Category Archives:Merger & Acquisition

Kennedy Sutherland LLP Covers Sub S Bank's Mergers & Acquisitions

Kennedy Sutherland LLP attorney, Patrick J. Kennedy, Jr., will present at the 4th Annual Strategic Opportunities: Merger & Acquisitions Prospects for 2016 Regional Conference at the Ritz in New Orleans on September 24, 2015. Mr. Kennedy will present specifically on Buying or Selling a Subchapter S Bank. During the session he will cover unique aspects of Sub S Banks in M&A. and discuss S Corp bank’s flow through tax treatment dynamic. He also will providea guideline for best practices for board fiduciary duties. In addition he will give examples of dividends and cash flow needs, how to structure the shareholder agreements and alternative growth and tax reform possiblities for future Sub S banks.

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Co-Sponsored by:
Texas Bankers Association
Louisiana Bankers Association
Arkansas Bankers Association
Mississippi Bankers Association
Oklahoma Bankers Association

Who Should Attend:
With an emphasis on free-wheeling, peer-to-peer sharing of ideas and resources, the conference aims for compact, relevant programming specifically designed for strategic decision-makers – senior executives who are shaping the community banking markets of tomorrow by finding ways to succeed today.

What This Conference Offers:

  • Unique program format and content
  • Emphasis on peer sharing by bank leaders
  • Networking with the most active acquirers and advisers in the region
  • Updates on all important M&A trends and regulatory developments
  • Strategies for managing independence
  • Special coverage for Sub S banks
  • The latest on capital funding and IPO options

Kennedy Sutherland to Speak at Merger & Acquisition Conference

Kennedy Sutehrland LLP’s managing partner, Patrick J. Kennedy, will present at the 3rd Annual Strategic Opportunities – Merger & Acquisition Conference at the JW Marriott New Orelans Hotel on November 12-14, 2014. This year’s conference features an array of prominent bank leaders and advisers from throughout the region. Leaders of successful banking organizations will explain the approaches their banks are taking to build shareholder value. Banker panelists and industry experts will also provide current surveys of M&A activity and pricing trends as well “best practice” guidance on managing strategic and regulatory challenges while optimizing operational efficiency.

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WEDNESDAY, NOVEMBER 12, 2014
2:00 – 5:15 PRE-CONFERENCE WORKSHOP (Registration is limited to 75. Register early to reserve your seat)

2:30 – 2:45 STRATEGIES FOR MANAGING INDEPENDENCE

Remaining independent by design, not chance — tapping internal resources to support capital and shareholder liquidity
Joseph M. Ford, Conference Chairman, Senior Partner, Fenimore, Kay, Harrison & Ford, Austin

2:45 – 3:45 STRATEGIES FOR BRANCHING AND ORGANIC GROWTH

The fine art of playing the hand you have been dealt

James D. Goudge, Chairman of the Board & CEO, Broadway Bancshares, San Antonio
Mike Calvin, Principal, Level 5, Houston
David R. “Jude” Melville, President & CEO, Business First Bancshares, Baton Rouge
Mark L. Russell, CEO, Great Plains Bancshares, Elk City

3:45 – 4:30 SUBCHAPTER S ISSUES
Is Sub S still the best choice for your bank? How to capture the Sub S premium for your shareholders upon sale
Patrick J. Kennedy, Jr., Managing Partner, Kennedy Sutherland, San Antonio

4:30 – 5:15 PRESERVING INDEPENDENCE THROUGH SUCCESSION PLANNING
Techniques for planning succession of ownership and management
Ken Derks, Managing Consultant, Equias Alliance, Plano
J. Scott Petty, Partner, Chartwell Partners, Dallas

5:30 – 7:00 WELCOME COCKTAIL RECEPTION

THURSDAY, NOVEMBER 13, 2014

8:00 – 8:30 REGISTRATION AND BREAKFAST

8:30 – 8:45 YOUR STRATEGIC OPPORTUNITIES ARE WHERE YOU FIND THEM
Learning from your peers and leading advisers — where andhow to look.
Joseph M. Ford, Conference Chairman

8:45 – 10:00 M&A 1.01 FOR BANK LEADERS
Key deal management skills for buyers and sellers.
Curtis Carpenter, Managing Director, Sheshunoff & Co. Investment Banking, Austin
Chet A. Fenimore, Managing Partner, Fenimore, Kay, Harrison & Ford, Austin
Dennis R. James, Director of Mergers & Acquisitions, Bank of the Ozarks, Little Rock
Steve Wagner, Senior Manager, Crowe Horwath, Dallas

10:15 – 11:00 CONSOLIDATION STARTS AT HOME
Finding expansion opportunity in neighboring banks.
Moderator: Tom Mecredy, Senior Vice President, Vining Sparks, Austin
C.T. “Tommy” Head, President & CEO, Goldthwaite Bancshares, Goldthwaite
James E. Lindemann, Chairman & CEO, Industry Bancshares, Central Texas
Jeffrey A. Wilkinson, President & CEO, Pioneer Bancshares, Austin

