Services:
LOGOS Financial Advisors LLC provides a complete range of investment banking advisory services to financial
institutions. With each new client relationship, we work closely with management to understand their goals
and objectives.
Our goal is to provide client management and directors with knowledgeable, objective and independent
investment banking advice and guidance.
Advisory Services:
Our advisory practice offers insightful advice and services designed to help our clients achieve their objectives.
Our transaction experience and thirty year tenure in the financial services sector matches and often exceeds that
of niche banking firms and Wall Street’s largest investment houses. We possess both commercial banking
management and investment banking experience. We respond quickly to the needs of and opportunities for our
clients.
Strategic Assessments and Opinions:
Managers and directors require objective and independent assessments of their strategic alternatives and
intrinsic values for a variety of reasons: to go public, list,their securities, merge, acquire or sell, to restructure
capital or ownership interests, or simply to educate the board of directors in today’s ever-changing
environment. Our knowledge of the financial services industry is drawn from personal, professional experiences
gained from acting as consultants and financial advisors to the industry for more than thirty years.
Our strategic assessments and any subsequent recommendations are based upon a rigorous analysis of current
and historical financial, market, and industry data; regulatory, legal, and audit reports; discussions with
management; and other available information deemed appropriate. Our findings are then presented to
management and, subsequently, to the board of directors for review and consideration.
If our recommendation leads to a corporate action, securities offering, acquisition or sale, we can provide
management and the board of directors with assistance and our “fairness opinion.” Occasionally, we provide
second opinions when the client’s traditional advisor may be conflicted. With the consent of management and
the board, we will assist in negotiations, as appropriate, to assure stockholders of the best possible outcome.
Such assistance enhances the consideration received in these transactions.
Mergers and Acquisitions:
The decision to acquire or sell a financial institution is the most important decision a management and board of
directors can make. The success of any transaction should be based on a sound business approach to such
transactions. We can be a source for planning, negotiation and implementing a successful merger and
acquisition program. Our services include a thorough study of both the seller’s and buyer’s expectations
arising from a transaction and the financial consequences thereto. Working as a team with management and
the board of directors, we will help design an appropriate plan, taking into consideration the many complexities
of today’s marketplace and regulatory environment.
Our merger and acquisition advisory services include one or more of the following:
• Developing and implementing an acquisition strategy.
• Developing takeover defense strategies.
• Identifying, contacting, and negotiating with potential buyers or sellers.
• Performing pro-forma merger analysis.
• Analyzing and modeling financial data.
• Determining a fair value for the institution.
• Recommending actions to maximize value or minimize cost.
• Negotiating terms of any agreements.
• Assisting in the due diligence process.
• Structuring and effecting divestiture or disposition strategies in connection with an acquisition.
LOGOS FINANCIAL ADVISORS, LLC Banking Experience, Knowledge and a Passion for the Business
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