The NYLIB community will gather for a networking reception followed by a presentation on bank valuations and the M&A environment by Joseph Moeller, Managing Director of Keefe, Bruyette & Woods (KBW). Please join us for refreshments, small bites, and an opportunity to connect with industry peers.
Event Speaker
Joseph Moeller joined KBW in 1994. 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 in Pittsburgh, PA, and attended classes at New York University’s Stern School of Business.
Joe’s recent advisory assignments have included:
Flushing Financial Corporation’s (NY) $70 million follow-on offering of common stock – Closed 12/12/2024
Financial Institutions, Inc.’s (NY) $100 million follow-on offering of common stock – Closed 12/11/2024
Dime Community Bancshares, Inc.’s (NY) $144 million follow-on offering of common stock – Closed 11/12/2024
ConnectOne Bancorp, Inc.’s (NJ) $284 million merger with The First of Long Island Corp. (NY) – Announced 9/5/2024
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
Registration
If you are registering for multiple attendees, please email names, titles, and email addresses to info@nylib.org. Thank you!