v3.26.1
Acquisitions
3 Months Ended
Mar. 31, 2026
Acquisitions  
Acquisitions

12.   Acquisitions

On March 1, 2026, the Corporation completed its acquisition of CedarStone Financial, Inc. Therefore, the results of CedarStone have been included in the results of operations beginning on March 1, 2026. Upon the terms and subject to the conditions set forth in the Merger Agreement, at the effective time of the Interim Merger (the “Effective Time”), First Financial paid $19.12 per share in cash for each share of CedarStone’s common stock outstanding. The aggregate value of the transaction was approximately $25.0 million. Acquisition-related costs of $1.5 million were included in the Corporation’s income statement for the year-to-date period ended December 31, 2025. Additionally, the Corporation included acquisition-related costs of $41 thousand in the Corporation’s income statement for the three months ending March 31, 2026.

The following table summarizes the consideration paid and the amounts of the assets acquired and liabilities assumed recognized at the acquisition date, which resulted in a bargain purchase gain of $716 thousand. Changes to the acquisition-date fair values of the assets acquired, liabilities assumed, or consideration transferred during the measurement period may result in adjustments to the bargain purchase gain. The analysis of the review of accruals and the tax impact of the fair value adjustments is still in process.

Measurement

As Initially

Period

(Dollar amounts in thousands)

  ​ ​ ​

Reported

Adjustments

As Adjusted

Consideration

  ​

  ​

  ​

Cash consideration

$

25,003

$

$

25,003

Fair value of total consideration transferred

$

25,003

$

$

25,003

Assets acquired

 

  ​

 

  ​

 

  ​

Cash

$

13,224

$

$

13,224

Investment securities available-for-sale

 

53,509

 

 

53,509

Federal funds sold

 

 

 

Bank owned life insurance

 

4,481

 

 

4,481

Federal Home Loan Bank stock

 

1,215

 

 

1,215

Loans

 

286,102

 

 

286,102

Premises and equipment

 

11,106

 

 

11,106

Core deposit intangibles

 

5,317

 

 

5,317

Other assets

 

773

 

 

773

Total assets acquired

 

375,727

 

 

375,727

Liabilities assumed

 

  ​

 

  ​

 

  ​

Deposits

 

313,536

 

 

313,536

FHLB advances

 

28,942

 

 

28,942

Other borrowings

5,485

5,485

Other liabilities

 

2,045

 

 

2,045

Total liabilities assumed

 

350,008

 

 

350,008

Net identifiable assets

 

25,719

 

 

25,719

Bargain purchase gain

$

(716)

$

$

(716)

The fair value of net assets acquired includes fair value adjustments to certain receivables that were not considered impaired as of the acquisition date. The fair value adjustments were determined using discounted contractual cash flows. However, the Corporation believes that all contractual cash flows related to these financial instruments will be collected. As such, these receivables were not considered impaired at the acquisition date and were not subject to guidance relating to purchase credit deteriorated loans, which have shown evidence of credit deterioration since origination. Adjustments made above were within the allowable one year measurement period.

The fair value of purchased financial assets with credit deterioration was $3.0 million on the date of acquisition. The gross contractual amounts receivable relating to the purchased financial assets with credit deterioration was $3.7 million. The Corporation

estimates, on the date of acquisition, that $695 thousand of the contractual cash flows specific to the purchased financial assets with credit deterioration will not be collected.

The following table presents supplemental pro forma information as if the acquisition had occurred at the beginning of 2025. The unaudited pro forma information includes adjustments for interest income on loans and securities acquired, interest expense on deposits acquired, and the related income tax effects. The pro forma financial information is not necessarily indicative of the results of operations that would have occurred had the transactions been effected on the assumed dates.

