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 450 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

Subordinated Notes Offering
$20.0 Million
due June 2035
8.00% Fixed-to-Floating
June 13, 2025
Sole Placement Agent

Subordinated Notes Offering
$10.0 Million
due June 2035
8.25% Fixed-to-Floating
June 6, 2025
Sole Placement Agent

Subordinated Notes Offering
$85.0 Million
due June 2035
7.75% Fixed-to-Floating
June 6, 2025
Sole Placement Agent

Follow-on Equity Offering
$10.7 Million
June 6, 2025
Capital Markets Advisor
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