Financial Services Industry Mergers & Acquisitions:
Consolidation of the Retail Banking, Insurance, Brokerage, & Investment Management Businesses

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Date Published: January 29, 2019
Summary PowerPoint Deck: 81 Slides

Reference PowerPoint Deck: 761 Slides

The purpose of this research is to provide readers with a comprehensive understanding of the rapid consolidation taking place in the retail banking, insurance, brokerage, & investment management markets. Glass Steagall fell in 1999 and the financial services industry picked up its mergers & acquisitions trend. Subsequently, capital adequacy, TARP repayments, & low interest rates forced divestitures. Retail banks have acquired other banks, brokerage firms, & investment management firms. Insurance companies have acquired other insurance companies, independent broker/dealers, & investment management firms. Full-service brokerage firms have acquired other full-service brokerage firms and investment management firms. And investment management firms have acquired one another. 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 is part of Tiburon's strategic issues series.

This research addresses the historical phases of financial services industry mergers & acquisitions, including:
  • Regulation Phase
  • Acquisitions Phase
  • Glass Steagall Repeal Phase
  • Industry Restructuring Phase
This research defines distinct financial services industry acquisitions, including:
  • Retail Bank Acquisitions
  • Insurance Company Acquisitions
  • Brokerage Firm Acquisitions
  • Investment Management Firm Acquisitions
  • Other Market Segment Acquisitions
And this research makes several future predictions for financial services industry mergers & acquisitions, including:
  • Increase in Mergers & Acquisitions Activity
  • Dominance of the Retail Bank, Insurance Company, & Foreign Financial Institution Acquirer Models
    • Retail Bank Model Acquirers
    • Insurance Company Model Acquirers
    • Foreign Financial Institutions Model Acquirers
  • Mixed Movements in Transaction Values, with Fee-Based Brokerage Firms & Index-Based Investment Management Firms Earning the Highest Prices
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