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

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

The link between stock performance and a hybrid business model Since conceiving of the Travillian Tech-Forward Bank Index last year, we’ve characterized these companies as standing at the forefront of…

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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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Is the Pause in Bank Deal Approvals a Transitory Issue or Something More?

There are numerous examples of pending M&A deals that are bogged down in the regulatory process, enough to label it a trend.  Over the past few months, it seems clear that while regulatory…

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A Match Made in Digital: The Evolving Partnership of Fintechs & Community Banks

Travillian hosted two executive leaders in the evolution of banking: • Brian Johnson – President, CEO, & Director, Choice Financial Bank • Nikhil Lakhanpal – Co-Founder, Narmi Choice Financial Group • Headquartered in Fargo,…

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Is the M&A Tide Finally Turning in Favor of the Acquirers?

The market has been mostly hostile to M&A announcements so far this year… We’ve written several articles this year on the topic of M&A; more specifically, the generally poor reaction…

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