McQueen Financial Transaction Advisory professionals work with strategic and financial buyers and sellers across the full spectrum of merger and acquisition engagements. Our transaction advisory team is committed to delivering the highest levels of responsiveness, and promote regular, ongoing dialogues throughout every stage of the transaction cycle. We provide our clients with accurate and concise advice to assist in making informed decisions. Our transaction advisory service includes:

A review of a full range of strategic options consistent with client’s objectives and needs, including but not limited to:

  • Merger and acquisition opportunities, corporate sales, or branch divestitures. 
  • Provide a recommended value for pricing, potential forms of consideration, and general transaction structure
  • Prepare an executive memorandum, highlighting potential strategic opportunities our client presents to an acquirer
  • Present recommendations to management teams and boards of directors
  • Conduct full due diligence review, assessing operating and financial issues and opportunities


Transaction Accounting & Reporting provides financial reporting in support of mergers and acquisition activities, assistance with purchase accounting, and the creation of post-acquisition financial statements. Our transaction accounting & reporting includes:

  • Asset & Liability Valuations
  • Balance Sheet Valuations
  • Business Valuations
  • Core Deposit Intangible Analysis
  • Merger Consulting
  • Regulatory Compliance
  • Feasibility Studies