M&A activity is predicted to increase in the next year, due to favorable macroeconomic conditions and growth-driver factors. Recent polls indicate that over forty percent of banking institutions plan to acquire another bank by the end of 2025. With M&A activity trending upwards, it is imperative that bank leaders understand the current market landscape, and the practical considerations involved in every step of a deal. Designed specifically for CEOs, CFOs, and senior banking leaders, this Workshop will provide a strategic and comprehensive examination of M&A transactions.

The Workshop will provide valuable insights into critical considerations such as tax implications, deal structuring, stock-based compensation, talent risks, valuations, insights from both the buyside and sellside of an acquisition, and more! Accompanied by an afternoon of roundtable discussions and expert-led panels designed to expand on key workshop themes, attendees will walk away with a comprehensive M&A playbook, practical checklists, and actionable takeaways that can be implemented immediately.

*additional fee required