COVID-19 ALERT: Given the growing concerns and restrictions around COVID-19, we are encouraging employees to work from home to combat the spread. We are fully operational and do not anticipate this to affect client experience.

INVESTMENT
BANKING

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 370 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 Conversations
  • Strategic Advisory
  • Private Placements
a skyscraper in a city

a close up of a logo

100+ M&A advisory
transactions since 2013


#1 Placement Agent
for community bank
sub-debt in 2019 (banks < $2BN)

performance trust logo

1st To raise non-cumulative
perpetual preferred for
community bank < 6%


Meet Our Team

Lee Burrows headshot

Lee Burrows

Vice Chairman of Investment Banking

Daryle DiLascia headshot

Daryle DiLascia

Partner & Head of Investment Banking

Michael Barry headshot

Michael Barry

Head of Northeast Region Investment Banking

Dan Bass headshot

Dan Bass

Head of Southwest Region Investment Banking

Gary McNorrill headshot

Gary McNorrill

Head of Southeast Region Investment Banking

Jeffery Adams headshot

Jeffery Adams

Managing Director, Investment Banking

William Brackett headshot

William Brackett

Managing Director, Investment Banking

Andy Hitt headshot

Andy Hitt

Managing Director, Investment Banking

Gary Penrose headshot

Gary Penrose

Managing Director, Investment Banking

Mark Saunders headshot

Mark Saunders

Managing Director, Investment Banking

Matt Shields headshot

Matt Shields

Managing Director, Capital Raising

Gary Svec headshot

Gary Svec

Managing Director, Investment Banking

Matt Kennedy headshot

Matt Kennedy

Director, Investment Banking

Kate Lynch headshot

Kate Lynch

Director, Investment Banking

Paul Stephens headshot

Paul Stephens

Director, Investment Banking

Andrew Yang headshot

Andrew Yang

Director, Investment Banking

Lorenzo Zefferino headshot

Lorenzo Zefferino

Director, Investment Banking

Ashish Patel headshot

Ashish Patel

Vice President, Investment Banking

Drew Taylor headshot

Drew Taylor

Vice President, Investment Banking