Join us for the latest episode of Travillian Next, where Brian Love, Head of Banking & Fintech at Travillian, dives into the hot topic of credit unions acquiring community banks.
In this discussion, Brian sits down with Jeffrey Cardone, Partner and Attorney at Luse Gorman, PC, and Michael Bell, Partner at Honigman LLP, to explore the dynamics of these acquisitions. They shed light on the roles played by all parties involved and the hurdles they encounter along the way.
But that’s not all – they also zoom out to examine the broader landscape of mergers and acquisitions in the banking sector. From succession planning to regulatory challenges, they unpack the complexities driving M&A activity.
Don’t miss out on this deep dive into the future of banking mergers!
Video Index
00:15 | Introduction
02:22 | Trend of Credit Union Buying Community Banks
04:19 | Jeff’s Role in Credit Union Bank Deals
05:27 | Mike’s Role in Credit Union Bank Deals
08:01 | Macro Lens of M&A
10:03 | M&A Activity in the Banking Industry
12:25 | Succession Planning and Liquidity Events
14:19 | Difficulty of Being on the Sell Side vs. Buy Side
24:21 | Motivations for Credit Unions to Acquire Banks
26:53 | Regulatory Challenges and Policy Perspectives
27:53 | Consolidation in the Banking Industry
29:38 | Soft Issues in Bank-Credit Union Deals
31:43 | Synergies and Benefits of Bank-Credit Union Mergers
33:22 | Geographic Considerations in Bank-Credit Union Deals
36:56 | Cultural Integration in Bank-Credit Union Mergers
Travillian’s Banking and FinTech Practice provides Search and Talent Advisory services to depository institutions across the country. Established in 1998, the firm has built a unique platform that touches every corner of the industry. To learn more, click here, or get in touch below!
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Brian Love, Head of Banking & Fintech
(484) 680-6950 | blove@travilliangroup.com |
