Session Presenters
Michael Barry
Senior Managing Director, Head of Northeast/Mid-Atlantic Regions
Hovde Group, LLC
Will Curtiss
Director
Hovde Group, LLC
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About the presenter
Presented by
Michael Barry
Senior Managing Director, Head of Northeast/Mid-Atlantic Regions
Hovde Group, LLC
Michael Barry is senior managing director and head of the northwest/mid-atlantic regions at Hovde Group, LLC. He has over 35 years of experience advising depository institutions on mergers and acquisitions, recapitalizations and public and private debt and capital raising transactions, having advised on over 100 announced depository M&A transactions with an aggregate transaction value of over $170 billion and over 80 public and private debt and equity transactions raising over $55 billion in the aggregate.
Prior to joining Hovde, Mr. Barry was a managing director and head of the northeast region at Performance Trust. Prior to Performance Trust, Mr. Barry held positions in the financial institutions groups at Piper Jaffray, Sterne Agee, Stifel Nicolaus Weisel and Merrill Lynch, where he spent more than 13 years and was most recently head of U.S. depository group.
Mr. Barry is licensed with FINRA as a registered representative and holds the following licenses: Series 7, 24, 63 and 79.
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About the presenter
Presented by
Will Curtiss
Director
Hovde Group, LLC
Will Curtiss is a director at Hovde Group, LLC. He is responsible for evaluating the financial and strategic options of financial institutions, including mergers and acquisitions and capital raising transactions, as well as providing strategic advisory solutions to banks and thrifts throughout the Southeast and Mid-Atlantic, performing financial analyses and valuations of depository institutions and assessing the impact of national and regional trends across the banking industry.
Prior to joining the investment banking group in May 2022, Mr. Curtiss was a senior analyst in the research department at Hovde responsible for equity research coverage of the U.S. bank sector. He joined Hovde in 2018 from Piper Jaffray & Co. where he was a vice president in the research department covering Southeast regional and community banks.
Mr. Curtiss is licensed with FINRA as a registered representative and holds the following licenses: Series 7, 63, 79, 86, and 87.
Breakout 2: Bank M&A Update: Why Capital/Balance Sheet Management Will Be a Key Component of Dealmaking in 2024
This session briefly reviews the bank operating environment and bank M&A activity in 2023, the key factors which slowed activity during the year, and expectations for bank M&A in 2024, with capital (both organic and externally raised) and balance sheet management being key components to any successful bank M&A strategy.