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Marketing the Legacy: Challenges and Opportunities in Selling Family-Owned and Closely Held Institutions
Bank Director Staff Writer
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...
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