An Established Standard Of Excellence
Grogan Associates is proud of the banks we have worked with and believe they speak to the level of professionalism and expertise that we bring to any facility transition project. Thanks to these high-level relationships, we are uniquely qualified to offer an unparalleled level of hands-on experience and success within the Corporate Real Estate arena, as evidenced by the following:

• Real Estate Project Management experience during 20 large banking mergers
• Have been involved as project managers in 20% of the largest banking mergers in the last 10 years
• Managed the consolidation of over 400 bank offices
• Reviewed security for over 700 banking locations
• Managed the move of over 285,000 safe deposit boxes
• Engaged to work in over 4,700 bank branches
• Worked in 21 states

Banking Project Abstracts
For a top five U.S. bank, Grogan Associates completed branch surveys to collect key data for the executive M&A team to review and make branch consolidation decisions. This in-footprint merger required over 75 branch consolidations. We developed analysis and reporting, considered bank capacity, evaluated vault and safe deposit box capacity and recommended consolidation strategies per consolidation location. We then managed the equipment and move vendors to complete all consolidation work and new equipment deployment. Grogan Associates project managers recommended a new process of vault consolidations that saved the bank over one million dollars.

For a top 20 regional bank, Grogan Associates managed up-fitting over 120 acquired branch facilities. The project was done to change the acquired branches to fit the branch platform strategy. We managed a joint team of Grogan construction administrators and the bank's construction administrators to coordinate the entire branch up-fit project. We successfully up-fitted the 120 branch locations under budget and in under four months.

For a top 20 bank Grogan Associates sent survey teams to each acquired branch and collected FF&E information, then compiled usable databases for the CRE and accounting teams within the bank. They also developed "as-built drawings" for each location. These drawing were then used by bank executives to make key change management decisions and develop budgets for the changes required to complete the merger integration.

For a top five U.S. bank, Grogan Associates sent survey teams to each acquired branch to develop detailed "as-built drawings" and equipment and FF&E inventories. The drawings were then entered into a system-wide CAFM system to make the facilities information available to all stakeholders, including facility managers, regional presidents and CRE managers and executives. Grogan project managers then used the information to make facility change and conversion recommendations that were implemented by bank team members.

For a regional bank, Grogan Associates reviewed the bank's equipment vendors post-merger and recommended a new consolidated purchasing plan. Grogan bank equipment experts developed a "requirements document" using information from key stakeholders within the bank. Grogan then prepared a RFP document and managed the vendor selection process until vendors and processors were in place. The project significantly reduced platform inconsistencies and saved the bank $400,000.

For a top 20 U.S. bank, Grogan Associates analyzed each acquired branch to determine merchandising requirements, ADA requirements, security, and up-fit requirements. This information was then used by Grogan project managers to prepare budgets and requirements for banking team members to implement the required changes to the branches.

For a top 20 bank, Grogan Associates developed a post merger system wide strategy that aligned the real estate to corporate strategy, reduced space requirements, and allowed for disposition of unneeded facilities. The project not only helped strategically align real estate to business unit requirements but saved the bank millions by eliminating excess space.