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| Will M&A Bounce Back? |
| | • Will M&A Bounce Back? A Look at Bank Transactions in 2008 and Beyond
Bank Director gathered three roundtables of leading investment bankers and attorneys to discuss specific conditions affecting the deal landscape for financial institutions and to offer advice and guidance for managing both growth and risk in the year ahead.This special supplement to Bank Director is sponsored by and features commentary from Grant Thornton LLP.
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| Banker and Board Poll 2008 |
| | • Banker and Board Poll 2008: Speaking Out About M&A and Growth
At the recent Acquire or Be Acquired conference, Bank Director and BMO Capital Markets polled some 500 bank executives and directors on key issues they face in 2008. We gathered opinions on the outlook for M&A and explored challenges such as the effects of the subprime lending market, asset quality worries, and growth.This supplement contains the full results of our study along with insightful expert commentary and analysis.
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| 2007 Bank Exec. & Board Comp. Conference Highlight |
| | • 2007 Bank Executive and Board Compensation Conference Highlights
A spotlight on some of the key sessions featured at Bank
Director’s recent national board and executive compensation
conference in Dallas. Includes summaries of issues discussed by speakers and audience members, along with information to help directors plan for the 2008 conference next fall.
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| 2007 Bank Audit Committee Conference |
| | • 2007 Bank Audit Committee Conference Highlights
A spotlight on Bank Director's first annual bank audit conference held in Chicago in June. Includes summaries of key sessions, results of an audience survey taken at the conference, and highlights of the most pressing questions discussed by speakers and audience members, as well as key information to help directors plan for the 2008 conference next summer.
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| Business Insights |
| | • Business Model Optimization: Value Acceleration
Ernst & Webb co-founders Robert L. Ernst and Chuck R. Webb spoke with Bank Director about the value acceleration technique their firm employs to analyze mid-size banks’ operating models for maximum returns in today’s increasingly competitive environment.
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| The Road to Growth |
| | • Introduction
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| | • The Market Overview for M&A in 2007
The M&A market looks as strong as ever in 2007 as buyers seeking revenue growth look for strategic expansion as well as cost-saving opportunities.
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| | • Strategies for Deal Negotiation
Maintaining good chemistry among the directors, the management, the investors, and the professionals is the key to good communication and a smooth deal process.
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| | • Evaluating Strategic Opportunities
Deposit growth is the name of the game, and banks of all stripes are canvassing markets to find pockets of opportunities to buy or build additional market share.
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| Banker and Board Poll |
| | • Speaking Out About M&A and Growth 2007
Some 350 bank executives and directors were polled at Bank Director’s recent Acquire or Be Acquired Conference on key issues they are facing in 2007.Through an electronic audience response system sponsored by BMO Capital Markets,we gathered opinions on challenges such as deposit growth, interest margins, and post-merger management integration, as well as their future plans for buying or selling.The publication features results of the survey and additional analysis by supplement sponsor Bingham McCutchen LLP.
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| 2006 Bank Exec. & Board Comp. Conference Highlight |
| | • 2006 Bank Executive & Board Compensation Conference Highlights
A spotlight on the most important sessions featured at Bank
Director’s recent national board and executive compensation
conference in Dallas. Includes summaries of key sessions,
results of our audience poll taken at the conference, and a list
of the most pressing questions discussed by speakers and
audience members.Details key information to help directors
plan for the 2007 conference next fall.
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| Public Bank Audit Committee Chair Research |
| | • Public Bank Audit Committee Chair Research
The Bank Director and Grant Thornton 2006 Public Bank Audit Committee Chair study asked audit committee chairs at nearly 400 public financial institutions about the tools they use to accomplish their duties, interact with bank internal audit staff, choose external auditors, select audit committee members, and assess personal risk.
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| Business Insights 3rd Quarter 2006 |
| | • Business Insights: Directors Play Critical Role in ALM Management
Bank Director interviewed Ryan Torjak, NBE, director of ALM Review and Regulatory Services at BNK Advisory Group, about the importance of directors understanding asset/liability management (ALM) as well as ensuring they provide management with the resources to develop a solid ALM foundation.
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| Business Insights 2nd Quarter 2006 |
| | • Integration Leads to Successful Deals
Bank Director spoke to Ernst & Webb co-founders Robert L. Ernst and Charles R. Webb about the importance of business integration and the critical role it plays in ensuring the successful outcome of a merger or acquisition.
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| 2006 - M&A Supplement |
| | • Opportunities Abound: The Buyside Outlook
Buyers are evaluating a wealth of opportunities available in the market today. Our panel of experts say capital markets are favorable, supplies are ample, and many regions offer strong possibilities for growth and expansion.
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| | • Strategic Considerations for Sellers in 2006
Banks evaluating the window of opportunity for a strategic sale need to consider several factors to maximize the probability of a successful deal. Along with ensuring the financial equation makes sense, regulatory due diligence is critical, as is a thorough review of employment agreements, severance programs, and long-term vendor contracts.
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| | • Good Governance during the Transaction
Good communication between the board and the CEO, the legal and investment banking advisers,and the deal partners is central to ensuring a smooth transaction process.Board independence is often tested during deal negotiations,and our panel discusses when and how to use a special committee,the uses of fairness opinions,and how to align interests on both sides of the table.
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| 2006 - Banker Board Poll |
| | • Speaking Out About M&A and Growth
A number of bank boards are facing serious challenges driving many to consider a sale as a smart and viable strategy. Bank Director recently hosted three roundtables during its 2006 Acquire or Be Acquired conference in which leading investment banking, accounting, and legal advisers participated in the engaging discussions that make up this supplement sponsored by Grant Thornton LLP.
