Insights / Market Intelligence

Market Intelligence

News and analysis on California community and regional banking — M&A, rates and margins, credit, and the moves that put good bankers in play.

This is the top-of-funnel track: what's actually happening in the California market and how I read it from the search seat. When a deal closes or a rate cycle turns, it moves people, and the people part is what I watch. If you want the market read without the press-release spin, start here.

July 13, 2026

When California community banks merge, the lenders go into play

Six deals have reshaped California banking this year. Here's the scoreboard, and how I read it — whether you're doing the hiring or weighing your own next move.

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More lands here as Jon writes it — roughly two pieces a month.