tax due diligence and transaction tax modeling
Quality-of-earnings and normalized earnings analysis
Purchase-price and working-capital analysis
Financial statement and balance-sheet review
Post-acquisition accounting and integration support
Financial schedules for regulatory or transaction processes
Management and investor reporting