Recently Released!!!
Date Published: February 2012
Comprehensive PPT Deck: 427 Slides
Summary PPT Deck: 79 Slides

The purpose of this research is to provide readers with an initial understanding of the rapid consolidation taking place in the banking, brokerage, insurance, & asset management market segments. Over recent decades, Glass Steagall has fallen and the financial services industry has picked up its mergers & acquisitions trend. Banks have acquired other banks, brokerage firms, & asset managers. Insurance companies have acquired other insurance companies, independent broker/dealers, & asset managers. Full-service brokerage firms have acquired other full-service brokerage firms and asset managers. And asset managers have acquired one another. With all this activity, what is left? Lots! This research profiles the thousands of transactions that have taken place and lays the groundwork for expected consolidation (and divestitures) over the coming decade.

This research addresses the three historical phases of Financial Services Industry Mergers & Acquisitions, including: 

• Regulation Phase
• Acquisitions Phase
• Glass Steagall Repeal Phase

This research defines six distinct markets segments including:

• Retail Bank Acquirers
• Full-Service Brokerage Firm Acquirers
• Insurance Companies Acquirers
• Asset Manager Acquirers
• Foreign Financial Institution Acquirers
• Other Market Segment Acquirers

And this research makes the following future predictions for Financial Services Industry Mergers & Acquisitions, including: 

• Increase in Mergers & Acquisitions Activity
• Increase in Both Consolidation & Diversification Activity
• The Emergence of the Retail Banks, Insurance Companies, & Foreign Financial Institutions Acquirer Models
• Potential Blockbuster Deals
• Deciding Factors in Acquisitions

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