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?

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

Community Banks and the Rainmakers Who Run Them: A Beautiful Day in the Neighborhood

It’s no secret that community banks are the lifeblood of small business, which, in turn, are the heartbeat of America. They are also a lifeline to millions of consumers for…

Read more

Using Your Balance Sheet as a Weapon: A Conversation with Scott Hildenbrand, Head of Piper Sandler Financial Strategies

Scott Hildenbrand, Managing Director and Chief Balance Sheet Strategist at Piper Sandler, joined Travillian’s Head of Banking & Fintech, Brian Love, in a discussion around the economic moment and what…

Read more

The Boomerang Effect: Bank Outperformance Isn’t Just About Higher Margins When Rates Rise / Written by Sam Haskell

We will begin with a picture:  The Fed Funds rate has been zero for two years, and prior to that about 8 years. In this rising rate backdrop there are…

Read more