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

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.