Big Bank Takes Little Bank: How a Downturn Could Affect Regional Banks’ Investment Banking Strategies

Will regional commercial banks stay committed to their investment banking divisions once the lucrative M&A advisory fees dry up in the next downturn?

September 20, 2022 Charlie Perer | SG Credit Partners Phil Neuffer

Selling A Unicorn: Inside FSW Funding’s Acquisition By Oxford Commercial Finance

After more than two decades building FSW Funding, Robyn Barrett sold the prominent factoring firm to Oxford Commercial Finance this past spring. Even with the sale, Barrett is still committed to growing the company and maintaining her people, all while taking on new opportunities.

July 21, 2022 David Lamb | FSW Funding | Oxford Commercial Finance | Robyn Barrett Markiesha Thompson

Traversing Healthcare Services M&A While Navigating a Healthcare Crisis

The healthcare industry has been forced to deal with the COVID-19 pandemic directly, which has caused some drastic changes to how care is delivered as well as the M&A landscape for health services businesses. Vasanta B. Pundarika and Amanda Verner Thompson of Matrix Capital Markets Group examine trends from 2020 and Q1/21 while projecting how the market will evolve over the second half of the year.

April 13, 2021 Amanda Verner Thompson | Anthony R. Hoffman | Casey Van de Walle | Matrix Capital Markets Groups | Vasanta B. Pundarika Phil Neuffer

Enemy at the Gates: ABL a Secret Weapon for Super Regional Banks

Offering asset-based lending can be one of the best ways for regional banks to maintain a competitive edge as more and more join forces to fend off the encroachment of “super power banks.”

March 22, 2021 Asset Based Lending | regional banks Phil Neuffer

Hercules Capital Acquires Gibraltar Business Capital

Hercules Capital purchased Gibraltar Business Capital to enter the ABL market. Cartoonist Jerry Gonzalez shares his take on this mythical matchup.

April 17, 2018 Gibraltar Business Capital | Hercules Capital | Manuel A. Henriquez ABF Journal

Once Again, the Bulls are Running: 2018 Citizens Bank M&A Survey Reflects Strong Sellers’ Market

In 2017, Citizens Bank took an unusual step with its annual M&A Advisory Survey — it polled business decision-makers before and after the election to test the impact. Optimism was high in the post-election survey, and in 2018, it is higher still. Ralph Della Ratta, head of M&A Advisory at Citizens Capital Markets, explains why this is a good time to sell and encourages lenders to push customers towards eager buyers.

March 14, 2018 Citizen Capital Markets | M&A | Ralph Mascia ABF Journal

Paying the Piper: Acquiring Digital Technology Without Breaking the Bank

As every sector contends with tech-enabled disruption, Mark Solovy discusses the three strategies — buy, build or sell to private equity — that companies can use to acquire new technology at a reasonable cost.

September 13, 2017 Mark Solovy | Monroe Capital ABF Journal

Citizens Survey: Urgency Drives 2017 M&A Outlook

Citizens Commercial Banking released its annual Middle Market M&A Outlook for 2017, based on a survey of 600 C-level executives. The forecast? 2017 could be a busy year for M&A transactions as both buyers and sellers feel it’s time to act. Head of Corporate Finance and Capital Markets at Citizens Commercial Banking, Bob Rubino broke down the results in detail for ABF Journal, including what’s fueling the M&A activity and how the national election results can affect the outlook.

December 13, 2016 Bob Rubino | Citizens Commercial Banking | M&A ABF Journal

Wells Fargo Buys GE’S $32B Lending/Leasing Businesses

ABF Journal illustrator Jerry Gonzalez gives his take on the significant growth Wells Fargo has achieved this year through a series of strategic acquisitions of GE Capital assets and businesses.

November 5, 2015 GE Capital | wells fargo ABF Journal

Bloomberg: Global M&A Set for 2015 Record

Bloomberg reported that M&A activity is on track to reach record levels this year after a first half dominated by mega deals, even as valuations reach new highs.

July 30, 2015 Mergers & Acquisitions Rita Garwood