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. Topics Discussed: Synctera’s BaaS technology to…

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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 regulator process, enough to label it a trend.  Over the past few months, it seems clear…

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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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Safe 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,…

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Bank 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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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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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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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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