Bank common shares Valuation
Closed Pre-Solicitation Posted
- Solicitation number
- 2031JW26I00010
- Agency
-
Office of the Comptroller of the Currency
Department of the Treasury
- Responses due
- Set-aside
- No set-aside
Opportunity facts
- NAICS code
- Not on record
- PSC
- Not on record
- Place of performance
- Washington, District of Columbia, United States
- Points of contact
Notice details come from SAM.gov. Updated .
About this opportunity
The Office of the Comptroller of the Currency intends to solicit a contractor to perform bank common shares valuation following a merger, with capabilities statements due by August 18, 2026. The OCC requires a contractor with at least 10 years of experience valuing banking organizations' stock prices and will award based on a valuation report that documents the value, methodology or methodologies, and limitations applied to determine the value of the bank stocks.
The valuation must address the stock value as of the merger consummation date, application of marketability discounts for closely held or limited-trading-history shares, and weighting methodology if multiple valuation methods are applied. The contractor must define a peer group based on location, size, business model, and earnings pattern. The OCC has specified that valuation methods exclude consideration of purchase premiums, which the agency notes are not regular or predictable elements of value and depend on purchaser acquisition or control plans rather than intrinsic stock value.
No set-aside is anticipated. Interested vendors should submit capabilities statements to marlon.holland@occ.treas.gov.
Notice text
Background: two banks have merged and the OCC is required to determine the value of the bank's common stocks. The OCC is looking for a contractor with at least 10 years of experience valuing banking organizations’ stock prices.
The OCC will require a valuation report outlining the value, methodology (s), and limitations used by the contractor to determine the value of the bank stocks. Valuation Methodology Considerations: - Value of the stock as of the date of consummation of the merger. - Application of a marketability discount for stocks that are closely held or have a limited trading history. - If more than one method is used, are varying weights applied in reaching an overall valuation? If so, how are the weights determined. - For mergers, the OCC recognizes that purchase premiums do exist and may, in some instances, be paid for in the purchase of small blocks of shares. The payment of purchase premiums, however, depends entirely on the acquisition or control plans of the purchasers, and such payments are not regular or predictable elements of value. Consequently, the OCC's valuation methods do not include consideration of purchase premiums in terms of the value of shares. - Defined peer group based on location, size, business model, and earnings pattern.
Please send Capabilities statement to marlon.holland@occ.treas.gov
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