podcasts Market Intelligence /marketintelligence/en/news-insights/podcasts/street-talk-episode-112 content esgSubNav
In This List
Podcast

Street Talk | Episode 112: Banks face Bob Ross effect, tougher exams but 'huge' M&A on horizon

Video

FTF News interview with Brittany Garland: Best Outsourcing Provider 2024

Blog

Banking Essentials Newsletter: September 18th Edition

Blog

Enhance Operational Efficiency with 5.0: Addressing the Challenges of Third-Party Risk Management

Blog

Navigating the New Canadian Derivatives Landscape: Key Changes and Compliance Steps for 2025

Listen: Street Talk | Episode 112: Banks face Bob Ross effect, tougher exams but 'huge' M&A on horizon

While many banks are being unfairly painted with a broad brush, institutions will face tougher regulatory examinations and pressure on probability and that should ultimately lead to a strong rebound in bank M&A activity.

Those views were delivered by members of the investment and advisory community during two panel discussions focused on bank liquidity that S&P Global Market Intelligence hosted on May 18. The panels featured Ben Azoff, partner at Luse Gorman; Isaac Boltansky, director of policy research at BTIG; Bill Burgess, co-head of financial services investment banking at Piper Sandler; Greg Hertrich, head of U.S. depository strategies at Nomura; Jonah Marcus, partner and portfolio manager at Endeavour Capital; and Chris McGratty, head of US bank research at KBW. In the episode, we discuss the highlights of the panels with fellow moderator, Joe Mantone, the head of S&P Global Market Intelligence’s US FIG News team and the host of The Pipeline: M&A and IPO Insights. The panelists offered their view of bank valuations, whether institutions should consider repositioning bond portfolios, takeaways from recent regulatory examinations and the outlook for M&A activity.

Subscribe to Street Talk
Click Here

Banks face 'Bob Ross effect,' tougher exams but 'huge' M&A on horizon

Read more

No content (including ratings, credit-related analyses and data, valuations, model, software or other application or output therefrom) or any part thereof (Content) may be modified, reverse engineered, reproduced or distributed in any form by any means, or stored in a database or retrieval system, without the prior written permission of Standard & Poor's Financial Services LLC or its affiliates (collectively, S&P).