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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Virginia is for Mergers: Insights on the MOE Trend in Banking – an interview with two dynamic CEOs in Southern Virginia
Charlottesville, VA-based Blue Ridge Bankshares and Richmond, VA-based Bay Banks of Virginia announced a $100 million merger on August 13th. This MOE marks a possible trend that may be more…
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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…
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Community Banking Through the Private Equity Lens Investors Weigh in on the State of the Industry
The Travillian Group hosted two top private equity investors, David Honold from Patriot Financial Partners and Tony Scavuzzo from Castle Creek Capital, in a discussion about the current state of the banking industry and…
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Three Key Trends That Emerged from Bank Earnings Season
Of the 133 out of 164 banks with greater than $5B in assets that have reported so far, 58% exceeded consensus expectations for 2Q20. Bank stocks have bumped around but…
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Gazing into the Bank M&A Crystal Ball
While I have resided in bigger cities since high school, I grew up in a small town in the South. Fishing, either from the shore or a small boat was…
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