# Bank common shares Valuation

Canonical: https://abierto.us/opportunities/2031jw26i00010

- Solicitation number: 2031JW26I00010
- Notice type: Sources sought
- Status: Closed. Deadline was August 18, 2026 at 3:00 PM EDT
- Department: Department of the Treasury
- Agency: Office of the Comptroller of the Currency
- Contracting office: Office of Management / Cfo (2031KB)
- Place of performance: Washington, District of Columbia
- County: District of Columbia (FIPS 11001). https://abierto.us/counties/district-of-columbia-dc-11001
- City: Washington. https://abierto.us/cities/washington-dc-1150000
- First posted: August 12, 2026
- Last posted: August 12, 2026
- SAM.gov: https://sam.gov/workspace/contract/opp/68a407f1a35e439db581f83bc940c88c/view

## Description

**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

## Publications

- August 12, 2026: Sources sought, due August 18, 2026 at 3:00 PM EDT. Notice 68a407f1a35e439db581f83bc940c88c. https://sam.gov/workspace/contract/opp/68a407f1a35e439db581f83bc940c88c/view

## Points of contact

- Marlon Holland, marlon.holland@occ.treas.gov, 2028977033

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Source: SAM.gov Contract Opportunities bulk extract. Confirm deadlines on SAM.gov before responding. Cite https://abierto.us/opportunities/2031jw26i00010.