Our experience has been that many bank boards have not fully thought through their bank’s strategic plan before deciding to buy or sell. The investment banker often drives the transaction before the bank’s strategic plan is in place to support the transaction. This episode will address how your bank board can better oversee the process before the transaction takes on a life of its own.

Host and AABD President David Baris is again joined by AABD Advisor Dave Martin, former commercial banker at Mellon where he managed acquisitions and former managing director at Sandler O’Neill, where he was involved in numerous bank mergers.

Calling All Bank Directors is available on Apple PodcastsSpotifyGoogle Play, Stitcher, or wherever you get your podcasts.


Calling All Bank Directors is the podcast of the American Association of Bank Directors. AABD has been your advocate since 1989 and our podcast, hosted by AABD President David Baris, is designed to keep you well informed to help protect both you and your bank.

Questions? Contact [email protected].