FirstBank ($4.1B) acquired and converted; organic national expansion
William Demchak
CEO · Executive on file
Relationship
Not mapped
Likely agenda
Enterprise-wide priorities
Account health
44 Build · about $50M of planned deals (est.); Diamond account; 2 plans not yet started
Their priorities
Bill Demchak's national expansion, with branch builds in Texas, Colorado, Florida and the Southeast, and FirstBank adding Colorado and Arizona. unverified
Treasury management and C&IB growth in newer markets (the BBVA USA franchise acquired in 2021). unverified
Technology modernization done in-house ("own your tech stack"). unverified
Wiedman as President signals a growth and asset management mindset. Position growth enablement in wealth and treasury in new markets.
Post-conversion synergy capture for FirstBank, plus repeatable M&A integration playbooks if more deals follow.
Plays to raise
Integration synergy and the next-acquisition integration factoryM&A & integrationIdentified
Why now: Post-conversion synergy capture for FirstBank, plus repeatable M&A integration playbooks if more deals follow.
Ask: A 3-week integration readiness and synergy assurance review: test the synergy case line by line, flag conversion risks, and stand up a weekly synergy tracker the CFO can use with investors.
Treasury management platform and client onboarding modernizationPaymentsIdentified
Why now: Treasury management and C&IB growth in newer markets (the BBVA USA franchise acquired in 2021).
Ask: A 5-week payments platform blueprint: current-state cost and resilience baseline, target architecture, migration waves and a business case the CFO can take to the board.
44 Build · about $50M of planned deals (est.); Diamond account; 2 plans not yet started
Their priorities
Treasury management and C&IB growth in newer markets (the BBVA USA franchise acquired in 2021). unverified
About $325M of FirstBank integration costs absorbed in 2026 (10-Q). Steady positive operating leverage, with the efficiency ratio around 60%. unverified
Category III bank, which benefits from tailored Basel III re-proposals. Deposit insurance and liquidity rules continue after 2023. unverified
Acquisition of FirstBank (Colorado, about $4.1B, announced in 2025 and closed early 2026). Customer conversion is complete (Nasdaq). Integration of earlier BBVA USA is done. unverified
Selective SI use with an in-house bias. Big Four firms on risk and regulatory work. unverified
Post-conversion synergy capture for FirstBank, plus repeatable M&A integration playbooks if more deals follow.
Wiedman as President signals a growth and asset management mindset. Position growth enablement in wealth and treasury in new markets.
Plays to raise
Integration synergy and the next-acquisition integration factoryM&A & integrationIdentified
Why now: Post-conversion synergy capture for FirstBank, plus repeatable M&A integration playbooks if more deals follow.
Ask: A 3-week integration readiness and synergy assurance review: test the synergy case line by line, flag conversion risks, and stand up a weekly synergy tracker the CFO can use with investors.
CRE, rate sensitivity, cyber and integration execution.
COO
Name not on file · Plan buyer
Relationship
Not mapped
Likely agenda
Cost & operations, AI & agents, Workforce transformation
Account health
44 Build · about $50M of planned deals (est.); Diamond account; 2 plans not yet started
Their priorities
About $325M of FirstBank integration costs absorbed in 2026 (10-Q). Steady positive operating leverage, with the efficiency ratio around 60%. unverified
Strong in-house engineering culture and a proprietary core. Cloud adoption is progressing. Gen AI for operations and engineering. unverified
Wiedman as President signals a growth and asset management mindset. Position growth enablement in wealth and treasury in new markets.
Post-conversion synergy capture for FirstBank, plus repeatable M&A integration playbooks if more deals follow.
Plays to raise
Integration synergy and the next-acquisition integration factoryM&A & integrationIdentifiednamed buyer
Why now: Post-conversion synergy capture for FirstBank, plus repeatable M&A integration playbooks if more deals follow.
Ask: A 3-week integration readiness and synergy assurance review: test the synergy case line by line, flag conversion risks, and stand up a weekly synergy tracker the CFO can use with investors.
Treasury management platform and client onboarding modernizationPaymentsIdentifiednamed buyer
Why now: Treasury management and C&IB growth in newer markets (the BBVA USA franchise acquired in 2021).
Ask: A 5-week payments platform blueprint: current-state cost and resilience baseline, target architecture, migration waves and a business case the CFO can take to the board.
