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.