path through high-rises and office buildings

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 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
Investment banking firm

Investment banking firm

140+ M&A advisory
transactions since 2013


Investment banking firm

200+ Capital Transactions and $4BN+ Raised Since 2019 (including $600MM+ in CRA Eligible Assets)

Investment banking firm

#1 Placement Agent for Community Bank Sub-Debt (Banks < $5BN)


Tombstones 

Rize Federal Credit Union

Subordinated Debt Offering
$25.0 Million
due November 2034
8.00% Fixed-to-Floating

November 15, 2024

Sole Placement Agent

BOM Bank

Subordinated Notes Offering
$70.0 Million
due December 2034
8.25% Fixed-to-Floating

November 6, 2024

Sole Placement Agent

Monroe Federal Bancorp, Inc.

Initial Public Offering
$5.3 Million

October 28, 2024

Marketing Agent

FB Bancorp

Initial Public Offering
$198.4 Million

October 25, 2024

Marketing Agent

Meet Our Team

Lee Burrows headshot

Lee Burrows

Vice Chairman of Investment Banking

Jeffrey Adams headshot

Jeffrey Adams

Managing Director, Investment Banking

Dan Bass headshot

Dan Bass

Managing Director, Investment Banking

William Brackett headshot

William Brackett

Managing Director, Investment Banking

Jim Crotty headshot

Jim Crotty

Managing Director, Investment Banking

Andy Hitt headshot

Andy Hitt

Managing Director, Investment Banking

Matt Kennedy headshot

Matt Kennedy

Managing Director, Investment Banking

Andy Mutch headshot

Andy Mutch

Managing Director, Investment Banking

Dan Pake headshot

Dan Pake

Managing Director, Investment Banking

Gary Penrose headshot

Gary Penrose

Managing Director, Investment Banking

Joe Regan headshot

Joe Regan

Managing Director, Investment Banking

Mark Saunders headshot

Mark Saunders

Managing Director, Investment Banking

Matt Shields headshot

Matt Shields

Managing Director, Head of FIG Capital Markets

Gary Svec headshot

Gary Svec

Managing Director, Investment Banking

Lorenzo Zefferino headshot

Lorenzo Zefferino

Managing Director, Investment Banking

Allan Jean headshot

Allan Jean

Director, Investment Banking

Ashish Patel headshot

Ashish Patel

Director, Investment Banking

Andrew Yang headshot

Andrew Yang

Director, Investment Banking

Austin Nicholas headshot

Austin Nicholas

Director, Investment Banking

Chris Sieck headshot

Chris Sieck

Vice President, Investment Banking