READING, PA, and NEW YORK, NY, February 8, 2017– Mark R. McCollom and Richard L. Quad, Senior Managing Directors and Co-Heads of Griffin’s Financial Institutions Group, presented at Bank Director’s Acquire or Be Acquired Conference held January 29-31, 2017, in Phoenix, AZ.
In the workshop “Pre-Deal Considerations for Public Companies,” Messrs. McCollom and Quad provided a review of key financial and non-financial issues that both buyer and sellers should focus on before considering an acquisition or sale. They discussed the importance of building a strong internal deal team and staff of experienced external advisors while managing expectations of both internal and external constituencies. They also outlined the benefits of understanding your strengths and weaknesses, and offered guidance on building the value of your public company “currency.”
Mark R. McCollom provides merger and acquisition advisory, capital formation and strategic alternative services to bank executives, directors, stockholders and investors. Calling on his more than 20 years of experience as a senior financial executive in the banking industry, Mr. McCollom works with both major and community banks and thrifts, specialty lenders and asset managers.
Over the course of his career, Mr. McCollom has coordinated the financial and operational aspects of more than 50 transactions, including mergers, acquisitions, asset sales, sale/leasebacks and debt and equity financings, with a combined transaction value in excess of $20 billion.
A CPA, Mr. McCollom is a member of the American Institute of Certified Public Accountants and the Pennsylvania Institute of Certified Public Accountants. He is also a frequent speaker at banking industry conferences across the country. Mr. McCollom received a B.S., with high distinction, from The Pennsylvania State University. He is a licensed General Securities Principal.
Richard L. Quad is Senior Managing Director and Co-Head of Griffin Financial Group’s Financial Institutions Group, where he provides investment banking services to financial institution clients, including sell-side, buy-side, capital markets and related strategic and valuation services.
He has more than 25 years of experience in both investment banking and commercial banking in the Northeast. As a senior investment banker, he has successfully completed over 60 assignments for more than 40 community bank clients including common, convertible, preferred stock and subordinated debt offerings, buy-side, sell-side and FDIC receivership transactions, as well as strategic and general advisory assignments.
Mr. Quad received a B.S., magna cum laude, in Business Administration with a concentration in finance from the University of Vermont and an MBA with distinction from Cornell University. He holds Series 7 and 63 licenses from FINRA.