On March 23rd, Joe Moeller, Managing Director of Keefe, Bruyette & Woods (KBW), will provide a presentation on bank valuations and the M&A environment. Please join us!
Event Speaker
Joseph Moeller joined KBW in 1994 and his responsibilities relate to corporate finance advisory, mergers & acquisitions, and capital markets transactions for financial services companies primarily located in the Mid-Atlantic region of the U.S. Earlier in his career, Joe worked in the Bank Supervision Group of the Federal Reserve Bank of New York.
He received a BS in Industrial Management and Economics from Carnegie Mellon University, Pittsburgh, PA in 1992 and attended classes at New York University’s Stern School of Business.
Joe’s recent advisory assignments have included:
Lakeland Bancorp’s (NJ) $1.3 Billion merger with Provident Financial Services, Inc. (NJ) - Announced 9/27/2022
Investors Bancorp’s (NJ) sale to Citizens Financial Group, Inc. (RI) ($3.6 billion) - Closed 4/6/2022
Sterling Bancorp’s (NY) $5.4 Billion merger with Webster Financial Corporation (CT) - Closed 1/31/2022
Bryn Mawr Bank Corp.’s (PA) sale to WSFS Financial Corp. (DE) ($990 million) - Closed 1/1/2022
Metropolitan Bank Holding Corp.’s (NY) $173 million public follow-on offering of common stock - 9/15/2021
Sponsored By:
NYLIB is grateful to KBW for sponsoring this event to keep it affordable for our members.