Every target screened,
every deal defensible.
Annex screens the FDIC universe for acquisition targets, then builds the deal in a live Deal Lab - price, synergies, and marks as levers, with accretion, earnback, CET1, and IRR recomputing as you move them. Board packs ship source-backed: every figure carries its lineage back to the Call Report. Nothing is invented.
FROM 4,612 TARGETS
Outside-in target screening
Screen the full FDIC universe by asset band, market overlap, funding mix, and capital. Build a defensible target list from regulatory data - no data-room access required.
The Deal Lab
Price, cost synergies, and purchase-accounting marks are levers. Accretion, tangible-book dilution, earnback, CET1, and IRR recompute the instant you move them.
Bolt-on or MOE
Model a bolt-on tuck-in or a merger of equals - stock or cash consideration, exchange ratios, and pro-forma ownership handled in one surface.
Board packs with lineage
Export board-ready Bolt-On and MOE packs where every figure traces to its Call Report source. The model interprets the numbers; it never invents one.
Sourced from regulators,
and defensible to a board.
Annex starts from FDIC and Call Report data - no data-room access required. It screens the universe to a defensible target set, lets you build the deal in the Deal Lab, and assembles a board pack where accretion, earnback, CET1, and IRR each carry a citation back to the filed number. The model reasons over the figures; it never fabricates one.
Screen. Build. Defend.
Screen the field
Filter the FDIC universe by size, market overlap, funding, and capital to a shortlist of defensible acquisition targets.
Build in the Deal Lab
Set price, synergies, and marks. Watch accretion, earnback, CET1, and IRR move live across a bolt-on or MOE structure.
Ship the board pack
Export a source-backed Bolt-On or MOE pack. Every figure carries its lineage back to the Call Report - ready for the board.
Source the target.
Prove the deal.
Annex replaces the scattered M&A workbook with outside-in screening, a live Deal Lab, and board packs where every number is traceable.