Publications/Resources
“New 'Merger' Option”, CU Management Magazine, March 2018, Vol 41. No 3; pp 34-35. View PDF
Podcast: CUES 20: Mergers and Acquisitions, an interview with Stephen Morrissette, April 17, 2017, Credit Union Executives Society. Link to Podcast
"Mergers Not About Nerve", CU Management Magazine, February 2016, Vol 39. No 2; pp 34-36. (Contributor)
"An Investor’s Guide to Search Funds”, co-authored with Shamus Hines, Journal of Private Equity, Summer 2015, Vol. 18, No. 3; pp. 21–40. Link to Article
“Translating Strategy into M&A”, Keynote speaker at DealInsights Conference, March 5, 2015, Chicago. Link to PDF and Video
Profiles and Investment Motivations of De Novo Bank Founding Investors. 2014. Berlin, Germany: Scholars Press. ISBN 978-639-71104-2.
“Parallels between Consolidation of the Commercial Banking and Hospital Industries”, International Journal of Business and Social Science, 5 (9), August 2014.
“A Framework for Validating an M&A Deal Investment Thesis”, Transaction Advisors, 2 (3), May 2014. Named as “Top 10 Most Read” articles by Transaction Advisors in 2014.
“The Trustee’s Journey: A board chair reflects on the rewards and responsibilities of hospital governance”, American Hospital Association Trustee Magazine, May 2014.
“Lessons from Commercial Banking Consolidation for the Hospital Industry”, American Hospital Association Trustee Magazine, October 2013.
“A Framework for Validating an M&A Deal Investment Thesis”, Journal of Accountancy and Finance, 13 (2), Spring 2013. View PDF
“Governance Issues in the Transition to Accountable Care”, Hospital Topics, 90 (4), December 2012. View Site
BankDirector.Com: "Managing the Board and CEO Relationship During Times of Stress", January 20, 2012. View Site
"The Honeymoon is Over: Managing the Board and CEO Relationship During Times of Stress", Banking Law Journal, November 2011. View PDF
"Perspectives on Regulatory Reform", presented at FDIC Midwest Region Senior Leadership Conference, September 29, 2010.
"Impacts of Industry Structure Changes", presented at Community Bankers Association Conference, October 12, 2010.
"Challenges for Community Banks", presented at Clifton Gunderson Banking Conference, June 24, 2010.
"De Novo Bank Research Findings", presented at Western Independent Bankers Conference, December 4, 2007.
"A Profile of Angel Investors", Journal of Private Equity, June 2007. (In November 2009, this article was included in the list of "Most Cited Global Investment & Finance Articles" by Institutional Investor Journals.) View Site
"The Characteristics and Motivations of Bank Angel Investors", presented at Midwest Business Administration Association International Conference, March 28, 2007. View PDF
"Summary Profile of Bank Angel Investors", Frontiers of Entrepreneurship Research 2006. View PDF