The Institutions Winning Through M&A Are Moving Now

REPORT    |    SPEAKERS

Many financial institution leaders are realizing that today’s wave of M&A is about far more than consolidation.

As margins tighten, competition intensifies, and technology demands continue to rise, strategic deals have become a powerful accelerant for institutions looking to modernize faster, expand capabilities, and position themselves as future market leaders.

Join SRM’s financial services M&A experts on Thursday, June 25 at 2:00PM ET for a discussion grounded in SRM’s latest industry report, Mergers and Acquisitions: Meeting a Transformational Moment.

We’ll explore why M&A activity is accelerating, what today’s transformational deals reveal about where the industry is headed, and the operational and technology decisions that often determine whether institutions can create long-term value, or fall behind competitors moving faster.
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Image-Report Cover+Shadow_M&A Report v1 05.28.2026

SRM’s newly released Perspectives Report, Mergers and Acquisitions: A Transformational Moment, examines why mergers and acquisitions are accelerating across financial services, and how institutions are using M&A as a strategy to achieve scale, accelerate modernization, and strengthen long-term competitiveness.

In this webinar, we take a closer look at the report’s key insights, including:

  • Why M&A activity is accelerating across financial services
  • How institutions are using M&A to accelerate modernization and growth
  • What capability-driven deals signal about the future of banking
  • The biggest integration and execution risks institutions face
  • The strategic questions boards and executive teams should be asking now
Speakers

Drawing on decades of experience advising financial institutions, SRM experts and contributing authors Peter Duffy and Keith Ash break down the key insights from Mergers and Acquisitions: A Transformational Moment and discuss what banks and credit unions must consider today to remain competitive in the years ahead.

Speaker Bar_Pete Duffy v1 05.31.2026

Peter Duffy is Managing Director, Merger & Acquisition Strategy at SRM. Duffy has over 30 years of
experience working with financial institutions on the development and execution of their merger and
acquisition strategies. Duffy was a Managing Director at Piper Sandler, held sales and management
roles at the Procter and Gamble Company and senior leadership roles at First Empire Securities KBW.

Speaker Bar_Keith Ash v1 05.31.2026

Keith Ash is a Managing Director at SRM and has more than 30 years of experience in the financial services industry working for many of the largest payment companies in the world including Mastercard, Fiserv, and Household Bank. Ash has extensive experience with enterprise payment strategies, vendor engagement, contractual negotiations, new product launch, digital payment strategies, core, and back-office operations.

Understanding immediate considerations to remain competitive in the years ahead.
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