Travillian Next

From Sea to Shining Sea: Where a Flurry of Red Victories Leaves the Bank M&A and Capital Pipelines


Listen Later

Join us for this can’t miss episode of Travillian Next with Scott Studwell, Stephens' Head of U.S. Depositories and Co-Head of Equity Capital Markets, and Frank Sorrentino, Managing Director at Stephens, as they join our own Michael Perito, Travillian’s Head of Bank Strategy, to discuss what the current outlook for bank M&A and capital issuing looks like post election. The political red wave that took over Washington D.C. over the past week leaves bank investors clearly optimistic about the outlook for the banking industry, although what does this mean for bank M&A and capital raising efforts, which have been at historic lows for about two years at this point.

Key Points Covered:

  • What drove the slight up-tick in M&A and capital raising efforts in the 2-3 months leading up to the election; and what has investor feedback been.
  • How has the M&A pipeline and conversations shifted post the election outcome for bank executives?
  • Are bank IPO’s finally coming back, and what does that mean for less liquid, smaller community banks.
  • Investor positioning in bank stocks after the recent rally – are we still underweight?
  • Biggest surprise on the horizon for banks in 2025; because nobody ever gets its 100% right.
  • ...more
    View all episodesView all episodes
    Download on the App Store

    Travillian NextBy Travillian Next

    • 5
    • 5
    • 5
    • 5
    • 5

    5

    6 ratings


    More shows like Travillian Next

    View all
    Odd Lots by Bloomberg

    Odd Lots

    1,942 Listeners

    This Month in Banking by The Kafafian Group, Inc.

    This Month in Banking

    12 Listeners

    The Daily by The New York Times

    The Daily

    112,250 Listeners

    The Purposeful Banker by Q2

    The Purposeful Banker

    43 Listeners

    Street Talk by Nathan Stovall | S&P Global Market Intelligence

    Street Talk

    40 Listeners

    All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

    All-In with Chamath, Jason, Sacks & Friedberg

    10,020 Listeners

    Thoughtful Money with Adam Taggart by Adam Taggart | Thoughtful Money

    Thoughtful Money with Adam Taggart

    415 Listeners

    The Real Eisman Playbook by Steve Eisman

    The Real Eisman Playbook

    190 Listeners