Bank Buzz: Wrapping Up 2024 And 5 Acquisition Targets For 2025

2025-01-12 20:55:46 ET

Summary

• Our group of small-cap banks performed well in 2024, returning 19%, driven by solid performance, share repurchases, and an expectation of a more favorable political landscape.
• For 2025, we expect an increase in bank M&A activity, especially within the demutualized thrift space.
• Within this universe, potential acquisition targets include BLFY, CLST, NECB, TCBC, and TCBS.
• In particular, CLST is attractive due to its strong liquidity, solid asset quality, and valuation, making it a prime candidate for new investments.

Background

Bank Buzz covers the community bank sector, with a specific focus on mutual conversions, a niche within a niche....

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