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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.

https://www.youtube.com/watch?v=O7JgOH4Ifi4

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

https://www.youtube.com/watch?v=-Azz5dLsm-c

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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