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Last month, Ardmore had the privilege to team with Bank Director to present a panel discussion on the due diligence process in mergers and acquisitions. Moderated by Ardmore’s Todd Sardich, the panel included Brian W. Jones, President, CEO & Director of First National Bank of Elmer, Steve Fusco, EVP & Chief Financial Officer of Spencer Savings Bank, and Jeffrey Welch, EVP & CCO for Burke & Herbert Bank.

If you were unable to attend, we have selected some of the most important segments below.

First, the panel lays out a current overview of the M&A environment in 2024:

Secondly, the group discussed the ongoing impact of regulatory scrutiny around the due diligence and M&A process.

Finally, the panel emphasized the importance of an independent, third-party loan portfolio due diligence process.

Ardmore greatly appreciates the involvement of all three of our panelists, and looks forward to more opportunities to bring similar presentations to the banking community.

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