2026 Bank Valuations and the M&A Environment Featuring Joseph Moeller of KBW
On April 8, 2026, Joseph Moeller, Managing Director of Keefe, Bruyette & Woods (KBW), delivered a timely presentation on bank valuations and the M&A environment to the NYLIB community at Pryor Cashman’s offices in Times Square.
Joe discussed recent market developments, the banking landscape, key industry issues, banking industry performance and outlook, bank stock price performance and valuations, and the overall M&A environment for banks. An opportunity for audience Q&A ensued.
Our Moderator
Joseph Moeller joined KBW in 1994. His responsibilities include corporate finance advisory, mergers and 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:
OceanFirst Financial Corp’s (NJ) acquisition of Flushing Financial Corporation - $579 million- Announced on 12/29/25
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
The Audience
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From left to right: Alyssa G. Martin (National Strategy Leader, Large Markets & Public Entities, Weaver & Tidwell, LLP), Liz Magennis (President, ConnectOne Bank), Liza Bowersox (Partner, Valuation Services, Weaver & Tidwell, LLP)
Memorable Moments
Please enjoy more memorable moments from our evening here. We encourage you to download your favorite moments and share them on LinkedIn. Don’t forget to tag the New York League of Independent Bankers (NYLIB)!
