Sound, Value-Added Advice

Our Investment Banking Group provides a comprehensive offering of corporate finance and financial advisory services. We are a recognized leader in capital raising, mergers and acquisitions, and conversion and demutualization transactions for financial institutions of all sizes.

We have earned a reputation as a trusted advisor by forming strong, long-lasting relationships and giving sound advice focused on building long-term value for clients. We work closely with management teams to define and achieve strategic goals. Because of the success of our clients, we’ve experienced some of our own successes:

• Capital Raising - We are the No. 1 manager of public offerings for depository institutions by number of deals since the beginning of 2009, with 90 transactions that raised approximately $43.9 billion for clients.¹
• M&A Advisory - Since 2009, Sandler O’Neill has advised on more announced depository mergers than any other firm, with 97 transactions and over $10 billion in aggregate deal value.
• Mutual Conversions and Demutualizations - We have one of the most experienced teams in the industry, with 96 completed conversions and demutualizations for thrifts and insurance companies since 2005.

Breadth of Service

We serve the entire financial services sector and have dedicated teams of seasoned professionals working with insurance companies, financial technology firms, securities firms, broker-dealers, exchanges, asset managers, finance companies, non-traditional lenders, REITs, business development companies, and other non-depository financial institutions. Our comprehensive knowledge of financial companies, and our unique ability to integrate the most experienced talent and target resources to client needs are competitive advantages that we use to drive results for clients.

¹ Source for public offering and M&A data: SNL Financial, through December 31, 2011