Mutual Bank Conversion Analysis
Budget / Salary$250–750
TypeFreelance project
LocationRemote
Posted1 hour ago
I will send you a starter list of roughly 100–150 mutual-to-stock conversion transactions completed by U.S. savings banks and thrifts over the past decade. The file already notes whether each deal was a full conversion or a first-step MHC reorganization; what I need from you is the deep dive that turns that raw list into an actionable dataset for investment decision-making.
For every transaction on the list, please research the publicly available filings—prospectuses, 10-K/10-Q reports, call reports, and any subsequent investor presentations—and record, at a minimum, the institution’s return on assets (ROA) for the first full fiscal year PRIOR TO CONVERSION - Correction!!!
Search in SEC - EDGAR Filings the Review of IPO Submissions in SEC Databases.
The two attachments are a more complete description of the project and all of the Mutual Bank conversions since 2013. Again I do not want the second-step conversions, only the first step and the standard conversions, and I'm only looking for financial analysis immediately preceding the conversion.
For every transaction on the list, please research the publicly available filings—prospectuses, 10-K/10-Q reports, call reports, and any subsequent investor presentations—and record, at a minimum, the institution’s return on assets (ROA) for the first full fiscal year PRIOR TO CONVERSION - Correction!!!
Search in SEC - EDGAR Filings the Review of IPO Submissions in SEC Databases.
The two attachments are a more complete description of the project and all of the Mutual Bank conversions since 2013. Again I do not want the second-step conversions, only the first step and the standard conversions, and I'm only looking for financial analysis immediately preceding the conversion.
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