Overcoming Regulatory Barriers to M&A in 2023

The M&A slowdown in 2022 will shape expectations for 2023, and Adam Maier, a partner at Stinson LLP, believes deals could bounce back by mid-year. Heightened regulatory scrutiny could continue to have a chilling effect on larger bank M&A, he says, but community bank deals have been approved rather quickly. Prospective buyers would be wise to focus on due diligence and communicate with regulators to ease the approval process.

Topics include:

  • Predictions for 2023
  • Considerations for Prospective Buyers and Sellers
  • Working With Regulators
  • Branch Transactions

Marketing the Legacy: Challenges and Opportunities in Selling Family-Owned and Closely Held Institutions

A respected bank CEO and a veteran investment banker discuss the process and decisions that resulted in a landmark merger transaction during Bank Director’s 2014 Acquire or Be Acquired conference in January. The presenters share their thoughts on deciding to merge, selecting a partner and overcoming challenges on the path to closing the deal.

Video Length: 46 minutes

About the Speakers

C. K. Lee, Managing Director, Commerce Street Capital, LLC
C. K. Lee is a managing director in the financial institutions group of Commerce Street Capital, LLC. In that capacity, he assists clients with mergers and acquisitions, capital raising, balance sheet restructuring, business plan development and regulatory matters. Prior to joining Commerce Street in 2010, Mr. Lee was regional director for the Office of Thrift Supervision, Western region, headquartered in Dallas with offices in Seattle, San Francisco and Los Angeles.

Thomas L. Legan, Chairman – Central Oklahoma Region, Prosperity Bank
Tom Legan is chairman of the Central Oklahoma Region for Prosperity Bank. He was previously president and CEO of Coppermark Bank and Coppermark Bancshares, Inc. for over 34 years. He has over 56 years of banking and credit related experience. Mr. Legan was formerly a board member of the Oklahoma Bankers Association.