Mergers and acquisitions activity in financial services is increasing as organizations prioritize revenue growth through expansion and market penetration. Corporate real estate (CRE) functions must be prepared to mobilize before due diligence because real estate is typically the second-largest expense and CRE integration materially affects M&A outcomes. Early CRE engagement across customer-facing and back-office functions enables faster value realization and prevents costly mistakes such as renovating soon-to-close branches or renewing unneeded leases. Organizations should establish well-rounded CRE teams with data, analytics, and planning expertise well before transactions, enabling immediate post-close integration and execution.
Real estate is the second-largest expense for most financial services companies, so CRE integration invariably has a material impact on M&A outcomes. Because CRE touches nearly every aspect of a financial services business, from customer interactions to back-office functions, engaging the CRE team early will help your organization realize more value more quickly from a merger or acquisition than it might otherwise.
If M&A is on your institution's radar, equipping your corporate real estate (CRE) function with the ability to mobilize quickly prior to due diligence will be critical to your success. Ideally, your organization will establish a well-rounded corporate real estate team long before a merger or acquisition is actively under consideration. With access to data and analytics tools, skills, and expertise to plan the post-merger CRE integration, the CRE team can hit the ground running after close.
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