Volatile markets, rising rates and lower valuations have put a damper on bank M&A activity in 2022. However, the need to achieve operating leverage and scale has not receded and banks should continuously evaluate how they can maximize stakeholder value. The call for new ways to become more efficient, build scale, expand product offerings, and keep pace with digital adoption remains, which banks can often achieve more quickly and efficiently by partnering with another institution. However, in the unprecedented economic environment we’re in, properly assessing risks associated with M&A, particularly if the U.S. economy moves into a recession, is essential.
Title: State of the Industry – Advisor Roundtable (Part 1)
Speakers :
Nathan Stovall (Moderator) : Principal Research Analyst, S&P Global Market Intelligence
Scott Anderson : Global Head of Investment Banking, Keefe, Bruyette & Woods
Mitch Eitel : Managing Partner, Financial Services Group, Sullivan & Cromwell
Mark Menting : Partner, Sullivan & Cromwell
David Sandler : Managing Director, Co-Head of Financial Services Investment Banking, Piper Sandler
Title: Analysis to Optimize M&A Strategy & Execution (Part 2)
Agenda: During this on-demand webinar, we review tools on Capital IQ Pro that can help you drive deal flow, including how to locate targets, gather comps, conduct valuations using our Bank Valuation model, monitor markets, and analyze the success of a potential acquisition using our proprietary Merger Model.
Speakers :
Rob Downey : Senior Relationship Manager, S&P Global Market Intelligence
Agenda: A panel discussion on the current drivers and considerations for mergers and acquisitions in the banking industry and what to expect for 2023, featuring leading Bank M&A advisors who have been active dealmakers for many years and through many economic cycles.
