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UMB bolsters CLO team with new veteran hires

Published 16/09/2024, 15:10
UMBF
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KANSAS CITY, Mo. - UMB Bank, n.a., a subsidiary of UMB Financial (NASDAQ:UMBF) Corporation (NASDAQ:UMBF), has expanded its Collateralized Loan Obligation (CLO) Trustee and Loan Administration team with the addition of three industry veterans, Henry Brigham, Willis Hwang, and David Knecht. This move is part of the bank's strategic initiative to strengthen its CLO market services and customer offerings.


Brigham, appointed as team manager, will lead senior relationship management within the CLO group. His experience includes a previous role as vice president at Wilmington Trust, where he focused on CLO, Borrowing Base, and Loan Administration Services.


Hwang, stepping in as a relationship manager, will support senior relationship management. Prior to this, he served as vice president and senior relationship manager, CLO Trustee at Wilmington Trust.


Knecht, also a team manager, will head CLO business solutions and intelligence. His background includes a position as senior vice president in the CLO Transaction Servicing Team at Wilmington Trust.


The new hires will report to Vincent Pham, head of CLO Administration, and join a team led by Senior Vice Presidents Alex Cormas and Vincent Pham. The expansion aims to meet the increasing demands of the market and enhance the bank's capabilities in the CLO sector.


Mark Flannagan, executive director of Specialty Trust and Agency Solutions at UMB, noted the growing demand from investment managers for additional support in the area and highlighted the extensive experience the new team members bring to the table.


UMB's CLO business, within the Corporate Trust and Agency Services group, offers trustee and collateral administration services for investment managers holding loan portfolios in CLOs and other structures. These include business development companies, borrowing base facilities, private funds, and registered funds.


The information for this article is based on a press release statement.


In other recent news, regional banks have seen a surge in merger and acquisition activity, with notable deals including SouthState's purchase of Independent Bank Group (NASDAQ:IBTX) and UMB Financial's acquisition of Heartland Financial. These mergers, driven by factors such as high interest rates and fierce competition, are part of a strategy to strengthen balance sheets and expand deposit bases. Analysts from firms like Gabelli Funds and Morningstar have noted the need for consolidation among regional banks and predict more acquisitions in the near future.


UMB Financial has made significant strides in its merger with Heartland Financial, with shareholders approving the issuance of additional shares and amendments to UMB's articles of incorporation. The merger is expected to enhance UMB's market presence and financial strength, and is seen as a strategic move for long-term growth. The company has also reported strong earnings and revenue results for the second quarter of 2024.


Piper Sandler has adjusted its financial outlook for UMB Financial, raising the price target to $120 and maintaining an Overweight rating. The firm highlighted UMB's solid performance and anticipates further outperformance, driven by potential net interest margin improvements and superior operating leverage. The ongoing acquisition of Heartland Financial is expected to contribute to consistently above-average profitability for UMB Financial.


Finally, UMB Financial has reported strong growth for the second quarter of 2024, with GAAP earnings of $101.3 million or $2.07 per share. The company has seen an increase in net interest income and sustained growth in loans and deposits. The pending acquisition of Heartland Financial is expected to further accelerate UMB Financial's growth strategy.


InvestingPro Insights


As UMB Financial Corporation (NASDAQ:UMBF) bolsters its CLO Trustee and Loan Administration team, the company's financial health and market performance provide a backdrop to its strategic initiatives. According to real-time data from InvestingPro, UMBF has a market capitalization of $5.09 billion, underscoring its substantial presence in the financial sector. The company's P/E ratio stands at 13.29, indicating how much investors are willing to pay for a dollar of earnings, which is a key metric for assessing relative value. Additionally, UMBF has demonstrated a solid revenue growth of 6.06% over the last twelve months as of Q2 2024.


InvestingPro Tips reveal that UMBF has raised its dividend for 31 consecutive years, showcasing a commitment to returning value to shareholders. This is further supported by the fact that UMBF has maintained dividend payments for an impressive 54 consecutive years. Such consistent dividend growth, with a recent uptick of 2.63%, may appeal to income-focused investors.


With five analysts having revised their earnings upwards for the upcoming period, the company appears to be on a positive trajectory that could interest potential investors. This optimism is reflected in the company's strong return over the last year, with a price total return of 69.24% as investors have recognized UMBF's financial performance and strategic growth efforts.


For those seeking a deeper analysis, InvestingPro includes additional tips on UMB Financial Corporation's performance and prospects. To explore these insights further, interested parties can visit InvestingPro's dedicated UMBF page, which features a comprehensive list of tips and metrics tailored to informed investment decisions.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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