Bank Holding Company Association



2018 BHCA Fall M&A Seminar
Buy Sell or Hold: More Strategies for Success

PRESENTATION HANDOUTS

Day 1: Monday, Oct. 1

1. The M&A Landscape: Today’s Trends, Conditions, Issues By Karen Grandstrand, Fredrikson & Byron

Click here to download presentation slides

2. Bank Deals Up Close: Real Life Examples By Blake Crow and Jeff Campbell, Eide Bailly, joined by panelists: Wade Gort, Premier Bank, Rock Valley, Iowa; Pete Haddeland, First National Bank, Mahnomen, Minn.; and James L. Williams III, Bank North, Casselton, N.D

No download - panel presentation

3. Top 10 M&A Strategies By Neil Falken, CliftonLarsonAllen

Click here to download presentation slides 

4. One Holding Company, Five Banks and Five Buyers
By Scott Coleman, Ballard Spahr LLP and Greg LeGare, United Bancorporation, Osseo, Wis.

No download

5.  Branch M&A - Trends, Types, Ways and Means
By Bob Edelman, Edelman & Co., Ltd., with Wisconsin bankers Mike Daniels of Nicolet National Bank,
Green Bay and Tim Kotnour of State Bank Financial, La Crosse.

Click here to download Edelman & Co., Ltd. flyer

6. Considerations for Minority-Share Purchases
By Bob Monroe and Adam Maier of Stinson Leonard Street

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7. Soft Factors In Picking An M&A Partner By Anton J Moch, Winthrop & Weinstine

Click here to download presentation slides or here for Top 10 Negotiated Points BankBeat article


Day 2: Tuesday, Oct. 2

8. Balance Sheet Strategies to Prepare for M&A By Gary Svec, Performance Trust

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9. The Art of the Deal: Bank M&A is More than Just Science
By Craig Mueller and David Stieber, Oak Ridge Financial

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10. Case Study: Old National Bank Purchases Anchor Bank By Dennis Nisler, former CFO at Anchor Bank, Kevin O'Keefe, Sandler O'Neill+Partners, and Joseph Ceithaml, Barack Ferrazzano

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11. Goldilocks and the Big Bad Wolves... Not the Three Bears By KC Mathews, UMB Bank

No download available

BREAKOUT SESSIONS

A. Is a Credit Union Likely to Buy My Bank? By Michael Bell, Howard & Howard Attorneys

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B. The M&A Landscape from the Perspective of the Mpls Fed By Jason Schmidt, senior financial economist and Julie Randall, senior applications analyst

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C. Bank Valuations: What are the Influential Factors? By Ed Usalis, United Bankers' Bank

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D. Shareholder Liquidity and Other Factors Driving Sellers; Plus, Strategies to Remain Independent By John Reichert and Melissa York, Reinhart Law

No download available


Thank you for joining us for this seminar!
If you have any questions on these handouts, please email Kelly@theBHCA.org. 

www.theBHCA.org

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