If you attend only one community bank merger and acquisition educational event next year, M&A or Stay– A 2019 M&A Workshop for Community Banks should be it.  Sponsored by the Independent Bankers Association of Texas (IBAT) in partnership with other state community bank associations, and presented by leading bank M&A advisors Bob Walters and Peter Weinstock, you don’t want to miss this important learning opportunity in an area that is critical to shareholder value.

Why Now and Why You

Community bank merger & acquisition activity nationwide has certainly increased over the past several years, especially in the Southeast and Southwest.  As a result of the 2018 income tax rate reductions for corporations, the reduction in overly stringent bank regulations, and a stabilized asset quality condition (all of which will lead to a stronger performing community banking industry), together with the rise in the market values for many publicly-traded banks, a large number of prospective community bank buyers have announced that they expect to make additional future acquisitions.  Therefore, it is very likely that community bank M&A activity will increase further in 2019.

Your community bank association is committed to a vibrant and healthy environment for independent community banks and continues to work for legislative relief to foster long-term success for the industry.  Nevertheless, we understand that over the next several years many community banks may be presented with opportunities to buy, sell or merge.  Thus, we want to arm you with the knowledge to help you make informed decisions in this financially important area.  Specifically, as a bank director, CEO, CFO, or other senior bank officer, you need to be prepared to objectively assess whether the most appropriate strategic plan for your bank involves being a buyer, a merger partner or, perhaps, a seller.  M&A or Stay– A 2019 M&A Workshop for Community Banks is designed to help you make that critical assessment.

What You Will Receive at the Workshop

This day-and-a-half long working session is comprised of presentations covering a vast array of issues related to community bank mergers and acquisitions.  Towards the end of the workshop, attendees will break out into smaller groups to allow for individual questions to be posed to each of the presenters for greater personalization.

Key takeaways include:

• How to interpret and understand recent Prices Paid Data
• How to get a good deal for your bank’s shareholders
• The best approaches to acquiring a bank/bank branch
• The keys to accomplishing a successful “merger-of-equals” transaction and what constitutes “success”
• How to play the negotiating game in the most effective manner
• How to financially analyze a bank M&A transaction (for a sale, a purchase, or an MOE)
• How to appropriately handle significant personnel issues
• How to properly exercise the board’s fiduciary duty
• The importance of various M&A transaction documents
• How to look differently at S-Corp target banks versus C-Corp target banks
• Understanding of the most critical bank regulatory issues
• Alternatives available for a bank to raise additional common equity capital (sell a piece of a bank)
• Methods available for a bank to acquire its own shares (buy a piece of a bank)
• What other strategic targets, other than banks, are available

What You Will Not Receive at the Workshop

M&A or Stay has been designed exclusively to help you obtain knowledge and proficiency regarding community bank M&A issues; therefore, you will NOT receive any sales pitches. Attendance at the workshop will be restricted to community bankers only, so you will not receive solicitations of any sort from the presenters or any other consultants, investment bankers, or attorneys.  Sponsors are not allowed at the event and the attendee listing will not be given to the attendees or otherwise made available to any third parties.  This workshop is a unique banker-only event.

Our overriding goal is to make the workshop the most educational and informative community bank M&A educational event that you have ever attended, or will ever attend.

After registering, you will receive an email with the link to make your hotel reservation at a discounted rate at the Eilan Hotel & Spa.

Click here to view the full brochure and click here to view the agenda. 

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Tax Deduction: The IRS requires a notice on all registration forms, which informs the attendee of the registration fee amount representing food and beverage that is deductible as an ordinary business expense. We estimate the food cost portion of your basic registration fee is $200. Please contact your accountant or tax advisor for further details.

Cancellation Policy: Any cancellations made within five business days of the program start date are subject to a $125 processing fee. Cancellations made on or after the start date are non-refundable. 

Consent to Use of Photographic Images: Registration and attendance at, or participation in, IBAT meetings and other activities constitutes an agreement by the registrant to IBAT’s use and distribution (both now and in the future) of the registrant’s or attendee’s image or voice in photographs, videotapes, electronic reproductions and audiotapes of such events and activities.

Meeting Safety & Responsibility Policy: Please click here to view IBAT's Meeting Safety & Responsibility Policy.