Efficiency and Market Power Gains in Bank Megamergers: Evidence from Value Line Forecasts
Document Type
Article
Publication Date
12-1-2016
Abstract
This paper examines whether gains in bank megamergers occur due to efficiency improvements or the exercise of market power using financial statement line item forecasts from Value Line to infer the effect of the merger on prices and quantities. The average megamerger is associated with cost-efficiency improvements. In the cross-section, efficiency gains are limited to market expansion mergers while market overlap mergers and Too-Big-To-Fail (TBTF) mergers exhibit monopoly gains. Efficiency gains dissipate when the resulting megabank size exceeds $150 billion in assets or 1.5% of gross domestic product indicating that banks thought to be TBTF are likely to be “Too-Big-To-Be-Efficient.”.
Publication Source (Journal or Book title)
Financial Management
First Page
1011
Last Page
1039
Recommended Citation
Devos, E., Krishnamurthy, S., & Narayanan, R. (2016). Efficiency and Market Power Gains in Bank Megamergers: Evidence from Value Line Forecasts. Financial Management, 45 (4), 1011-1039. https://doi.org/10.1111/fima.12134