Session Presenters

Rob Klingler


Nelson Mullins Riley & Scarborough LLP

John Roddy

Head of Financial Services Investment Banking

Raymond James Financial, Inc.

Matt Veneri

Head of Investment Banking and Managing Director, Financial Institutions Group

Janney Montgomery Scott LLC

Emily McCormick

Vice President of Editorial & Research

Bank Director

Making Great Acquisitions

This panel is all about types of bank acquisitions: banks buying non-banks, credit unions buying banks, banks buying specialty lines of business, fintechs buying fintechs, traditional cores buying tech companies, among others. Hear what makes these deals great.

Session Sponsor

Session Resources

  • Effective Oversight of Fintech Partnerships
  • Surf’s Up on RIA Acquisitions — Are Banks Missing the Wave?
  • Liquidity Observations for Banks as 2022 Closes