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 Conversions
- Strategic Advisory
- Private Placements
100+ M&A advisory
transactions since 2013
#1 Placement Agent
for community bank
sub-debt (banks < $3BN)
Source: S&P Global Market Intelligence (a/o Sept. 2020)
1st To raise non-cumulative
perpetual preferred for
community bank < 6%
Source: S&P Global Market Intelligence
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
