Get the latest insight into financial institution transactions with Wipfli’s quarterly M&A updates.
Each quarter, Wipfli’s specialists provide an overview of M&A activity and recent transaction data. Download our latest report today for valuable insight into the financial institutions deal environment.
Read this quarter’s report
Our Q2 2026 update highlights a rebound in deal activity, recent transaction data and regional insights.
Explore more M&A updates
Q1 2026
This report covers Q1 transaction data and the strategic factors shaping financial institution deal activity.
Q3 2025
This update explores sustained deal momentum driven by succession planning, tech scale, regulatory shifts and other factors, as well as recent transaction data.
Q2 2025
This report covers the factors driving increased financial institution M&A activity and the latest transaction data.
Q1 2025
This report includes recent transaction data as well as a look at the cautious optimism and strategic adaption driving community bank decision-making.
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Q4 2024
This report covers a quarterly review of recent M&A activity and what financial institution leadership is saying about cybersecurity, digital transformation and talent.
Our team
Paul D. Ouweneel, CFA, CPA, ABV, CFP
Paul specializes in the valuation of businesses and intangible assets as well as sale and purchase transaction support for companies in a variety of industries.
Kevin Janke, CPA, ABV
Kevin has performed over 2,500 business appraisals and his expertise is sought after by clients from a wide variety of industries. Beyond business valuation, his well-rounded experience in auditing, accounting, tax, and other business areas make Kevin a knowledgeable business and management consultant. He also brings to the table experience as a licensed real estate broker.
