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Investment Banking Group

Investment Banking Services for Financial Institutions

Our team of investment banking professionals focus on partnering with community banks across the United States and is composed of investment banking professionals with over 150 years of financial services experience. We have completed over 170 bank deals representing over $40 billion in assets; 12 investment advisory deals with over $10 billion in AUM; and 11 insurance agency deals with over $60 million in revenue.

We believe our intensive focus on the issues, trends, and participants affecting the community bank industry are instrumental in helping our clients determine the best possible strategy to address their specific needs.

Our investment banking professionals have acquired experience both at large investment banks and at boutiques focused specifically on community banks. We are committed to providing expert advice and superior execution to address any of your investment banking needs.

Our Investment Banking Services Include:

  • Sell-side and buy-side mergers, acquisitions, and divestitures (whole bank, branch, and FDIC transactions)
  • Capital introduction, placement, and structuring services (through our affiliated broker-dealer)
  • Privately-held stock valuations and fairness opinions
  • Line of business acquisitions
  • Strategic partnerships and joint ventures
  • We also provide a range of other advisory services relating to, among other things, Mergers & Acquisition transactions, strategic options, capital alternatives, and strategic planning and decision making.

Have any questions? Fill out the Contact Us form on the left to learn more about our investment banking services.