Mergers and Acquisitions: We’ve Got You Covered

Third Coast Bank had an aggressive, fast-paced 5-year growth strategy and it started with a merger with another community bank in Texas. With other large initiatives in motion at the same time, they knew the execution needed to be flawless to ensure their plan stayed on track. They called, we answered, the rest is history.

The Situation

Our client, a large community bank located in Texas, was preparing for a merger of equals with another community bank in Southeast Texas. They knew clear communication was critical for a synergistic transition and asked us to help.

Our Task

Our goal was to create a series of communications that not only followed regulatory requirements but welcomed and provided information to guide the employees, business and personal customers to make the transition as smooth as possible for them.

The Solution

Mills Marketing discussed the merger details with the client and worked with them to create the schedule, keeping the regulatory requirements in mind. Then we developed a robust communications campaign plan including an employee conversion brief, retail and business customer communication, mapping packets, fact sheets, a disclosure booklet, and more.

Collage of creative materials

The Results

All deadlines were met, employees were well-prepared and informed to ensure they could talk to customers, retention was high with minimal impact and zero disruption in products or services during the conversion.

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