Here's a fact that will shock you:
Many community bank CEOs choose their investment banker the same way they choose lunch – by convenience.
The result?
Deals that fall apart, values that disappoint, and CEOs who realize too late they picked the wrong partner for the biggest transaction o...
Sometimes the best strategy is the one you never saw coming.
In 2017, we were hunting for banks to buy.
By 2022, we were the ones getting bought—and it was the best decision we ever made.
Here's the story of how we built a bank so strong that when plans changed, we had options.
And why ...
Every bank director knows they have a duty to shareholders.
But when it comes time to sell your bank, that duty gets put to the ultimate test.
Here's the uncomfortable truth:
Many directors think they're doing right by shareholders when they're actually falling short of their legal responsi...
Want to send a clear signal to potential buyers that you're serious about selling your bank?
Start by bringing serious people to the table: Your investment banker, legal counsel, and accountants. This professional team doesn't just provide expertise – it signals intent and credibility to the mar...
Let's talk about something that trips up many bank CEOs when considering a sale: limiting your potential buyer pool too early in the process.
Here's a fundamental truth about any sales process:
The more qualified prospects at the top of your funnel, the better your chances of getting maximum...
Let's talk about one of the most crucial decisions you'll make when selling your bank: how to take it to market.
There are three distinct approaches and choosing the right one can mean the difference between a smooth, value-maximizing transaction and a messy process that destroys shareholder val...
