merger & acquisition
WE WORK WITH client organizations to develop and execute successful merger and acquisition strategies. Throughout the course of his career, John Lass has managed or been involved in numerous M&A transactions, both on the buy and sell sides. During his ten-year tenure at CUNA Mutual Group, John was SVP of Strategy and Business Development. He either led or participated in buy and sell transactions totaling more than $1 billion in value.
Earlier in his career John managed the exit for a number of private companies, including the sale of Hagberg Consulting Group to Accenture and Norm Thompson Outfitters to Golden Gate Capital.
John has worked with a number of credit union clients to implement merger strategies, including:
- Defining merger policies and criteria
- Implementing a screening program to track merger candidates
- Developing and implementing the outreach program
- Drafting the offer letter
- Designing and facilitating the due diligence process
WE ASSIST our M&A clients to identify and secure the most appropriate legal, accounting, and – when appropriate – investment banking professional services to expedite the transaction. We can also assist in the critical post-merger integration phase. In this latter activity our proprietary leadership and organizational culture assessment tools have proven to be invaluable resources.