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| Business Insights - 4th Quarter 2005 |
| | • Strategic Planning for Bank Boards
Jay Brew, chairman, president, and CEO of BNK Advisory Group, spoke to Bank Director about the importance of developing and implementing a long-term strategic plan, understanding the asset-liability risk process, and getting the most out of board retreats. His comments are based on information from his recently published book, The Art of Strategic Planning in Community Banks. It is the first in a series for bank directors.
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| Business Insights: 1st Quarter 2005 |
| | • Managing Cyber Risk at Community Banks: The Board's Role in Internet Security
How Boards Can Mitigate Identity Theft Risk: Bank Director spoke to Tracey Vispoli, vice president, Worldwide Financial Fidelity Manager, Chubb Group of Insurance Companies, about trends in cyber risk and the steps boards of directors can take to make sure it understands the risks facing its organization and what the organization is doing to mitigate those risks.
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| Business Insights: 4th Quarter 2004 |
| | • The Relationship Between the Board and the CEO
Bank Director spoke to Richard M. Alexander and A. Patrick Doyle both partners from the Washington, D.C. office of Arnold & Porter LLP about the changing dynamic between executive management and boards in a post-Sarbanes-Oxley environment and the challenges faced by both in running a successful institution.
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| 2002 - M&A Supplement |
| | • Strategic Positioning: Achieving Synergy through M&A
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| | • Opportunities Ahead: The Outlook for M&A
This roundtable session focuses on the market for M&A in 2002 and the impact of goodwill, the current economic environment, and stock prices on M&A activity in banking. The participants were John Duffy, president and co-chief executive officer, Keefe, Bruyette & Woods, Tod Perkins, managing director, Depository Institutions Group, Credit Suisse First Boston; James M. Rockett, attorney and head of the Financial Services Practice Group, McCutchen, Doyle, Brown & Enersen; Wade Schuessler, managing director, Samco Capital Markets; Jeffrey W. Warlick, senior vice president, Hovde Financial; and Jerri Moss, associate publisher, Bank Director, moderator.
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| | • Beware the Sirens’ Call: Joint Ventures and Strategic Alliances
By John L. Douglas, Alston & Bird
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| | • M&A Success Stories—And What Directors Can Learn from Them
This roundtable session focuses on tracking the best deals, outside and inside influences and their effect on the outcome of the deal, and advice for boards looking to acquire in the current environment. The participants were William L. Boyan III, managing director, investment banking, Friedman Billings Ramsey; William F. Hickey, principal, investment banking, Sandler O’Neill & Partners; Ronald H. Janis, partner, Pitney, Hardin, Kipp & Szuch; Arthur L. Loomis II, president, North East Capital & Advisory; Ben Plotkin, chairman and CEO, Ryan, Beck & Co.; and Jerri Moss, associate publisher, Bank Director, moderator.
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| | • Blurring the Lines—Strategies for Making Nonbank Acquisitions
This roundtable session focuses on creating franchise value through making nonbank acquisitions, internal growth, and de novo growth. The participants were Stephen M. Klein, attorney, Graham & Dunn; Jean-Luc Servat, managing director, Fox-Pitt, Kelton; Gregory J. Lyons, partner, Goodwin Procter; Kathleen Smythe, managing director, Keefe, Bruyette & Woods (Smythe was with Putnam Lovell Securities at the time of the roundtable); John M. Wepler, senior vice president, Marsh Berry; and Jerri Moss, associate publisher, Bank Director, moderator.
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| 2001 - M & A Supplement |
| | • Introduction : End Game Strategies
Challenges and Opportunities Ahead in Bank M & A
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| | • The Future of Large Bank Transactions
Bank Director asked Sanjiv Sobti, senior managing director of Bear Stearns & Co. to share his insights on large bank merger and acquisition activity in the U.S.
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| | • The Impact of Legislation on Acquisitions of Nonbank Industries
Bank Director asked Owen Ryan, industry specialist leader, financial services, Deloitte & Touche, to comment on bank reform legislation and its impact on nonbank industry mergers and acquisitions.
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| | • Global Merger Trends
Bank Director spoke to Gail Rogers, managing director, financial institutions group, J.P. Morgan Chase & Co. about the increasing globalization of the banking industry and the most attractive targets for mergers both domestically and abroad.
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| | • Strategic Opportunities in Bank Consolidation
This roundtable session focuses on both regulatory and strategic merger and acquisition issues as they affect community and mid-sized banks. The participants were John Duffy, president and co-chief executive officer, Keefe Bruyette & Woods; Mike McClintock, managing director, head of U.S. financial institutions, CIBC World Markets; Ben Plotkin, chairman and chief executive officer, Ryan, Beck & Co.; Christopher Quackenbush, principal, Sandler O'Neill & Partners; Robert Rinek, managing director, investment banking, U.S. Bancorp Piper jaffray; and Jerri Moss, associate publisher, Bank Director, moderator.
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| | • M & A Market Overview and Outlook
This roundtable session discusses the current market conditions affecting community and regional mergers and acquisitions. The participants were Bill Boyan, managing director, investment banking, Friedman, Billings, Ramsey & Co.; Steve Klein, attorney, Graham & Dunn; Stephen Nelson, senior vice president, Hovde Financial; Jim Rockett, attorney, McCutchen, Doyle, Brown & Enersen; Wade Schuessler, managing director, financial institutions group, Morgan Keegan; and Jerri Moss, associate publisher, Bank Director, moderator.
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