M&A Trends and Outlook: A Q&A with Ted Rosinus, Managing Director at Stephens
In the latest Travillian Next episode, Travillian hosts Brian Love, Head of Banking & Fintech, and Indra Elangovan, Head of Strategic Advisory, sat down with Ted Rosinus, Managing Director at…
Read more
Optimism Amidst Uncertainty: What’s Next for Bank Executives and Balance Sheets?
Discover insights from industry expert Matt Resch, Founder of RT Partners (7/2023 – Present), Co-Head of PNC FIG Advisory (4/19 – 7/2023), and Co-Founder of Ambassador Financial Group (9/2006 –…
Read more
Q3 Bank Earnings Preview and Why We’re Approaching a New Bank Stock Investment Cycle
The bank stock roller coaster ride continued during Q3. Bank stock performance during the third quarter seemed to validate both the hopes and fears of just about all market observers. …
Read more
It’s Time for the Tough to Get Going: Banking in 2023 – An Investment, M&A, and Regulatory Perspective
Recent developments in the bank sector have led to confusion and uncertainty about the road ahead. In this wide-ranging and timely discussion with Travillian’s Head of Banking and Fintech, Brian…
Read more
SVB/SBNY – Insiders Take on the Lead Up to Failure, Auction Process and Suggested FDIC Insurance Revisions
With the credible perspective very few possess, Hernan Hernandez sheds light on this past weekend’s wild events which shockingly led to Silicon Valley Bank and Signature Bank failing. Joined by…
Read more
How Banks Can Navigate Gray Skies and Seize Opportunity in 2023
Nate Mittag and Frank Sorrentino, Managing Directors of FIG at Stephens, joined Brian Love, Head of Banking and Fintech at Travillian, in a conversation about the state of the community…
Read more
Bank Stock Outlook ’23: Negativity Abounds, But Is It Overdone?
The consensus view is that last year’s challenges will extend well into the new year Coming on the heels of a very challenging year for markets and bank stocks in…
Read more
Bankers And Investors Are at Odds, But Can They Both Be Right?
We’ve noticed a recurring theme in meetings between bank stock investors and bank management teams over the past several months. In recent months, commentary from regional and community bank management…
Read more
How Investment Bankers Have the Eye of the Tiger in This Challenging Capital Markets Environment (Part I)
Subscribe to Our Investment Banking Mailing List The financial markets are on everyone’s minds these days, and this certainly includes the uber market sensitive investment banks. That’s why Part I…
Read more
Tangible Book Value Hits Are an Underappreciated Headwind to Bank Stock Performance, but Are We Approaching an Inflection Point?
Trends in tangible book value growth over time are a staple of bank stock valuation analysis “…we believe tangible book value per share is a good measure of the value…
Read more
3 Community Bankers Weigh in on the Magnitude of Independence
Community banks are intrinsically woven into the fabric of American society. They provide an array of valuable services, not the least of which includes being the financial catalyst for a…
Read more
Value Creation and M&A: How Johnny Allison’s Home Bancshares Became A Top Performer
John Allison, Chairman and CEO of Home Bancshares, is one of the great value creators in the bank sector over the past 3+ decades. Through the lens of his experience,…
Read more
In a Turbulent Market, Are Tech-Forward Bank Stocks Performing as Expected?
The link between stock performance and a hybrid business model Since the conception of the Travillian Tech-Forward Bank Index last year, we’ve characterized these companies as standing at the forefront…
Read more
Fintechs, From Founding to Funding, A Conversation with Cameron Peake, Partner at Financial Venture Studio
Fintech has only scratched the surface in terms of its capabilities, so it’s not surprising that the number of startups dedicated to this burgeoning space is growing. Travillian’s Keith Daly, Director…
Read more