Session Presenters

Craig Mancinotti
Senior Managing Director
Rick Maroney
Senior Managing Director

Breakout II: The Impact of AOCI on Capital Planning, Bank Equity Valuations and M&A

The massive increase in unrealized bond losses during 2022 has the industry in uncharted waters, leaving management teams, boards of directors, regulators, investment bankers and investors scrambling to understand the implications on capital, liquidity, valuations and M&A. This session explores the impact of AOCI on equity valuations and whether banks should consider preemptive capital raises or reconsider share repurchase programs. The session also evaluates how AOCI distorts M&A pricing and addresses the question of whether to pursue deals or sit on the sidelines until the dust settles.

Session Sponsor

Session Resources

  • The Impact of AOCI on Capital Planning, Bank Equity Valuations and M&A