Marketing the Legacy: Challenges and Opportunities in Selling Family-Owned and Closely Held Institutions
A respected bank CEO and a veteran investment banker discuss the process and decisions that resulted in a landmark merger transaction during Bank Director’s 2014 Acquire or Be Acquired conference in January. The presenters share their thoughts on deciding to merge, selecting a partner and overcoming challenges on the path to closing the deal. Video Length: 46 minutes About the Speakers C. K. Lee, Managing Director, Commerce Street Capital, LLCC. K. Lee is a managing director in the financial institutions group of Commerce Street Capital, LLC. In that capacity, he assists clients with mergers and acquisitions, capital raising, balance sheet...
Bank Services
Please enter your username and password below. If you have not established a password please click “forgot password”.
You have accessed a resource that is only available to our Bank Services members.
From how-to articles, director training videos, key interviews with industry leaders and more, Bank Services provides bank executives and directors with the tools to help grow their financial institutions.
To sign up for exclusive access to this online bank board resource, please contact Bank Services at 615-777-8461 or [email protected].
