Getting Your Board On Board with M&A Opportunities

 

Thursday, August 26, 2021

1:30 PM – 2:30 PM CDT

 

Merger and acquisition activity is poised to ramp up in the financial services industry as leaders seek ways to manage reduced earnings, offer more convenient service, diversify their geographic base, and improve technological infrastructure. Now is the time to develop a strategy for your institution and proactively plan for long-term, sustainable growth.

In this webinar, David Ritter, Managing Director of M&A Advisory at ALM First, will discuss what questions your board and executive team should be asking now to help you evaluate potential M&A options.

 

Learning Objectives:

  • Understand common strategic considerations for mergers & acquisitions
  • Develop a target profile for potential partners
  • Establish the key internal and external negotiation points

CPE Credit Opportunities

  • Number of CPE Credits Offered: 1.2
  • Delivery Method: Group-Internet Based
  • Program Level: Basic
  • Fields of Study: Finance
  • Prerequisites: None
  • There is no advanced Preparation required

*CPE Credit is available

Register Now
David Ritter

David Ritter

Managing Director, M&A Advisory

David Ritter is a Managing Director at ALM First, who works with clients by focusing on both their quantitative and qualitative strategic growth initiatives; whether via facilitating an entire merger and acquisition process, conducting strategic planning, building customized sophisticated yet practical financial scenario analyses models for clients, or creating de novo business plans.

Brandon Pelletier

Brandon Pelletier

Director, M&A Advisory

Brandon Pelletier joined ALM First Financial Advisors in 2011. As a Director in the Strategic Solutions Group, Brandon oversees merger and acquisitions and CECL valuations. He also assists with Dodd-Frank Capital Stress Testing and values loan pools to guide trading decisions.

Mike Ensweiler

Mike Ensweiler

Principal

Mike Ensweiler is a Principal at ALM First Financial Advisors, joining the firm in 2009. Mike leads the sales team where he develops the firm’s sales and growth strategies. In addition to sales, Mike manages all areas of marketing and client relations for the firm. He has an extensive financial services background, with success in helping financial institutions increase their productivity and strengthen their bottom lines.

As an “industry insider” with first-hand knowledge of financial institution operations, Mike uses his relationship management skills, along with his proficiency in asset liability management and balance sheet strategies, to identify appropriate solutions for prospective financial institutions.

Mike received a bachelor’s degree in political science from Northern Illinois University in DeKalb, and earned the Certified League Executive designation from CUNA’s League Management Institute at the University of Wisconsin, Madison.

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Cancellation Policy

You may cancel your registration at any time without penalty.

Questions or compliants?

If you have any questions or complaints, please contact Madi Wright at (214) 451-2399 or [email protected]

ALM First Financial Advisors, LLC, is registered with the National Association of State Boards of  Accountancy (NASBA) asa sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE Credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org

ALM First” is a brand name for a financial services business conducted by ALM First Group, LLC (“ALM First”) through its wholly owned subsidiaries: ALM First Financial Advisors, LLC (“ALM First Financial Advisors”); ALM First Advisors, LLC (“ALM First Advisors”); and ALM First Analytics, LLC (“ALM First Analytics”). Investment advisory services are offered through ALM First Financial Advisors, an SEC registered investment adviser. Access to ALM First Financial Advisors is only available to clients pursuant to an Investment Advisory Agreement and acceptance of ALM First Financial Advisors’ Brochure. The content in this message is provided for informational purposes and should not be relied upon as recommendations or financial planning advice. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

The content in this message is provided for informational purposes and should not be relied upon as recommendations or financial planning advice. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.