Merger & Acquisition Benchmarks: Finance (Studies)

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finance (studies)

This page supplements the note on benchmarks in the finance sector, highlighting literature on the industry and individual enterprises.

It covers -

overviews
corporate histories - banks
corporate histories - insurance
biographies

It complements the guide on e-capital and detailed notes on private equity and hedge funds.

     overviews

Gary Dymski's The Bank Merger Wave: The Economic Causes & Social Consequences of Financial Consolidation (Armonk: Sharpe 1999), David Mason's From Buildings and Loans to Bail-Outs: A History of the American Savings and Loan Industry, 1831-1995 (Cambridge: Cambridge Uni Press 2004), Ingo Walter's Merger and Acquisitions in Banking and Finance (Oxford: Oxford Uni Press 2004), Bank Mergers and Acquisitions (New York: Kluwer 1998) edited by Yakov Amihud & Geoffrey Miller and Tearing Down The Walls (New York: Simon & Schuster 2003) by Monica Langley.

For centres see London and Paris as International Financial Centres in the Twentieth Century (Oxford: Oxford Uni Press 2005) edited by Youssef Cassis & Éric Bussière,

Epochs include Vincent Carosso's Investment Banking in America: A History (Cambridge: Harvard Uni Press 1970), A History of Corporate Finance (Cambridge: Cambridge Uni Press 1997) by Jonathan Baskin & Paul Miranti, International Banking, 1870-1914 (Oxford: Oxford Uni Press 1991) edited by R. Cameron & V.I. Bovykin.

     corporate histories - banks

For the UK see Margaret Ackrill & Leslie Hannah's Barclays: The Business of Banking, 1690-1996 (Cambridge: Cambridge Uni Press 2001), A.W. Tuke & R.J.H Gillman's Barclays Bank Limited, 1926-1969: Some Recollections (1972). For KB see Jehanne Wake's Kleinwort, Benson: A History of Two Families in Banking (Oxford: Oxford Uni Press 1997).

In the US see Citibank: 1812-1970 (Cambridge: Harvard Uni Press 1985) by Harold Cleveland, Thomas Huertas & Rachel Strauber, Citicorp, The Story of a Bank in Crisis (New York: McGraw-Hill 1993) by RP Miller, American Express: The Unofficial History of the People who Built the Great Financial Empire (New York: Crown 1987) by P.Z. Grossman, The Partnership: The Making of Goldman Sachs
(London: Penguin Press 2008) by Charles Ellis, Kenneth Lipartito & Carol Peters' Investing for Middle America: John Elliot Tappan and the Origins of American Express Financial Advisors (New York: Palgrave 2001) and Vincent Carosso's The Morgans, Private International Bankers, 1854-1913 (Cambridge: Harvard Uni Press 1989)

For Germany see The Deutsche Bank 1870-1995 (London: Weidenfeld & Nicolson 1995) by Lothar Gall, Gerald Feldman, Harold James, Carl-Ludwig Holtfrerich & Hans Büschgen, The Deutsche Bank and the Nazi Economic War Against the Jews: The Expropriation of Jewish-Owned Property (Cambridge: Cambridge Uni Press 2001) by Harold James, The Deutsche Bank and Its Gold Transactions during the Second World War (Munich: Beck Verlag 1999) by Jonathan Steinberg and Banking on Global Markets: Deutsche Bank and the United States, 1870 to the Present (Cambridge: Cambridge Uni Press 2007) by Christopher Kobrak.

For Japan an overview is provided by Japanese Banking: A History, 1859-1959 (Cambridge: Cambridge Uni Press 1995) by Norio Tamaki.

For Société Générale de Banque see Herman Van der Wee & Monique Verbreyt's The Generale Bank, 1822-1997: A Continuing Challenge (Tielt: Lannoo 1997)

     corporate histories - insurance

For Germany see Allianz and the German Insurance Business, 1933-1945 (Cambridge: Cambridge Uni Press 2001) by Gerald Feldman

     biographies

Dan Rottenberg's The Man Who Made Wall Street: Anthony J. Drexel and the Rise of Modern Finance (Philadelphia: Uni of Pennsylvania Press 2001),

For the Rothschilds see Herbert Kaplan's Nathan Mayer Rothschild and the Creation of a Dynasty: The Critical Years, 1806-1816 (Stanford: Stanford Uni Press 2006)

For Mellon and Morgan see David Cannadine's Mellon: An American Life (New York: Knopf 2006), Ron Chernow's The House of Morgan: An American Banking Dynasty and the Rise of Modern Finance (New York: Atlantic 1990) and Jean Strouse's intimate Morgan: American Financier (New York: Random 1999).

Merrill of Merrill Lynch is profiled by Edwin Perkins in Wall Street to Main Street: Charles Merrill and Middle-Class Investors (Cambridge: Cambridge Uni Press 1999)

For Wriston see Phillip Zweig's Wriston: Walter Wriston, Citibank and the Rise and Fall of American Financial Supremacy (New York: Crown 1995),

Weill features in his The Real Deal, My Life in Business and Philanthropy (New York: Warner Business 2006) and Sandy Weil: King of Capital and the Making of Citigroup (New York: Wiley 2002) by Amy Stone & Mike Brewster.

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