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. 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

Cornerstone Community Bank
is being acquired by
Plumas Bancorp
January 29, 2025
Exclusive Financial Advisor

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
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

Mark Saunders
Managing Director, Investment Banking

Andy Mutch
Managing Director, Investment Banking

Gary Svec
Managing Director, Investment Banking

Matt Shields
Managing Director, Head of FIG Capital Markets

Joe Regan
Managing Director, Investment Banking

Gary Penrose
Managing Director, Investment Banking

Lorenzo Zefferino
Managing Director, Investment Banking

Dan Pake
Managing Director, Investment Banking

Matt Kennedy
Managing Director, Investment Banking

Johnny Bond
Director, Investment Banking

Allan Jean
Director, Investment Banking

Austin Nicholas
Director, Investment Banking

Ashish Patel
Director, Investment Banking

Andrew Yang
Director, Investment Banking

Chris Sieck
Vice President, Investment Banking