44 Build · about $50M of planned deals (est.); Diamond account; 2 plans not yet started
Their priorities
Treasury management and C&IB growth in newer markets (the BBVA USA franchise acquired in 2021). unverified
About $325M of FirstBank integration costs absorbed in 2026 (10-Q). Steady positive operating leverage, with the efficiency ratio around 60%. unverified
Category III bank, which benefits from tailored Basel III re-proposals. Deposit insurance and liquidity rules continue after 2023. unverified
Acquisition of FirstBank (Colorado, about $4.1B, announced in 2025 and closed early 2026). Customer conversion is complete (Nasdaq). Integration of earlier BBVA USA is done. unverified
Selective SI use with an in-house bias. Big Four firms on risk and regulatory work. unverified
Post-conversion synergy capture for FirstBank, plus repeatable M&A integration playbooks if more deals follow.
Wiedman as President signals a growth and asset management mindset. Position growth enablement in wealth and treasury in new markets.
Plays to raise
Integration synergy and the next-acquisition integration factoryM&A & integrationIdentifiednamed buyer
Why now: Post-conversion synergy capture for FirstBank, plus repeatable M&A integration playbooks if more deals follow.
Ask: A 3-week integration readiness and synergy assurance review: test the synergy case line by line, flag conversion risks, and stand up a weekly synergy tracker the CFO can use with investors.
Treasury management platform and client onboarding modernizationPaymentsIdentifiednamed buyer
Why now: Treasury management and C&IB growth in newer markets (the BBVA USA franchise acquired in 2021).
Ask: A 5-week payments platform blueprint: current-state cost and resilience baseline, target architecture, migration waves and a business case the CFO can take to the board.
CRE, rate sensitivity, cyber and integration execution.
Integration Management Office lead
Name not on file · Plan buyer
Relationship
Not mapped
Likely agenda
M&A & integration, Cost & operations
Account health
44 Build · about $50M of planned deals (est.); Diamond account; 2 plans not yet started
Their priorities
Treasury management and C&IB growth in newer markets (the BBVA USA franchise acquired in 2021). unverified
About $325M of FirstBank integration costs absorbed in 2026 (10-Q). Steady positive operating leverage, with the efficiency ratio around 60%. unverified
Acquisition of FirstBank (Colorado, about $4.1B, announced in 2025 and closed early 2026). Customer conversion is complete (Nasdaq). Integration of earlier BBVA USA is done. unverified
CRE, rate sensitivity, cyber and integration execution. unverified
Post-conversion synergy capture for FirstBank, plus repeatable M&A integration playbooks if more deals follow.
Wiedman as President signals a growth and asset management mindset. Position growth enablement in wealth and treasury in new markets.
Plays to raise
Integration synergy and the next-acquisition integration factoryM&A & integrationIdentifiednamed buyer
Why now: Post-conversion synergy capture for FirstBank, plus repeatable M&A integration playbooks if more deals follow.
Ask: A 3-week integration readiness and synergy assurance review: test the synergy case line by line, flag conversion risks, and stand up a weekly synergy tracker the CFO can use with investors.
Wiedman as President signals a growth and asset management mindset. Position growth enablement in wealth and treasury in new markets.
Post-conversion synergy capture for FirstBank, plus repeatable M&A integration playbooks if more deals follow.
Plays to raise
Integration synergy and the next-acquisition integration factoryM&A & integrationIdentifiednamed buyer
Why now: Post-conversion synergy capture for FirstBank, plus repeatable M&A integration playbooks if more deals follow.
Ask: A 3-week integration readiness and synergy assurance review: test the synergy case line by line, flag conversion risks, and stand up a weekly synergy tracker the CFO can use with investors.
Treasury management platform and client onboarding modernizationPaymentsIdentifiednamed buyer
Why now: Treasury management and C&IB growth in newer markets (the BBVA USA franchise acquired in 2021).
Ask: A 5-week payments platform blueprint: current-state cost and resilience baseline, target architecture, migration waves and a business case the CFO can take to the board.
Wiedman as President signals a growth and asset management mindset. Position growth enablement in wealth and treasury in new markets.
Post-conversion synergy capture for FirstBank, plus repeatable M&A integration playbooks if more deals follow.
Plays to raise
Treasury management platform and client onboarding modernizationPaymentsIdentifiednamed buyer
Why now: Treasury management and C&IB growth in newer markets (the BBVA USA franchise acquired in 2021).
Ask: A 5-week payments platform blueprint: current-state cost and resilience baseline, target architecture, migration waves and a business case the CFO can take to the board.
Sourcing. Built from the account brief, outreach plans, tracked intel and the relationship file. Items without a source link come from model knowledge and are unverified, and deal ranges are estimates. Confirm names and roles before the meeting.