Session Presenters
Jay Wilson
Senior Vice President
Mercer Captial
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About the presenter
Presented by
Jay Wilson
Senior Vice President
Mercer Captial
Jay Wilson is senior vice president of Mercer Capital. Mr. Wilson regularly works with financial institutions (banks and credit unions) in valuation and M&A engagements. He assists banks and credit unions in evaluating the attractiveness of acquisition candidates (whole banks, branches or merger partners), determining a valuation for the target, structuring/modeling the transaction and estimating fair value marks for financial assets (loans, core deposit intangibles) and liabilities (CD portfolio) acquired for financial statement reporting purposes.
Mr. Wilson publishes articles on the community bank, credit union and fintech industry and is the author of Creating Strategic Value Through Financial Technology (John Wiley & Sons, 2017).
Breakout III: Credit Union/Bank Transactions: Non-Traditional Growth Opportunities and Valuations
The universe of strategic options for banks has expanded to include credit union acquirers and developing or acquiring non-traditional lines of business (mortgage, insurance, wealth management or fintech). This session provides insights into these trends and how they intersect and discusses how acquirers determine a valuation range and model deal metrics for banks with both traditional and non-traditional lines of business.
Session Resources
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Credit Union/Bank Transactions: Non-Traditional Growth Opportunities and Valuations