  ​ ​ ​

Three Months Ended March 31,

(Dollar amounts in thousands, except per share data)

2026

2025

Net interest income

$

58,027

$

54,208

Net income

$

19,382

$

18,779

Basic and diluted earnings per share

$

1.63

$

1.59

On July 1, 2024, the Corporation completed its acquisition of SimplyBank. Therefore, the results of SimplyBank have been included in the results of operations beginning on July 1, 2024. Upon the terms and subject to the conditions set forth in the Merger Agreement, at the effective time of the Interim Merger (the “Effective Time”), other than dissenting shares, each share of SimplyBank Common Stock issued and outstanding immediately prior to the Effective Time, was converted into the right to receive $718.38 per share in cash. The aggregate value of the transaction was approximately $73.4 million. Acquisition-related costs of $1.7 million were included in the Corporation’s income statement for the year-to-date period ended December 31, 2024.

Goodwill of $11.2 million arising from the acquisition consisted largely of synergies and the cost savings resulting from the combining of the operations of the companies. The goodwill value is subject to change pending receipt of the final valuation. The goodwill for SimplyBank is deductible for income tax purposes as the transaction was accounted for as a taxable acquisition. The following table summarizes the consideration paid and the amounts of the assets acquired and liabilities assumed recognized at the acquisition date.

Measurement

As Initially

Period

(Dollar amounts in thousands)

  ​ ​ ​

Reported

Adjustments

As Adjusted

Consideration

  ​

  ​

  ​

Cash consideration

$

73,400

$

$

73,400

Fair value of total consideration transferred

$

73,400

$

$

73,400

Assets acquired

 

  ​

 

  ​

 

  ​

Cash

$

101,553

$

$

101,553

Investment securities available-for-sale

 

77,350

 

 

77,350

Federal funds sold

 

 

 

Bank owned life insurance

 

12,816

 

 

12,816

Federal Home Loan Bank stock

 

726

 

 

726

Loans

 

467,997

 

(2,731)

 

465,266

Premises and equipment

 

14,231

 

 

14,231

Core deposit intangibles

 

19,788

 

 

19,788

Other assets

 

6,184

 

 

6,184

Total assets acquired

 

700,645

 

(2,731)

 

697,914

Liabilities assumed

 

  ​

 

  ​

 

  ​

Deposits

 

622,937

 

 

622,937

FHLB advances

 

1,719

 

 

1,719

Other liabilities

 

12,899

 

(1,797)

 

11,102

Total liabilities assumed

 

637,555

 

(1,797)

 

635,758

Net identifiable assets

 

63,090

 

(934)

 

62,156

Goodwill

$

10,310

$

934

$

11,244

The fair value of net assets acquired includes fair value adjustments to certain receivables that were not considered impaired as of the acquisition date. The fair value adjustments were determined using discounted contractual cash flows. However, the Corporation believes that all contractual cash flows related to these financial instruments will be collected. As such, these receivables were not considered impaired at the acquisition date and were not subject to guidance relating to purchase credit deteriorated loans, which have shown evidence of credit deterioration since origination. Adjustments made above were within the allowable one year measurement period.

The fair value of purchased financial assets with credit deterioration was $1.7 million on the date of acquisition. The gross contractual amounts receivable relating to the purchased financial assets with credit deterioration was $4.7 million. The Corporation estimates, on the date of acquisition, that $3.0 million of the contractual cash flows specific to the purchased financial assets with credit deterioration will not be collected.

The following table presents supplemental pro forma information as if the acquisition had occurred at the beginning of 2023. The unaudited pro forma information includes adjustments for interest income on loans and securities acquired, interest expense on deposits acquired, and the related income tax effects. The pro forma financial information is not necessarily indicative of the results of operations that would have occurred had the transactions been effected on the assumed dates.

  ​ ​ ​

Year Ended December 31,

(Dollar amounts in thousands, except per share data)

2024

2023

Net interest income

$

188,441

$

196,646

Net income

$

36,425

$

70,586

Basic and diluted earnings per share

$

3.08

$

5.91