For Investment Bankers, a Shifting M&A Landscape Demands Adaptability (and Creativity)
The business model at investment banking firms serving the regional and community bank sector over the past few decades has worked very well, helped by an extraordinary level of deal activity,…
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The Importance of Digital Flexibility: A Conversation with Kevin Kielbasa, Head of Business Development at Narmi
Kevin Kielbasa, Head of Business Development at Narmi, joins Travillian’s Keith Daly in a dynamic discussion on the quickly evolving relationships between banks and fintech partners. They cover many topics…
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2021 Mid-Year Banking and Fintech Marketing Roundup
A very strong economy is providing a tailwind for bank fundamentals, and we are increasingly encouraged. While the vigorousness of the economic recovery is likely to vary across the country, the…
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Counter-Trend M&A Can Often Prove The Wisest Course In The Long Run
M&A waves typically reflect a “follow-the-herd” mentality. More often than not, periods of heightened bank sector M&A activity seem to be driven by a few common themes in each cycle. But…
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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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The Countdown To Travillian’s Tech-Forward Bank Index
With 1Q bank earnings season now just about behind us, on May 19th, we will be announcing the first group of banks that will comprise The Travillian Group’s Tech-Forward Bank…
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Bright Outlook for Banks in 2021 Drives Fierce Competition for Talent
2020 was an introspective and reactive time for banks, but 2021 has brought back confidence and excitement in the industry. “Merger mania” is beginning to take hold and is likely to…
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A Conversation with CEOs Brent Beardall and Ira Robbins: Building Culture, Retaining and Attracting Talent and Grooming the Next Generation
Entrepreneurial-minded CEOs Ira Robbins (Valley Bank) and Brent Beardall (Washington Federal) engaged in a dialogue around the evolution of their banks’ cultures under their leadership. The Travillian Group’s Brian Love and co-moderator Joe Fenech examined…
Read more Announcing The Travillian Group’s Tech-Forward Bank Index
We look forward to unveiling our list of tech-forward banks, so keep a close eye out for the debut of the Index later this month! What is The Travillian Group’s Tech-Forward Bank…
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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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Attorneys on Banking and FinTech A Conversation with Erin Fonté , Partner at Hunton Andrews Kurth & Dara Tarkowski, Founding Partner at Actuate Law LLC
Erin Fonté, Partner at Hunton Andrews Kurth, and Dara Tarkowski, Founding Partner at Actuate Law LLC, join The Travillian Group’s Brian Love and Keith Daly in a discussion highlighting the value they add while representing industry changing banks…
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