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 500 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
140+ M&A advisory
transactions since 2013
200+ Capital Transactions and $4BN+ Raised Since 2019 (including $600MM+ in CRA Eligible Assets)
#1 Placement Agent for Community Bank Sub-Debt (Banks < $5BN)
Tombstones
Millennium Bank
is acquiring certain assets and
liabilities of
Pulaski Savings Bank
January 17, 2025
Exclusive Financial Advisor
CapTex Bancshares
is being acquired by
Community Bank Holdings of
Texas, Inc.
January 7, 2025
Financial Advisor
Subordinated Notes Offering
$20.0 Million
due December 2034
8.625% Fixed-to-Floating
December 24, 2024
Sole Placement Agent
Subordinated Notes Offering
$4.65 Million
due December 2029
8.50% Fixed-to-Floating
December 6, 2024
Sole Placement Agent
Meet Our Team
Lee Burrows
Vice Chairman of Investment Banking
Jeffrey Adams
Managing Director, Investment Banking
Dan Bass
Managing Director, Investment Banking
William Brackett
Managing Director, Investment Banking
Jim Crotty
Managing Director, Investment Banking
Andy Hitt
Managing Director, Investment Banking
Matt Kennedy
Managing Director, Investment Banking
Andy Mutch
Managing Director, Investment Banking
Dan Pake
Managing Director, Investment Banking
Gary Penrose
Managing Director, Investment Banking
Joe Regan
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
Austin Nicholas
Director, Investment Banking
Chris Sieck
Vice President, Investment Banking
