UMB Bank

With so much local construction activity in Phoenix, finding the right bank to work with can be challenging for construction companies. Read the article below from UMB's Kyle McMillian who takes you through three questions that can help outline the structure and support to consider when reviewing banking relationships.

"The banks that have remained relevant in M&A transactions are those that have partnered with excellent capital providers, across both private equity and strategics," said David Andersen, market president for the UMB Commercial Banking division in Utah. Learn more about what experts predict for merger activity in 2025.

Private credit is the area to watch right now, particularly in the registered fund space. In line with this trend, UMB has invested in new offerings, subsequently receiving an Innovation Award from Global Custodian for its efforts and ambitions. Jill Calton, CPA Calton, director of alternative investments, discusses the launch of its new CLO Trustee and Loan Administration group, along with other technology investments, the milestones achieved this year and what the future holds. Read our disclosures here: https://lnkd.in/gtvV5Zcx

When managers of private funds decide to launch a strategy as a registered mutual fund – such as an interval fund, tender fund, or a daily NAV fund — the topic of custody can sometimes lead to confusion. Private fund managers are typically aware of some custody services, often bundled together with prime brokers’ services. However, custody for registered funds, typically provided by a bank custodian, is quite different in both the nature of services and fees. On the blog, learn more about private versus publicly offered fund vehicles. Read our disclosures here: https://lnkd.in/gtvV5Zcx

We are excited to share that UMB has been ranked as a fastest-growing commercial lender by four business journals across several states. The Kansas City Business Journal, Denver Business Journal, Phoenix Business Journal, and St. Louis Business Journal have all placed UMB on their lists for the banks with the fastest-growing commercial and industrial loan portfolios. Kansas City: https://lnkd.in/gnkg3MP9 Denver: https://lnkd.in/g_MkiZu5 Phoenix: https://lnkd.in/gsjg745j St. Louis: https://lnkd.in/gEwv5UyA

We asked a few of our Talent Aquisition Consultants what they love about UMB. Their perspectives shed light on the unique culture, opportunities, and support that define #LifeatUMB. What do you love about UMB?

UMB is heading to SFVegas next week, February 23-26. Don't miss the chance to connect with our team at booth #123. We’re looking forward to insightful conversations and exploring new opportunities with you. We hope to see you there! Read our disclosures here: https://bit.ly/3yl71pk

Last week was a whirlwind of excitement and activity for UMB and our new regions with the official close of our deal to purchase Heartland Financial (HTLF). UMB Financial Corporation CEO and chairman, Mariner Kemper, was interviewed across the U.S. and featured in publications including Milwaukee Business Journal, St. Louis Business Journal, Kansas City Business Journal, Albuquerque Business First, Amarillo Globe-News, Lubbock Avalanche-Journal, Wichita Business Journal and the Denver Business Journal. One of the primary tenets of our 111-year-old organization is to support and give back to the communities in which we live and work. As we grow our local presence and investment in our expanded markets, our business momentum will continue to benefit these individual communities.

UMB Charitable Foundation is proud to have supported communities in our markets with multiple year-end donations. The recipient organizations were chosen based on their specific needs, potential for future partnerships, and alignment with UMB's philanthropic pillars: the arts, agriculture, financial education, and self-sufficiency. In the Dallas/Fort Worth region, the organizations we supported were: FORT WORTH AREA HABITAT FOR HUMANITY, INC. Union Gospel Mission of Tarrant County Tarrant County Homeless Coalition We are thankful for all you do for our communities! #UMBHeart

Dan Kieffer, director of asset allocation at UMB Private Wealth Management, shares the basics of asset allocation, risk and return, and why “boring” investing is smart investing. Watch the video below. Read our disclosures here: https://bit.ly/3yl71pk