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Valuation and purchase accounting: Navigating the changing M&A landscape

Over the last 4 years, macroeconomic conditions have changed drastically. Markets have seen generationally high inflation, rapid interest rate jumps, liquidity ups and downs, and increasing recession risk. For banks and credit unions involved in a merger and acquisition (M&A) deal process, it’s important to understand how these conditions impact valuation estimates and other deal metrics.  

In this webinar, we will discuss how to quickly react to a dynamic market environment and position your financial institution appropriately. 

You will learn: 

  • Trends in core deposit intangible (CDI) values and debt value multiples 
  • How Fed interest rate policies affect loan portfolios 
  • Why estimation in credit losses (CECL) is so critical 

Meet Your Presenters

Manuel Aya, CFA

Manager, Advisory Services
Manuel Aya, CFA, is a Consulting Manager on Abrigo’s Advisory Services team with over 5 years of experience in financial services, focusing on banking, capital markets, and asset management. His specialty is the valuation of loans, deposits, and debt portfolios for M&A transactions and fair value reporting. He also works

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Matt Murray

Director
Matt Murray is a director within the financial services group at Piper Sandler, where he focuses on a broad range of strategic advisory matters. Prior to the merger of Piper Jaffray and Sandler O’Neill & Partners, he was a vice president in the investment banking group at Sandler O’Neill. Murray

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Derek Hipp, CPA

Director, Advisory Services
Derek has over 12 years of experience in public accounting and consulting, specializing in financial institutions. He is a co-founder of the ValuCast™ suite of software solutions and is a leader on Abrigo’s, formerly Valuant, consulting and product delivery services. Derek specializes in Day 1 valuation and due diligence services,

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