Mergers & Acquisitions with David Ritter

08/17/20 • 38 min

In Your Best Interest: An ALM First Podcast

David Ritter is a Managing Director at ALM First, who works with clients by focusing on both their quantitative and qualitative strategic growth initiatives; whether via facilitating an entire merger and acquisition process, conducting strategic planning, building customized sophisticated yet practical financial scenario analyses models for clients, or creating de novo business plans. David provides a multitude of advisory services to clients, including merger and acquisition guidance, business valuation and strategic planning. He has worked with credit unions, banks, mortgage companies and CUSOs to help build strategies and move quickly towards their financial goals. David also helps clients understand the true value of their business through a wide range of financial valuation services.

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Balance Sheet Management Strategies with Robert Perry

Robert Perry is a Principal at ALM First, joining the firm in 2010. Mr. Perry leads ALM First’s ALM and Investment Strategy Groups and is responsible for the development of asset liability and investment portfolio themes for the firm. Mr. Perry has more than 30 years of experience in the banking and bank-consulting businesses. Before joining ALM First, Mr. Perry previously served as Chief Investment Officer for First Coastal Bank in Manhattan Beach and was a Principal and Product Portfolio Manager at Smith Breeden Associates, Inc.

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Trends in Depository Lending with Travis Goodman and Kevin Shaner

Travis Goodman is a Principal at ALM First Financial Advisors, joining the firm in 2003. Travis oversees the Advisory Services department, which is responsible for implementing actionable and effective ALM and investment strategies for client financial institutions. In addition to overseeing Advisory Services, he assists large, complex financial institutions in achieving optimal performance within policy and risk tolerances.

Kevin Shaner joined ALM First in 2018 and currently holds the position of Managing Director, Loan Transaction Network and is also responsible for the national banking channel. Kevin has over 20 years of commercial and corporate banking experience and has originated, underwritten, and managed billions of dollars in the primary and secondary loan markets, across a wide variety of loan types including: government contracting, C&I, CRE, SBA, construction, project finance, auto, and residential mortgages.

In Your Best Interest: An ALM First Podcast - Mergers & Acquisitions with David Ritter

Transcript

David Ritter00:00:01.149

Got to the merger agreement, went to exactly or went right to the CEO clause. And it didn't say who the, to CEO was. So I asked the two current ones, I said, who is the continuing CEO? Who's the president who is EVP, how's this going to work?

David Ritter00:00:14.849

They both raised their hands in terms of who was going to be the continuing CEO.

David Ritter00:00:20.969

Yeah . Ho