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22 articles tagged financial-services

Due Diligence

Financial Services M&A: Regulatory Approvals and Compliance Due Diligence

A practical guide to financial services M&A due diligence for deal attorneys. Covers FDIC and OCC approval processes, state banking regulator requirements, broker-dealer compliance, and the regulatory complexities that extend deal timelines.

February 17, 2026·8 min read
Industry

M&A Due Diligence for Financial Services Companies: Complete Guide

A comprehensive guide to M&A due diligence specific to the financial services industry.

December 14, 2025·5 min read
Industry

Technology Considerations in Financial Services M&A

Technology assets and risks in financial services acquisitions.

December 3, 2025·5 min read
Industry

Financial Modeling for Financial Services Transactions

Financial analysis in financial services deals.

November 23, 2025·5 min read
Industry

Key Contract Provisions in Financial Services Transactions

Unique contract provisions in financial services deals.

November 20, 2025·5 min read
Industry

Regulatory Considerations for Financial Services M&A

Regulatory landscape for financial services acquisitions.

October 30, 2025·5 min read
Industry

Cybersecurity Diligence for Financial Services Companies

Security review in financial services acquisitions.

October 21, 2025·5 min read
Industry

Data Privacy in Financial Services Transactions

Privacy compliance in financial services M&A.

October 5, 2025·5 min read
Industry

IP Due Diligence in Financial Services Acquisitions

Intellectual property review in financial services M&A.

September 28, 2025·5 min read
Industry

Environmental Issues in Financial Services Acquisitions

Environmental diligence for financial services deals.

September 20, 2025·5 min read
Industry

Due Diligence Red Flags in Financial Services Acquisitions

Red flags to watch for in financial services deals.

August 5, 2025·5 min read
Industry

How to Value Financial Services Companies in Acquisitions

Valuation methodologies and metrics for financial services M&A transactions.

August 3, 2025·5 min read
Industry

Customer Contracts in Financial Services M&A

Customer contract review for financial services acquisitions.

July 20, 2025·5 min read
Industry

Insurance Requirements for Financial Services M&A

Insurance coverage in financial services acquisitions.

July 17, 2025·5 min read
Industry

Real Estate Considerations in Financial Services M&A

Real property issues in financial services transactions.

June 18, 2025·5 min read
Industry

Cross-Border Financial Services M&A: Key Considerations

Cross-border transactions in financial services.

May 26, 2025·5 min read
Industry

Employee Retention in Financial Services Acquisitions

Retaining key talent in financial services M&A.

May 14, 2025·5 min read
Industry

Post-Merger Integration Playbook for Financial Services

PMI best practices for financial services deals.

April 8, 2025·5 min read
Product

How Financial Services Firm Used Mage for BSA/AML Review

Real-world case study: how financial services firm used mage for bsa/aml review. See how Mage Regulatory delivered results.

January 28, 2025·5 min read
Industry

Integration Challenges in Financial Services M&A

Best practices for integrating financial services acquisitions.

January 26, 2025·5 min read
Industry

Financial Services Industry M&A Trends and Outlook

Current trends and outlook for financial services M&A.

January 20, 2025·5 min read
Industry

Vendor Relationships in Financial Services Acquisitions

Supply chain diligence in financial services M&A.

January 18, 2025·5 min read