11:00 – 12:00 ONE ACQUISITION AT A TIME
CEO perspectives on evaluating and implementing a successful M&A strategy.
Moderator: C.K. Lee, Managing Director, Commerce Street Capital, Dallas
Tyson Todd “Ty” Abston, Chairman & CEO, Guaranty Bancshares, Mount Pleasant
J. Patrick “Pat” Hickman, Chairman & CEO, Happy Bancshares, Texas Panhandle
George Martinez, Chairman of the Board, Allegiance Bancshares, Houston

12:15 – 1:15 LUNCHEON
Keynote Speaker: John W. Allison, Chairman of the Board, Home Bancshares, Conway, Arkansas

1:30 – 2:00 M&A MARKET TRENDS AND PRICING
Opportunities for 2015.
Chris Murray, Principal, Sandler O’Neill + Partners, New York

2:00 – 3:00 ACCESSING GROWTH CAPITAL AND M&A FINANCING FROM PUBLIC AND PRIVATE MARKETS
Is there an IPO in your future? What you need to know.
Moderator: Chet Fenimore, Fenimore, Kay, Harrison & Ford, Austin
John D’Angelo, President & CEO, Investar Bancshares, Baton Rouge
Brian James, Principal, BankCap Partners, Dallas
Craig McMahen, Managing Director, Keefe, Bruyette & Woods, Austin

3:15 – 4:00 THE CHANGING M&A LANDSCAPE
How today’s regulators and today’s deals are different.
Cynthia A. Dopjera, Assurance Shareholder, Harper & Pearson Company, Houston
Robert Ulrey, Managing Director, Stephens & Co, Little Rock
Patrick J. Kennedy, Managing Partner, Kennedy Sutherland, San Anotnio

4:00 – 5:00 SECRETS OF MANAGING SUCCESSFUL POST-ACQUISITION INTEGRATION
Culture, technology and people.
Moderator: R. Clark Locke, Managing Director, Hovde Group, Austin
Randy Dennis, DD&F Consulting, Little Rock
Dennis R. James, Director of Mergers & Acquisitions, Bank of Ozarks, Little Rock
James E. Lindemann, Chairman & CEO, Industry Bancshares, Central Texas

5:00 – 5:30 THE ANATOMY OF SOUND BANK VALUATION
Which numbers really matter and why.
Karen Kline, ASA, Managing Director Valuations, Sheshunoff & Co Investment Banking, Austin

5:30 – 7:00 COCKTAIL RECEPTION

FRIDAY, NOVEMBER 14, 2014

7:30 – 8:00 BREAKFAST BUFFET

8:00 – 9:00 GENERAL COUNSELS’ REPORT
The current legal and regulatory landscape for ALL community banks.
Moderator: Tom Perish, Partner, Andrews Kurth, Houston
B. Scott Daugherty, President/General Counsel, Compliance Alliance, Austin
Rusty N. LaForge, EVP & General Counsel, Southwest Bancorp, Oklahoma City
Charlotte Rasche, Senior EVP & General Counsel, Prosperity Bancshares, Houston

9:00 – 9:45 BALANCE SHEET PLANNING
Impact of new capital regulations, restructuring opportunities in acquisitions and asset valuation strategies.
Rick Childs, Partner, Crowe Horwath, Indianapolis
Stephen C. Raffaele, CEO & President, MSC Asset Management, Dallas
Debbie Scanlon, Partner, BKD

9:45 – 10:45 REGIONAL ACQUIRERS ROUNDTABLE
What are the bigger banks looking for?
Moderator: Kade Machen, Managing Director, Sterne Agee, Austin
Geoffrey “Geoff” D. Greenwade, President & CEO, Green Bank, N.A., Houston
George A. Makris, Chairman & CEO, Simmons First National Corp., Little Rock
James D. “Dan” Rollins, President & CEO, BancorpSouth Bank, Tupelo

10:45 – 11:30 THE ANNUAL TAKEAWAY ROUNDTABLE
Audience and panelists share their parting takeaways and predictions for another year.

BANKER PANELISTS INCLUDE:
Tyson Todd “Ty” Abston, CEO, Guaranty Bancshares
John W. Allison, Chairman, Home Bancshares
John D’Angelo, CEO, Investar Bancshares
Geoffrey “Geoff” D. Greenwade, CEO, Green Bank, N.A.
James D. Goudge, CEO, Broadway Bancshares
C.T. “Tommy” Head, CEO, Goldthwaite Bancshares
J. Patrick “Pat” Hickman, CEO, Happy Bancshares
Dennis R. James, Director of M&A, Bank of the Ozarks
Rusty N. LaForge, EVP/General Counsel, Southwest Bancorp
James Lindemann, CEO, Industry Bancshares
George Martinez, Chairman, Allegiance Bancshares
George A. Makris, CEO, Simmons First National Corporation
David R. “Jude” Melville, CEO, Business First Bancshares
Charlotte Rasche, EVP/General Counsel, Prosperity Bancshares
James D. “Dan” Rollins, CEO, BancorpSouth Bank
Mark L. Russell, CEO, Great Plains Bancshares
Jeffrey A. Wilkinson, CEO, Pioneer Bancshares