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 Conversions
- Strategic Advisory
- Private Placements

Tombstones
Meet Our Team

Lee Burrows
Vice Chairman of Investment Banking

Daryle DiLascia
Partner & Head of Investment Banking

Michael Barry
Head of Northeast Region Investment Banking

Dan Bass
Head of Southwest Region Investment Banking

Gary McNorrill
Head of Southeast Region Investment Banking

Jeffery Adams
Managing Director, Investment Banking

William Brackett
Managing Director, Investment Banking

Andy Hitt
Managing Director, Investment Banking

Gary Penrose
Managing Director, Investment Banking

Mark Saunders
Managing Director, Investment Banking

Matt Shields
Managing Director, Capital Raising

Gary Svec
Managing Director, Investment Banking

Matt Kennedy
Director, Investment Banking

Kate Lynch
Director, Investment Banking

Andrew Yang
Director, Investment Banking

Lorenzo Zefferino
Director, Investment Banking

Ashish Patel
Vice President, Investment Banking

Drew Taylor
Vice President, Investment Banking