Financial Advisory

Bank Stocks & Beyond: Gerard Cassidy’s Forecast

Financial Advisory, Podcast, Profit & Process Improvement

On this episode, we sit down with Gerard S. Cassidy, Managing Director, Co-Head of Global Financials Research, and Large Cap Bank Analyst at RBC Capital Markets, renowned for creating the “Texas Ratio” and consistently ranking as a top U.S. stock analyst. Gerard shares his expert outlook on bank stock performance for the remainder of 2025 and into 2026, offering his perspective on the likelihood of a recession, the trajectory of interest rates and the yield curve, and the potential for industry-wide loan growth.

Hot Topics in Accounting – What you need to know!

Financial Advisory, Podcast

Guests: Sydney Garmong,CPA, Crowe LLP, National Office Partner in Washington D.C. and Rick Childs, CFA, CPA, Partner and National Practice Leader of Crowe LLP’s Advisory Services Listen on Spotify Listen on Apple Podcasts Podcast Show Notes: Our This Month In Banking (TMIB) podcast features discussion with colleagues and other industry…

Bank M&A – Show Me the Money

Financial Advisory, TKG Perspectives

Deep down I’m a bit of a softie. And nostalgic. So, if my wife and I are watching TV on a Saturday night and I happen to come across “Jerry Maguire,” I tend to stop and watch awhile. Then she says, “not this movie again” and I move on. Not…

Private Equity Investing in Banking

Financial Advisory, Podcast

Listen on Spotify Listen on Apple Podcasts Podcast Show Notes: Our This Month In Banking (TMIB) podcast features discussion with colleagues and other industry thought leaders on interesting banking news that happened this month. TMIB will be available on the last Wednesday of every month here, and on Apple and…

Banking New Year’s Resolutions – We Have Opinions / Negotiating Merger Transactions

Financial Advisory, Podcast, Profit & Process Improvement, Strategic Management

 Listen on Spotify Listen on Apple Podcasts Podcast Show Notes: Our This Month In Banking (TMIB) podcast features discussion with colleagues and other industry thought leaders on interesting banking news that happened this month. TMIB will be available on the last Wednesday of every month here, and on Apple…

TMIB Lite: BB&T and SunTrust – Why Merge?

Financial Advisory, Podcast

Listen on Spotify Listen on Apple Podcasts Podcast Show Notes: Our This Month In Banking (TMIB) podcast features discussion with colleagues and other industry thought leaders on interesting banking news that happened this month. TMIB will be available on the last Wednesday of every month here, and on Apple and Droid podcast…

The Future of Community Bank Mergers

Financial Advisory, Podcast

Guest: James S. Vaccaro , President and CEO Manasquan Bank Listen on Spotify Listen on Apple Podcasts Podcast Show Notes: Our This Month In Banking (TMIB) podcast features discussion with colleagues and other industry thought leaders on interesting banking news that happened this month. TMIB will be available on the…

TB or Not TB? Is that THE Question?

Financial Advisory, TKG Perspectives

In the early stages of Hamlet, William Shakespeare’s epic 15th century play, the protagonist says “To be or not to be, that is the question.”  Through this phrase, Hamlet questioned the meaning and value of his life after his father was killed by Claudius. For bank mergers, our take on…

What Can Banks Learn from Mutual Mergers?

Financial Advisory, TKG Perspectives

Since 2010, investment bankers have been predicting that the pace of merger activity in the banking industry would significantly increase and accelerate.  While these predictions may have been wishful thinking, we currently see signs that many banks are, at a minimum, talking and considering their strategic alternatives. As a result,…

What Does Reviewing Strategic Alternatives Mean to You?

Financial Advisory, TKG Perspectives

I recently read the following headline: “Next step for ABC Bancorp could be ‘strategic alternatives’.”  It could have read, “ABC Bancorp is out of options and should sell.”  [The name of the bank was changed to protect their identity.]  After reading the article, that message came through loud and clear….