Financial Services Blogs Archives

Business strategy and bank transaction concept. Due diligence is a critical part of a bank M&A transaction

The Role of Due Diligence for Bank M&A Transactions

The banking industry has seen a rapid change in deal activity in recent years. In the first 11 months of 2020, the industry presented 100 announcements deals worth an aggregated $21.51 billion, according to research conducted by S&P Global Market Intelligence. This is a major drop from the 235 deals worth $54.23 billion that occurred

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Checklist concept. M&A integration generally requires the creation of new policies and procedures

2021 M&A Integration Checklist for Bank Leaders

M&A integration, otherwise known as post-merger integration (PMI), is the process of bringing two or more businesses together to maximize synergies and ensure that the deal reaches its predicted value. When well-conceived and properly executed, mergers and acquisitions (M&A) can deliver excellent value and help the banking industry grow and expand. However, bank leaders must

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Mergers & Acquisitions

Everything Banks Need to Know About M&A Advisory and How It Works

Any financial institution that is considering or preparing to make a transaction that involves the selling, buying or merging businesses should consider working with outside advisors, including investment bankers, attorneys, and integration firms, to help navigate the complex world of mergers and acquisitions (M&A). An M&A advisory firm essentially acts as a middleman in a

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Telehealth for banking vlog thumbnail

Bank Marketing Data

Hear from Wade Barnes, Financial Services Practice Lead, on the importance of reading and interpreting marketing data for banks. Video Transcribed Hi, I’m Wade Barnes, Financial Services Practice Lead with Hartman Advisors. In past videos, we’ve talked about the need for financial institutions to focus on their data strategy. I’ve had follow-up conversations with many

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a city powered by technology representing digital transformation

How Digital Transformation Improves M&A Opportunities for Banks During COVID-19

The COVID-19 pandemic triggered a major push for technology adoption. Without warning, organizations of all kinds had to quickly find new ways to improve performance and meet ever-changing demands while adapting to a challenging new environment. Community banks, in particular, experienced significant disruption due to the coronavirus, making digital transformation, or the integration of digital

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Image depicting digital banking. Digital transformation has touched every industry in one way or another

4 Ways Digital Transformation Will Impact Banking

Digital transformation has touched every industry in one way or another, but not all organizations are matching the pace. Four out of five financial institutions acknowledge that digital transformation will reshape the industry’s competitive landscape, according to the Boston Consulting Group, yet 43 percent admit that they do not have a digital strategy in place.

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Data Strategies for Banks and Credit Unions

Hear from Wade Barnes, Financial Services Practice Lead on how bankers can adapt and excel during and after COVID-19. Video Transcribed Hi, I’m Wade Barnes, Financial Services Practice Lead with Hartman Advisors. COVID-19 hit us fast, and no doubt this pandemic has changed the way we live and do business. But these changes will outlive

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Telehealth for banking vlog thumbnail

Business Insights: Telehealth Strategies for Banks

Hear from Wade Barnes, Financial Services Practice Lead on how telehealth strategies can be applied to the banking industry in order to handle complex financial transactions and services. Video Transcribed Hi, I’m Wade Barnes, Financial Services Practice Lead at Hartman Advisors. Since Covid-19, our lives have moved more and more online. Our children are finishing

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