Contact: Sharon Simpson, (240) 620-4095, sgsimpsonconsulting@mac.com
For Immediate Release: November 12, 2024
DALLAS, TX –ALM First, a strategic partner for more than 300 financial institutions nationwide, is expanding its M&A team to increase the firm’s post-merger integration capabilities. John Morada, an operations & integrations professional with more than 15 years of experience, recently joined the firm as Managing Director, Integrations.
“We’re thrilled to welcome John to the team,” says David Ritter, Managing Director, M&A Advisory. “Through this new role, we are expanding our value to clients. His experience bringing new services to market plus delivering on potential new synergies will benefit our clients greatly. From deal inception to integration to run-the-business, ALM First will offer a full suite of services in a merger lifecycle.”
Morada brings a wealth of expertise to ALM First. Prior to joining the firm, he served as Chief Operating Officer for M&A Science, and as Senior Director in Corporate Development at Intercontinental Exchange (ICE). Throughout his career, he also served his community as the de jure Chief Information Officer for the Silicon Valley Education Foundation and as Adjunct Faculty at American University.
“I’m looking forward to working with ALM First’s clients to amplify their post-merger integration journey,” says Morada. “When institutions begin planning for necessary integrations sooner and enlisting the help of experienced partners to guide the process, these transitions are much more likely to go smoothly for all key stakeholders.”
Morada earned his Master of Business Administration from Lake Forest Graduate School of Management and his Bachelor of Science from American University.
Visit www.almfirst.com to learn more about our full range of solutions, including Merger Advisory Services, Merger Evaluations and Strategic Communications.
About ALM First Group
ALM First was founded in 1995 as a strategic partner for depositories, offering an array of financial advisory services. The firm’s expertise in asset liability management, investment management, balance sheet strategy, secondary market solutions, and specialty financial services, has allowed it to deliver deeper insights into financial institutions’ balance sheets, strengthening their performance and building efficiencies. With approximately $70 billion of investments under management (as of September 30, 2024), ALM First Financial Advisors is an SEC-registered investment advisor, acting as an unbiased third party, offering commission-free, fee-based services to over 300 financial institutions across the country.
In recent years, ALM First Group has expanded to include several wholly-owned subsidiaries including DDJ Myers, an ALM First Company and ALM First Executive Benefits, LLC. Driven by client needs, the firm now offers various services to help financial institutions optimize their greatest assets – their people.
