The Long Game of Bank M&A: Janney and D.A. Davidson on Diligence, Culture, and What Comes Next

Описание: Bank M&A isn’t about speed anymore. It’s about preparation.

In this episode of the Travillian Next podcast, investment bankers from Janney Montgomery Scott and D.A. Davidson break down how bank M&A has become a long game shaped by diligence, culture, regulation, and timing.

Travillian’s Brian Love and Andrew Liesch sit down with Dan Flaherty (Janney) and Gene Katz (D.A. Davidson) to discuss how M&A conversations now happen years before a deal is signed, why diligence has become confirmatory rather than exploratory, and how cultural fit, succession planning, and regulatory strategy increasingly determine whether deals succeed or fail.

The conversation also explores the role of credit unions as bank buyers, how fintech and private investors fit into today’s M&A landscape, and why boards are thinking beyond short-term stock reactions when evaluating acquisitions. For bank executives, directors, and investors trying to understand where consolidation is headed, this discussion offers a realistic, on-the-ground view of what’s actually driving deals today.

Topics covered include:
• The evolution of bank M&A diligence
• Why culture is now a core deal risk
• Regulatory tone and approval timelines
• Succession planning and talent-driven transactions
• Credit unions, fintech buyers, and market dynamics
• What investment bankers expect for bank M&A in 2026