Financial institution M&A continues to evolve as market valuations, regulatory considerations, changing deal economics, and new types of acquirers reshape the transaction landscape. At the same time, successfully executing a transaction requires much more than agreeing on a price. Due diligence, deal structure, accounting, tax considerations, regulatory requirements, and integration planning can all have a significant impact on the ultimate economics and success of a transaction.
Join YHB and Mercer Capital for a comprehensive discussion of the current bank M&A environment and the key considerations financial institutions should be thinking about before, during, and after a transaction.
We’ll begin with a look at 2026 market performance and M&A activity, including public bank valuations, deal volume and pricing, consideration trends, non-traditional acquirers, and the regulatory environment. We’ll also examine current valuation issues affecting loans, core deposits, and other important components of transaction economics.
From there, we’ll move beyond the market data and into the practical side of executing a transaction. Our speakers will discuss how institutions can prepare for a potential deal, what buyers and sellers should focus on during due diligence, and common issues that can emerge during the process. We’ll also address the accounting and tax considerations associated with an acquisition and highlight common pitfalls that can affect deal timing, economics, and execution.
Whether your institution is actively considering an acquisition or sale, evaluating longer-term strategic alternatives, or simply wants to better understand the current M&A landscape, this session will provide market intelligence together with practical transaction insights to help management teams and boards prepare for and navigate the M&A process.
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