Recorded, Thursday, May 6, 2010

90 minutes

Agenda  | Panelists | Who should log in | Register

Overview

Building on our recent webinar on FDIC-assisted transactions, SNL Financial is proud to provide an inside look at the process for acquiring and integrating branches of failed, struggling, or shrinking institutions. Our roundtable consists of four experienced practitioners with deep knowledge of branch transactions.

Agenda

Learning Objectives

Panelists

Anita Newcomb

President and Managing Director, A.G. Newcomb & Co.

Anita is president of A.G. Newcomb & Co., a strategic consulting firm she founded in 1999.  Anita’s experience spans over two decades in the financial services industry as a CEO, investment banker, and strategic consultant. 

Anita has built a national reputation in advising some of the country’s most successful banks as well as companies that interface with banks on a wide range of corporate development activities from strategic planning and consumer and business banking strategy development, branch transactions, and valuing and structuring acquisitions.  She speaks often on industry topics such as the future of banking and has appeared on C-SPAN and Washington Business Radio.

Anita was formerly president, CEO and board member of ACB Business Partners, the for-profit subsidiary of America’s Community Bankers.  She spent nine years in investment banking and strategic consulting with three national firms.  Early in her career, Anita was senior mergers and acquisitions specialist, Security Pacific Corporation, Los Angeles, at that time the fourth-largest bank and investor relations officer and corporate secretary with Cullen / Frost Bankers, Inc.   

Anita was recently appointed to the Board of the Federal Reserve Bank of Richmond—Baltimore Branch.  She also sits on the Advisory Board of the College of Business of Auburn University and is former Chairman. She received an M.B.A. in finance with distinction from the University of Houston and a B.S. in accounting with honor from Auburn University, Auburn AL.  She is also a certified public accountant (inactive) and is a member of the American Institute of Certified Public Accountants.

Frank Bonaventure

Principal, Chair of Financial Institutions Group , Ober Kaler

Frank C. Bonaventure, Jr. chairs the Financial Institutions Group at Ober|Kaler.  As a former federal and state regulator, he handles all phases of regulatory matters at the federal and state level for financial institutions. His work encompasses mergers and acquisitions, all phases of enforcement actions, mutual conversions, bank powers, lending limits, dealings with affiliates,
holding company issues, fair lending, securities and issues concerning officers' and directors' liability.

Frank is a sought-after resource for the media on bank regulatory issues, and is quoted frequently in business and trade publications including the Wall Street Journal and The American Banker magazine. Recognized throughout the legal community, he has been listed in the Financial Institutions, Transactions Law and Banking Law categories of The Best Lawyers in America since 2005.  In addition, he represents financial institutions from a corporate standpoint in all phases of mergers and acquisitions, purchase and assumption transactions, holding company acquisitions, mutual conversions and general corporate governance.

Frank’s experience in non financial institution corporate matters includes structuring new corporations, negotiation of contracts, internal governance, mergers, acquisitions and other business combinations.

Lillian Kilroy

Senior Consultant, A.G. Newcomb & Co.

Lillian Suffolk Kilroy is an accomplished executive manager with more than 20 years experience in the financial services industry.  She has extensive background advising in the areas of:

• - Strategic planning and market opportunity assessment
• - Merger and acquisition customer, product and market integration
• - Internal and external corporate communications including media and investor relations
• - Strategic marketing and brand development
• - Website and internet banking business assessment and development

Lillian was formerly Executive Vice President and Group Manager for Emerging Businesses at Provident Bank, a $6 billion super community bank based in Baltimore, MD. A member of the seven-person executive management team, she was responsible for identifying innovative business opportunities and bringing the new ideas to market.  Lillian also served as Provident’s Chief Marketing Officer.  Earlier in her career, she was Marketing Director for the American Bankers Association in Washington, D.C. and Senior Vice President and a member of the Southwest Region Senior Management Committee for First Interstate Bank System. 

Lillian is a graduate of Loyola Marymount University in Los Angeles, and completed post-graduate studies at LMU, Arizona State University Center for Services Marketing, and Johns Hopkins University.

Robert De Almeida

President & CEO, Hamilton Federal Bank, Baltimore, MD

Robert DeAlmeida has over 30 years experience with community banking in Maryland.  Bob started his banking career as an assistant treasurer for a small community bank, later moved over to lending and worked his way up to president of a $320 million community bank, Hamilton Federal Bank.  Born and raised in Baltimore, Bob attended Loyola University for his Bachelors Degree in Accounting and the University of Baltimore for his Masters in Economics.  He is dedicated to the local community and has served on numerous committees and boards focusing on housing initiatives in Baltimore.  In addition, Bob serves on the Board of the Maryland Bankers Association. 

Kris Niswander (moderator)

Associate Director, Financial Institutions Group, SNL Financial

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