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Home ABA Banking Journal Podcast

Podcast: The 2026 outlook for bank M&A

December 11, 2025
Reading Time: 1 min read
Of deals and deposits: Understanding and managing deposit runoff in bank mergers

The bank consolidation logjam broke in 2025, with several banks, including large regionals, inking major deals amid an accelerated pace for approvals. While that may reflect both pent-up deal flow and a rush to get transactions done in a favorable environment, on the latest episode of the ABA Banking Journal Podcast, Paul Davis notes that the rush is forcing everyone in the market to pay attention and be ready. Davis discusses how these factors, as well as the underlying forces driving consolidation, the capital markets environment and credit conditions will shape the mergers and acquisitions outlook throughout 2026.

  • Click here to download the episode if you can’t see the player above.
  • Read Davis’s 2026 M&A outlook in the ABA Banking Journal.

In this episode

Paul Davis
Contributing Editor
ABA Banking Journal

Tags: ABA Banking Journal PodcastBank consolidationMergers and acquisitionsRegulatory burden
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