For resource guides specific to other industries, see
Industry Information Resources
which covers over 400 individual industries.
Banks and Credit Unions
http://www.firstresearch.com
Profiles cover key aspects of an industry's size, scope, and operations, recent news and
developments, industry trends, risks, and opportunities, and include a five-year industry
forecast. Profiles are updated quarterly and include:
American Community Bankers
Economic Outlook
http://www.acbankers.org/ Select "Resources
Catalog"
Monthly publication provides economic updates and industry information, as well as links
to other Web sites offering valuable economic data and reports.
American Bankers Association
Surveys and Statistics
http://www.aba.com/Surveys+and+Statistics/default.htm
Surveys and Statistics section includes a variety of surveys focused on developments and
trends in the banking, consumer finance and financial services industries.
FDIC
FDIC Quarterly
http://www.fdic.gov/bank/analytical/quarterly/index.html
Comprehensive summary of quarterly financial and operating results for the banking industry,
with feature articles covering economic and banking trends on a national and regional
level. All issues are free online.
Commercial Banking
http://www.ibisworld.com
Report provides in-depth analysis and a five-year industry forecast, with special focus
on the underlying structure and the external forces and interrelationships that drive
an industry. Report sections include:
IRS Audit Technique Guides
Commercial Banking
http://www.irs.gov/businesses/small/article/0,,id=108149,00.html
Guide contents include an overview of the industry and its business practices with primary
focus on accounting and tax issues. Available free online.
Bureau of Labor Statistics, U.S. Department of Labor
Career Guide to Industries - Banking
http://www.bls.gov/oco/cg/home.htm
Information provided includes a description of the nature of the work, working conditions,
employment, occupations, training and advancement, earnings and benefits, employment outlook,
and sources for additional information. All information is free online.
Industry Market Research Statistics
http://www.bizminer.com
Industry statistics include market volume, number of firms, annual sales and sales trends,
sales per employee, staffing and employment trends, business startup activity and failure
rates, and other business information and statistics on a national, state, and metro area
level.
More Industry Research and Analysis
For more research and analysis available from Standard & Poor's, IBISWorld, Dun & Bradstreet,
and other sources which cover a wide variety of industries, see
Industry Overview, Issues, Trends, and Outlook.
FDIC
Statistics On Banking
http://www4.fdic.gov/SDI/SOB/
Comprehensive source of income statement and balance sheet data for FDIC-insured commercial
banks and savings institutions. User-defined reports provide financial information by
type of institution, geographic region, asset size, and report date. Reports are updated
quarterly and are accessible free online.
SNL Financial
Banks & Thrifts - Industry Data
http://www1.snl.com/bank/basic/industry_data.asp
Subscription service provides a wide array of sector-specific ratios and benchmarks.
Industry Financial Analysis
http://www.bizminer.com
Five-year comparative financial analysis includes income statements, balance sheets, and
key financial ratios. Income statement includes expense detail in dollars and as a percentage
of sales. Available in all firms, small business, sole proprietor, and business start
up versions.
American Community Bankers
Annual Compensation Survey
http://www.acbankers.org/ Select "Resources
Catalog"
Covers over 150 positions from large national sample. Data by charter and ownership type,
asset size, nine geographic regions, and top 52 metro areas. Includes compensation for
highest paid staff, base salary ranking of top ten positions; extensive data on technology
positions within community banks, and summary of trends and special white papers on compensation
issues.
Independent Community Bankers of America
Community Bank Salary Survey
http://www.survey.icba.org/pls/icbap/srafrontend.homepage
Survey collects data for more than 100 community bank positions, including
key management, directors, and bank staff.
SNL Financial
SNL Executive Compensation Review for Banks and Thrifts
http://www1.snl.com/products/bank/btc.asp
Compares publicly traded banks' and thrifts' historical executive compensation figures
and their institutional performance with that of their peer institutions.
Sheshunoff & Pratt e-Store
Bank Executive and Director Compensation Survey
http://www.sheshunoff.com/index.html
Select "e-Store Home - Banking - Performance Data"
Compensation, bonus, and benefit information is broken out by asset size and geographic
area.
Presidio Pay Advisors
Western Regional Bank Executive Compensation Survey
http://www.presidiopay.com/industry_documents.php?id=7
Survey includes executive base salary, actual annual incentive, present value of stock
option and other forms of long-term incentives, and beneficial ownership for executive
positions in the western regional banking industry. Other compensation reports available
for this industry region include board of directors compensation survey and equity compensation
survey. Survey synopses available free online.
Robert Half
Salary Guide
http://www.roberthalf.com/
Salary ranges for various banking and brokerage positions. Available free online.
Bureau of Labor Statistics, U.S. Department of Labor
Career Guide to Industries - Banking
http://www.bls.gov/oco/cg/home.htm
Information provided includes a description of the nature of the work, working conditions,
employment, occupations, training and advancement, earnings and benefits, employment outlook,
and sources for additional information. All information is free online.
Bureau of Labor Statistics, U.S. Department of Labor
Occupational Employment Statistics
http://www.bls.gov/oes/current/oessrci.htm
Employment and hourly and annual wage estimates by industry and job position on a national
basis. All data is free online.
JobStar.Org Profession-Specific Salary Surveys
Banking
http://jobstar.org/tools/salary/sal-prof.php
Compensation surveys covering industry personnel. All data is free online.
More Compensation and Salary Data
For more compensation and salary survey data available from
ERI Economic Research Institute, Salary.com, and other sources covering a wide variety of industries, see
Compensation and Salary Surveys.
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Valuing Financial Institutions
Z. Christopher Mercer, Mercer Capital
http://mercercapital.com/index.cfm?action=page&id=269
Available in an e-book format; see product page for description of contents.
Bank Watch Newsletter
Mercer Capital
http://www.mercercapital.com/index.cfm?action=page.list&id=160
Periodic newsletter with focuses on financial institution valuation issues and mergers
and acquisitions activity. All issues are free online.
Commercial Bank Valuation
William D. Miller, John Wiley & Sons, 1995
http://www.amazon.com/exec/obidos/ASIN/0471128201/wwwvaluationreso/
See product page for description of contents and user comments.
The Bank Valuation Handbook:
A Market-Based Approach to Valuing a Bank
Hazel J. Johnson, McGraw-Hill, 1996
http://www.amazon.com/exec/obidos/ASIN/1557387958/wwwvaluationreso/
See product page for description of contents and user comments.
Financial Institutions, Valuations, Mergers and Acquisitions
Zabihollah Rezaee, John Wiley & Sons, 2001
http://www.amazon.com/exec/obidos/ASIN/0471394491/wwwvaluationreso/
See product page for description of contents and user comments. Use Amazon.com's "Search
Inside" feature to preview contents.
Sheshunoff & Pratt e-Store
M & A Yearbook
http://www.sheshunoff.com/index.html
Select "e-Store Home - Banking - Performance Data"
Provides detailed information on bank and thrift transactions.
BVMarketData
Pratt's Stats® Private Transaction Database
http://www.bvmarketdata.com/PSAdvSearch.asp
Free "Visitor Search" allows users to search over 12,000 private company sales
transactions by SIC Code, NAICS Code, or business description for comparable sales data. Data can be purchased
as a single report or by subscription.
More Business Sales Transaction Data
For more business sales transaction data available from BIZCOMPS®, Done Deals,
Public Stats™, and other sources for a wide range of industries, see Business
Valuation Multiples and Merger & Acquisition Transaction Data.
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