Regulatory scrutiny has intensified in the aftermath of the liquidity crunch that erupted in 2023 and could play an even larger role in bank M&A activity in 2024 by motivating more banks to consider selling, while also standing in the way of some transactions. The episode features views presented by advisers at Hovde Group, KBW and Luse Gorman at the Acquire or Be Acquired conference, commentary from executives at Community Bank System and Columbia Banking System on the current state of bank M&A, and some discussion of the unfolding situation at the New York Community Bancorp.
Ep. 126 - Hunting the bears, making the bull case for CRE
Ep. 125 - Tales from Top Perfomers: Five Star Bancorp CEO
Ep. 124 - KBW CEO challenges investors painting banks with broad brush
Ep. 122 - Banks’ Q4 results bring shades of ‘95 not ‘08, show credit digesting higher rates
Ep. 121 - Lessons learned from a tumultuous '23, potential read through to '24
Ep. 120 - Investor sees legs in US bank stock rally amid reasonably priced M&A
Ep. 119 - Unlocking keys to balance sheet restructurings, bank M&A
Ep. 118 - PE looking to fill community banks' capital need created by higher for longer rates
Ep. 117 - Banks face slow-cession, credit slippage as PE waits in the wings
Ep. 116 - Early remediation, not Basel III endgame, the answer to avoid repeat of spring 2023 bank failures
Ep. 115 - Unpacking the largest bank deal in ’23, private equity involvement in bankland
Ep. 114 - Regional banks feel funding pressures, but second-quarter earnings target biggest bears
Ep. 113 - Bank investors can find diamonds in the rough amid funding pressures
Ep. 112 - Banks face Bob Ross effect, tougher exams but ‘huge’ M&A on horizon
Ep. 111 - Bearish bank investor turns bullish
Ep. 110 - Bears use banks as ‘weapons of destruction' to force change in Fed policy
Ep. 109 - Liquidity crunch leaves some trophy franchises on sale - KBW CEO
Ep. 108 - Weighing Fed rate hikes against banks' liquidity crunch
Ep. 107 - Lessons learned from a modern day bank run
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