Capital Markets, Strategy, Succession Planning

Depository Investment Bankers Unplugged – ​Northeast & Mid-Atlantic Edition: Strategies, Advice, and M&A in a Revenue-Challenged Environment

The Travillian Group hosted three top Northeast and Mid-Atlantic focused depository investment bankers in a discussion about how they’re advising their bank clients today. Topics included M&A, strategies around operational efficiencies, and resourcefully deploying capital in these uncertain times.

Panelists:
Scott Clark, Managing Director, Co-Head of Financial Services Investment Banking, Piper Sandler
Dan Flaherty, Managing Director, Financial Institutions Group,  Janney Montgomery​
Frank SorrentinoManaging Director, Financial Institutions Group,  Stephens Inc.


Travillian’s Banking and FinTech Practice provides Search and Talent Advisory services to depository institutions across the country. Established in 1998, the firm has built a unique platform that touches every corner of the industry. To learn more, click here, or get in touch below!

Brian Love, Head of Banking & Fintech
(484) 680-6950 | blove@travilliangroup.com
Tags: Capital Markets, Strategy, Succession Planning

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