BAN2223. M&A Valuation Considerations

Over the last two years the North American banking market has continued to see rapid industry consolidation. Banks continue to expand the size of their consumer deposit and loan portfolios, while facing significant head-winds including, changing interest rates, increasing technology costs, CECL, the pre & post covid economy, and additional regulatory oversight. This course will examine the current market trends for bank M&A, while focusing on specific insight into the valuation practicalities that many Banks should consider as they prepare for an M&A event at their own organizations.

Learning Objectives:

• Interpret the current and future M&A landscape for bank acquisition
• Recognize the financial reporting and tax requirements as part of M&A integration activity
• Identify market practice and hot topics for the valuation of loans, core deposit intangible assets, and other identified assets and liabilities