Good luck, AmSouth
I'm not referring to the multiple that Regions Financial
The valuation of the price that Regions offered suggests to me that AmSouth may have consented to a slightly lower price to ensure that its CEO would get to run the show. It's not a dramatic undervaluation, mind you, but I could see some rival banks bettering the offer by 10% or 15%, yet still making the deal work long-term.
Assuming that this deal goes through, the combination will create the tenth-largest bank in the U.S. Moreover, the combined company (which will keep the Regions name) will have top-three deposit share in a lot of the deep South: Alabama, Arkansas, Louisiana, Mississippi, and Tennessee.
While I can see the combined company being a more formidable competitor, these mergers often create disruptions and dissatisfaction with customers. (Look at Fifth Third's
Moreover, I'd be a little nervous about the projections the companies are making for cost savings. I don't doubt that there's a lot of potential for synergy and eliminating duplicate infrastructures, but let's not forget that both of these companies have had questionable success in achieving initial goals in recent mergers.
I certainly wasn't a fan of Regions before this merger, and I wasn't all that keen on AmSouth, either. Add in the disruptions and distractions that go with any merger, and I certainly wouldn't buy into this combination today. With so many other banks out there, I think a Fool could do better with just a little digging.
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Fool contributor Stephen Simpson has no financial interest in any stocks mentioned (that means he's neither long nor short the shares).