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Investment Banking Group

Investment Banking Services for Financial Institutions

As you consider the right path for your bank’s growth or legacy, Performance Trust offers a differentiated approach to advisory and capital solutions which fully integrates its Finance of Banking platform. As a trusted partner, we guide you to earn your independence and control your bank's destiny through enhanced financial performance which drives shareholder value and expands strategic alternatives.

Clients confidently determine the best strategy to achieve their financial objectives by utilizing our unique analytical insights and intensive focus on the issues impacting regional and community banks.

Our team of investment banking professionals delivers more than 150 years of experience at both large investment banks and specialist firms, completing over 180 transactions with $40B in asset size. 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 Investment Banking Services Include:

  • Mergers & Acquisitions
  • Debt Capital Markets
  • Equity Private Placements
  • Fairness Opinions
  • Underwritings
  • Valuations

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

Meet Our Team