Performance Trust Varied

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
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100+ M&A advisory
transactions since 2013


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

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


Tombstones

Investment Banking Tombstone

$35 Million Subordinated
Debt Offering for
Olympic Bancorp, Inc.

July 10, 2020

Sole Placement Agent
Investment Banking Tombstone

$7.5 Million Subordinated
Debt Offering for
Holcomb Bancorp, Inc.

July 10, 2020

Sole Placement Agent
Investment Banking Tombstone

Traders & Farmers Bancshares, Inc.
has been acquired by
BankFirst Capital Corporation

July 1, 2020

Financial Advisor
Investment Banking Tombstone

$20 Million Subordinated
Debt Offering for Heritage
Southeast Bancorporation, Inc.

June 30, 2020

Sole Placement Agent
See More

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

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

Find the Right Program for You

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Earning Your
Independence™
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Principles of
Performance™
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The Advanced
Course®
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Custom
Programs

The research and other information provided herein has been prepared for informational purposes only and is not an offer or solicitation to purchase or sell securities. Performance Trust Capital Partners ("Performance Trust") may make a market, or have a position in the securities discussed herein and may purchase or sell the same on a principal basis or as an agent. Investing involves risks, including the potential for principal loss. There is no guarantee that the strategies and services will be successful or outperform other strategies and services. Investing in bonds includes assumption of risks, including rising interest rates to decrease the value of bonds. Certain assumptions may have been made in connection with the analysis presented herein, and changes to the assumptions may have a material impact on the analysis or results. Past performance is no guarantee of future results. The investments discussed herein may be unsuitable for investors depending on their specific investment objectives and financial position. Investors should independently evaluate each investment discussed in the context of their own objectives, risk profile and circumstances. With respect to the information contained herein that has been obtained from public sources, while Performance Trust believes this information to be reliable, Performance Trust does not guarantee its accuracy, adequacy or completeness and is not responsible for any errors or omissions or for the results obtained from the use of such information. Performance Trust is not a chartered bank or trust company, or depository institution. It is not authorized to accept deposits or trust accounts and is not licensed or regulated by any state or federal banking authority.

The testimonials herein may not be representative of the experience of other clients. The testimonials are no guarantee of future performance or success. These are not paid testimonials. We maintain all of our endorsers may have limited applicability of experience to what clients may generally expect to achieve. Performance results described by any endorser are non-audited and should not be considered representative of what clients will generally achieve with the advertised product/service in actual, albeit variable, conditions of use.

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