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 moreOptimism 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 moreQ3 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 moreIt’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 moreHow 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 moreTangible 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 more3 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 moreValue 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 moreCommunity 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. Topics Discussed: Synctera’s BaaS technology to…
Read moreIs 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 regulator process, enough to label it a trend. Over the past few months, it seems clear…
Read moreA 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,…
Read moreIs 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…
Read moreSafe and Seamless A Conversation with Monica Murthy, Partnerships Lead at Alloy
Alloy helps banks and fintech’s make better decisions using a single API and dashboard to manage KYC/AML, fraud, and more. In a world of on-demand and instantaneous requirements from customers,…
Read moreBank M&A Has Accelerated as Expected, Though Market Reaction Remains Muted
The market has cast a wary eye toward the stocks of most acquisitive banks. For several months now, we’ve noted that while we expected the pace of bank M&A to pick…
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