Reinventing Investment Banking
Performance Trust is the largest independent full-service investment banking firm focused on depository institutions. We offer holistic advisory services related to the balance sheet, capital raising, mergers and acquisitions, regulatory risk positioning, and strategic planning. As a trusted partner, we help you earn your independence through whatever strategic path you choose, whether that be to grow organically, grow through acquisition, or to position your institution for a strategic exit on strong terms.
Our team of investment banking professionals delivers more than 375 years of experience at both large investment banks and specialist firms, completing over 900 cumulative transactions. We are committed to providing expert advice and superior execution to address any of your investment banking needs with a tailored and attentive approach.
Our Services Include:
- Mergers & Acquisitions
- Debt & Equity Capital Markets
- Fairness Opinions
- Underwritings
- Valuations
- Mutual to Stock Conversions
- Strategic Advisory
- Private Placements

Tombstones
Meet Our Team

Jeffrey Adams
Managing Director, Investment Banking

Lee Burrows
Vice Chairman of Investment Banking

Daryle DiLascia
Partner & Managing Director

Andy Hitt
Managing Director, Investment Banking

Dan Bass
Managing Director, Investment Banking

Matt Kennedy
Managing Director, Investment Banking

William Brackett
Managing Director, Investment Banking

Dan Pake
Managing Director, Investment Banking

Gary Penrose
Managing Director, Investment Banking

Mark Saunders
Managing Director, Investment Banking

Matt Shields
Managing Director, Head of FIG Capital Markets

Gary Svec
Managing Director, Investment Banking

Lorenzo Zefferino
Managing Director, Investment Banking

Allan Jean
Director, Investment Banking

Ashish Patel
Director, Investment Banking

Andrew Yang
Director, Investment Banking

Jack Griffin
Vice President, Investment Banking

Austin Nicholas
Vice President, Investment Banking