Equity Bank’s Post

As we begin 2024, it’s critical to anticipate significant pivotal moments in business. This could be an expansion opportunity, selling a company, a shift in capital structure, bringing in new investors, or an acquisition. Laying the groundwork early with the right team and establishing a framework helps you plan, execute, transition, and preserve the things you’ve worked so hard to build.    In our latest Truist Purple Paper—“Navigating Pivotal Moments”— leaders from across Truist Wealth, Truist Securities, and Truist Commercial, Corporate & Institutional share case studies, learnings, and advice of how to successfully transition a business.    Special thanks to David Herritt, Lee McCrary, Kelvin Stroupe, Scott Cathcart, George Calfo, Caitlin Kennedy and Roger Wilson for sharing your deep insights in this paper, and to our advisors who are helping business owners map out their 2024 financial plans. https://bit.ly/3Hl88Gq   #TruistWealth #TeamTruist #FinancialPlanning

Dive into the highs and lows of New York Community Bancorp's recent transformation. From strategic acquisitions to stock plunges, this carousel explores the challenges and uncertainties faced by NYCB in the ever-evolving financial landscape. #banking #commercialrealestate #economics

Following Emma Dunkley's article on Barclays' research revealing the excessive cash holdings of many Britons, Greg Davies writes to the Financial Times to highlight how wealth managers can help clients avoid this behavioural pitfall - https://lnkd.in/e-ZBuSpj #BehaviouralFinance #BeFi #FinancialPlanning #FinancialAdvice #WealthManagement

Voya's investment leaders debate the state of today's #commercialrealestate market in our inaugural #CIORoundtable. Bringing together perspectives from across our fixed income, equity, private lending and multi-asset platforms, it's a lively exchange you won't want to miss, covering the #CMBS, #CMLs, #USeconomy, #corporatebonds, #banks, #REITs and more. https://lnkd.in/e_UmJccU The linked content is intended for qualified institutional investors and/or financial professionals only.

Prior to their partnership with Deluxe, Penn Community Bank felt they lacked the internal resources needed to build benchmarks for their acquisition efforts. Now, they have clarity of measurement. Read the case study to learn how: https://bit.ly/46kC15i #paymentsanddata

Voya's investment leaders debate the state of today's #commercialrealestate market in our inaugural #CIORoundtable. Bringing together perspectives from across our fixed income, equity, private lending and multi-asset platforms, it's a lively exchange you won't want to miss, covering the #CMBS, #CMLs, #USeconomy, #corporatebonds, #banks, #REITs and more. https://lnkd.in/eKnjRMKE The linked content is intended for qualified institutional investors and/or financial professionals only.

Jamie Dimon: 🚨 ‘There could be hell to pay’ in private credit as retail investors join in. J.P. Morgan CEO Jamie Dimon has warned “there could be hell to pay” in private credit as problems start to emerge in the $1.7trn industry, particularly as retail investors gain access to the flourishing asset class. Check out Valeria Martinez's latest article 👇 https://incm.pub/3V6B3V0 #investing #assetmanagement #wealthmanagement #finance

Join Skytale’s Senior Vice President of Investment Banking, Theodore Van Gorden, and other aesthetic industry experts as they share insights in the multi-part series “Practice Planning: Learning to Level Up” at AMWC Americas in Miami, Florida. Key Takeaways: 🔹Receive live instruction on how to leverage your financials and reports to maximize the value of your practice. 🔹Gain insights on recent M&A trends and how to keep your practice "market-ready" from a panel of legal, wealth management, and investment banking experts. 🔹Acquire an understanding of current events in today’s capital markets from private equity to lending. We are looking forward to discussing these industry topics alongside some of our fellow experts: Craig Woods, David Gutt, Emily Brems, MBA, and Michael W.

Doing right by our clients is the driving force and foundation upon which our firm has been built, says B. Riley Securities' Chief Executive Officer Andy Moore. Learn more about our long-standing ethos and history of delivering value to our clients and partners by viewing B. Riley Financial's 2023 Analyst & Investor Day here: https://bitly.ws/36IGA #RILY #clientsfirst #InvestmentBanking

It is not too late to register for this insightful panel of experts regarding your business exit strategy. This will be an interactive forum and one you won't want to miss. We are looking forward to seeing you next Tuesday, February 27th at 5:30pm. #imkey #expertadvisors