— Advisory & Valuation Services —
A nationwide practice, Serving financial and enterprises across all 50 states.
# 1
Merger valuations nationally
Unmatched experiences depth and quality
30 +
Years of experience
Senior-led engagements across all 50 states
500 +
Transactions completed
Mergers, acquisitions, valuations & advisory
Our flagship services
Credit Union Mergers
The nation's most-engaged provider of merger valuations for credit unions. Independent, defensible, and NCUA-aligned valuations that stand up to regulatory scrutiny and member vote.
Bank Acquisitions
Sell-side and buy-side advisory for whole-bank transactions. Valuation, fairness opinions, process management, and negotiation support — delivered with a team that has lived through every stage.
Branch Acquisitions & Divestitures
Branch-level deposit and loan portfolio transactions, including carve-outs, geographic rationalization, and deposit-premium negotiations. We model the unit economics on both sides of the deal.
Deliverables
Deposit Valuation · Loan Marks · Core Deposit Intangibles
Business Valuations
Rigorous, independent business valuations tailored to specialized financial entities, including CUSOs, ESOP, mortgage operations, insurance agencies, FinTech, and trust companies.
Typical Engagement
Stock Valuations · Investor Briefings · Strategic Analysis
Enterprise & Company Valuations.
We value businesses across the entirety of the financial ecosystem — not only depositories, but every company that touches them. When a board, auditor, or counsel needs a defensible number, this is the practice they call.
Depositories
Credit Unions
Depositories
Credit Unions
Carriers
Insurance Companies
Capital Markets
Investment Firms
Originators
Mortgage Companies
Servicing
Title Companies
Subsidiaries
CUSOs
Any Industry
Private Companies
Recent Transactions
Has entered into a definitive agreement to acquire
McQueen Financial Advisors served as the exclusive Financial Advisor.
Announced: 10/3/2024
Has entered into a definitive agreement to acquire
McQueen Financial Advisors served as the exclusive Financial Advisor.
Completed: 6/1/2025
Has entered into a definitive agreement to acquire
McQueen Financial Advisors served as the exclusive Financial Advisor.
Completed: 4/11/2025
Has entered into a definitive agreement to acquire
McQueen Financial Advisors served as the exclusive Financial Advisor.
Announced: 9/3/2024
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About Us
Leading nationwide provider of financial advisory services
Address: 1239 Anderson Rd, Clawson, MI 48017
Phone: (248) 548-8400
Email: info@m-f-a.com
Services
We provide our clients with expert, personal, professional, results-oriented service designed to provide a competitive advantage in an ever-changing market.