Surprising Trends Around Recent Bank M&A
Like the Summer Heat, M&A Activity Has Spiked, And In Many Ways Seems Fairly Conventional. A number of high-profile M&A transactions — like M&T / People’s United; Webster / Sterling;…
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The Travillian Group and The IR Group Announce Strategic Partnership to Offer Complementary Services to the Financial Institutions Industry
Philadelphia, PA and Seattle, WA – June 3, 2021- The Travillian Group, LLC, and The IR Group, Inc. today announced they have formed a strategic partnership, combining The Travillian Group’s search…
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Russell Reconstitution Update: Need to Knows – Volatility, Programmatic Selling & the M&A Effect
This has been a unique year in many ways, and that certainly applies to the upcoming reconstitution of the Russell U.S. Indexes. As we’ve discussed at length in prior updates,…
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An Encouraging Set-Up Heading Into Quarter-End, But What Does That Mean For Bank Stocks?
There are several reasons for optimism. The fundamental set-up heading into 1Q bank earnings season is generally pretty encouraging, for a number of reasons. First, we think banks will report…
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Are Tech/Fintech-Focused Investors Bidding Up “Tech-Forward” Bank Stocks?
On the one hand, pure technology and fintech-oriented stocks have been weak so far year-to-date… So far this year, and especially over the past month or so, it’s been interesting to…
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Wall Street to Main Street: Community Banks Look to Investment Banks for Key Hires
The Travillian Group’s Brian Love and co-moderator Joe Fenech, content contributor, explore the increasingly prevalent trend of prominent career Wall Streeters migrating to community and regional banks in key senior executive…
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More Banks Now Likely Ensnared in the Russell Web
A new development and heightened interest leads us back to the Russell topic this week. There were plans to focus on a new topic this week after highlighting what I’ll call…
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The 2021 Russell Trade: A Challenge for Some, Opportunity for Others, and a Conundrum for Investors
Russell reconstitution this year could be more impactful, for a wider swath of companies, than in years past. The reconstitution of the Russell indexes takes place annually, at the midpoint…
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Is a Massive M&A Wave on the Way?
Pre-COVID, the bank sector was ripe for consolidation. I remember thinking heading into this year that it was likely to be an active one for M&A, for a variety of…
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Depository Investment Bankers Unplugged – Southwest Edition: Industry Consolidation, Disruption and the Outlook Heading into 2021
The Travillian Group hosted three top Southwestern-focused depository investment bankers. They discussed trends within the Southwest and the community banking landscape nationally. Our panelists covered topics including: M&A / Industry Consolidation, Capital…
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Uncovering the Connection between Liquidity and Valuation
Stock liquidity is a frequent topic of discussion, particularly amongst smaller, newly public institutions that are navigating the markets and interacting with institutional investors for the first time. Earlier this year,…
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Would Increased Corporate Tax Rates Hit Banks Where It Hurts?
While no longer inevitable or even likely, higher corporate tax rates are still possible. With the election and its potential ramifications still in focus and in flux, we’re going to…
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Fastest Three Minutes in Banking: Post-Election Day Musings
While the country sorts through the implications of the historic vote earlier this week, and with the caveat that things can still change and could remain in dispute for quite…
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Consolidation Across the Nation – Trends and Takeaways for your Branch Network
Introduction. For many years, bank delivery models have been transforming due to massive digital adoption, which was accelerated in 2020 with no sign of looking back. A recent survey (Novantas) indicated…
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