Bank common shares Valuation
The OCC requires a contractor to determine the value of common stocks for two banks that have merged. The contractor must have at least 10 years of experience valuing banking organizations’ stock prices and will produce a valuation report explaining the value, methodology, and limitations. The valuation must consider the stock value as of the merger consummation date, apply marketability discounts for closely held or thinly traded stocks, and explain any weighting of multiple methods. A defined peer group based on location, size, business model, and earnings pattern is required, while purchase premiums are not to be included in the valuation. Interested parties should send a capabilities statement to the provided OCC contact email.