Case Study : New England Community Bank

A New England Community Bank wanted to buy an equipment leasing company in order to expand their growth opportunities. This bank did not have specialized leasing industry expertise within the organization. They also had limited management resources to commit to such a large project. Kellogg was engaged in order to:

1. Evaluate potential candidates and complete detailed due diligence.
2. Assist in the structuring of the acquisition terms.
3. Close the transaction.
4. Manage the integration of the acquired equipment leasing company into the bank.

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• New England Community Bank
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What Our Clients Say

“David has been the ideal facilitator for helping our fifty-year-old $35M family hardware business complete the generational transfer of ownership to management. He handled all the internal and external stakeholders with professionalism and decency that resulted in everyone feeling heard, respected, and well served. I will forever be thankful for his steady hand making this financial and emotional transition for our family a success rather than a replay of a Shakespearian tragedy.”

- Greg Kidd
  Co-Founder and CEO, GlobaliD
  Founding Partner, Hard Yaka

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