Amerant Bancorp Inc. filed a Current Report on Form 8-K with the Securities and Exchange Commission on November 13, 2026, to disclose an investor presentation. The filing indicates that the presentation, attached as Exhibit 99.1, will be used during meetings with existing and prospective investors and analysts on or after November 16, 2026.
The document provides an overview of the company’s financial and operational status as of September 30, 2026. Amerant reported total assets of $10.2 billion and deposits of $8.3 billion, with $3.45 billion in assets under management or custody. The company noted that it has completed the exit of non-core markets in New York and Texas, focusing its strategy on organic growth in Florida.
The presentation outlines four strategic initiatives aimed at enhancing franchise value and delivering sustainable returns. These include transforming credit quality through workflow enhancements and automating the credit approval process, maintaining disciplined expense management to improve operational efficiency, prioritizing client profitability by segmenting the portfolio based on return on investment, and accelerating domestic loan growth while sustaining international franchise momentum.
Management has updated its use of non-GAAP financial measures, discontinuing the presentation of metrics such as Core PPNR, core noninterest income, and core efficiency ratio, as these are no longer considered primary internal metrics. The filing also details the company's leadership team, including Carlos Iafigliola, who was appointed President, CEO, and Director in May 2026.
