Session Presenters

Gary Crum

Former CEO

Western States Bank

Bruce Lee

President & CEO


Christopher Olsen

Managing Partner

Olsen Palmer LLC

Breakout 7: Bank M&A Master Class: Best Practices and Lessons Learned for Maximizing Value and Minimizing Deal Risk

Attend this session to hear a moderated ‘fireside’ panel discussion with a recent selling bank CEO and a recent acquiring CEO.  For prospective sellers, learn best practices for preparing for and executing a sale as well as characteristics that achieve a premium price.  For would-be buyers, gain better insights on the seller’s mindset, the deal process, areas of value creation, and key transaction risks.

Session Resources