The Highest Valued Bank Stocks Share Some Surprising Traits

Why are certain banks consistently valued highest by investors? We recently presented to the Board of Directors of a community bank and in preparation for the discussion, we were asked…

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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…

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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…

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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…

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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…

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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,…

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In a Turbulent Market, Are Tech-Forward Bank Stocks Performing as Expected?

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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…

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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…

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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…

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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…

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Q1 Bank Earnings Preview: Waiting for Normalcy

Hoping For A Return To Normalcy Has Felt More Like Waiting For Godot In Samuel Beckett’s famous play, two men meet near a tree, discuss various topics, and reveal to…

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Investigate Your Investors: How Investor Relations Can Help Drive Long-Term Value / Written by Diane Fitzgibbons

Investor relations (“IR”) is the process of communicating with the financial industry, including investors, analysts, traders, portfolio managers and media. IR is the discipline designed to establish and maintain strong corporate…

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Community Banks & BaaS: How Synctera is Simplifying Fintech Partnerships

​Keith Daly, Director – Banking & Fintech at Travillian, sits down virtually with Peter Hazlehurst, Co-Founder & CEO at Synctera & Kevin Herrington, President, CEO, Chairman at Lineage Bank. The topics discussed include: Synctera’s BaaS…

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