Title

The Competitive Consequences Of Size In Banking: Evidence From Megabank Mergers

Publication Date

12-2010

Source Full Text URL

https://papers.ssrn.com/sol3/papers.cfm?abstract_id=1619505

Document Type

Article

Comments

Devos, Erik and Krishnamurthy, Srinivasan and Narayanan, Rajesh, The Competitive Consequences of Size in Banking: Evidence from Megabank Mergers (December 15, 2010). Available at SSRN: https://ssrn.com/abstract=1619505 or http://dx.doi.org/10.2139/ssrn.1619505

Abstract

Concerns over size in banking arise from the potential for a megabank to harm competition and extract safety net subsidies. With the worrisome increases in size having been achieved through megamergers, this paper examines whether gains in such mergers trace to efficiency improvements or market power vis-à-vis customers and regulators administering the government safety net. The findings indicate that as statutory restrictions on bank expansion faded over time, size-related efficiency gains receded, and as bank size continued to expand through market overlap mergers, market power gains emerged. When mergers produced extremely large banks that were perceived to be Too-Big-To-Fail, gains arose from the ability to shift risk onto the government safety net. These finding have implications for reform proposals that aim to restrict bank size in the interests of macroeconomic stability.

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