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News & Commentaries

8/17/2017
Bloomberg TV - Sandler O'Neill's Robert Albertson Discusses the U.S. Economy
Robert Albertson, Chief Strategist at Sandler O'Neill, discusses the state of U.S. financial markets.
7/25/2017
Bank Director's 2017 Bank Performance Scorecard
The Bank Performance Scorecard was calculated by Sandler O’Neill + Partners using data from S&P Global Market Intelligence. Mark Fitzgibbon, Principal and Head of Equity Research, is quoted throughout the article.
7/18/2017
CNBC - Sandler O'Neill Analyst Jeff Harte Discusses Bank of America's Earnings Results.
Jeff Harte, Principal at Sandler O'Neill, joins CNBC to discusses Bank of America's earnings results,which beat Street estimates on both the top and bottom line.
7/14/2017
CNBC - Sandler O'Neill Analyst Jeff Harte Shares His View on Recent Comments Made by Jamie Dimon
Jeff Harte, Principal at Sandler O'Neill, discusses JPMorgan CEO Jamie Dimon's criticism against the dysfunction in Washington D.C. and its effect on the U.S. economy.
7/14/2017
CNBC - Sandler O'Neill Analyst Stephen Scouten Explains Why Regional Banks are an Attractive Investment
Stephen Scouten, Managing Director at Sandler O'Neill, discussed the financial sector and if regional banks are a better bet than larger banks.
7/14/2017
SNL Financial: Sub debt prices for community banks hitting lows
SNL Financial highlights the increased activity in the sub debt market and interviews Jacques de Saint Phalle, Principal in Capital Markets at Sandler O'Neill. Since 2014, Sandler O'Neill has worked on more than 80 subordinated debt issuances for depositories, and that total more than doubles the number of deals from any other investment bank in the space, according to SNL Financial data.
7/11/2017
Asset Manager Transaction Review - Smaller Transactions Drive Increased Deal Volume
Transaction activity in the asset management sector increased in the first half of 2017 over the levels in recent years. There were 98 transactions announced globally in the first six months, up 27% from the first half of 2016. With transaction activity essentially equal in each of the first and second quarters, this was the busiest first half of the year since 2008, and the pace signals an active second half of the year.
7/11/2017
Pensions & Investments: Sandler O’Neill - Money manager M&A activity in first half marks busiest since 2008
Aaron Dorr, head of Sandler's Asset Management Investment Banking Group, speaks with P&I about industry trends in the first half of 2017 and what to expect the rest of the year.
6/23/2017
Bloomberg TV - Sandler O'Neill Analyst Jeff Harte Discusses Bank Stress Tests
Jeff Harte, Principal at Sandler O'Neill, joins Bloomberg TV to review the recent bank stress tests.
6/20/2017
Sandler O’Neill Analysts Receive Thomson Reuters Analyst Awards
Two Sandler O'Neill research analysts received Thomson Reuters Analyst Awards, which recognize the industry’s top analysts.
6/14/2017
Bank Director: The Road Behind
Mak Fitzgibbon, Principal and Head of Equity Research at Sandler O'Neill, provides his thoughts on how corporate tax rates could effect banks in the latest issue of Bank Director Magazine.
6/12/2017
CNBC - Sandler O'Neill Analyst Jeff Harte Explains His Call to Buy Financial Stocks as Tech Lags
Jeff Harte, Principal at Sandler O'Neill, appears on CNBC to explain why now is a good time to buy financial stocks as tech stocks begin to pull back.
5/9/2017
Sandler O'Neill Advises Stewardship on Equity Offering and Balance Sheet Strategy
Sandler O’Neill acted as Sole Book-Running Manager to Stewardship Financial Corporation in its underwritten public offering and as its broker in executing the company’s balance sheet repositioning strategy. Please see attached for the case study.
5/9/2017
FED, FOREIGN BUYERS RETREAT
Sandler O'Neill's Investment Strategy Group released its latest Financial Services Strategy report titled, “FED, FOREIGN BUYERS RETREAT."
4/19/2017
CNBC - Sandler O'Neill Analyst Chris Donat Previews American Express Earnings
Chris Donat, Managing Director at Sandler O'Neill, is interviewed on CNBC's Closing Bell to preview American Express first quarter earnings.
4/10/2017
SNL Financial: Sandler atop bank M&A league tables again in Q1'17
Sandler O'Neill & Partners topped SNL Financial's first-quarter financial adviser rankings for bank and thrift M&A, recording the highest number of deals and the largest cumulative value.
4/10/2017
CNBC - Sandler O'Neill Analyst Scott Siefers Shares His View on Wells Fargo
Scott Siefers, Principal at Sandler O'Neill, appears on CNBC to discuss Wells Fargo in the aftermath of executive compensation clawbacks.
4/7/2017
CNBC - Sandler O'Neill Analyst Jeff Harte Discusses Financial Stocks in the Current Market Enviornment
Jeff Harte, Principal at Sandler O'Neill, joins CNBC to weigh in on financial stocks as yields continue to fall.
4/6/2017
CNBC - Sandler O'Neill Analyst Rich Repetto Discusses the Shift Toward Automation in Financial Services
Rich Repetto, Principal at Sandler O'Neill, joins CNBC to share his views on the recent trend toward automation in the financial services industry.
3/27/2017
Sandler O'Neill Assists Investar in Recently Announced Acquisition and Financings
Sandler O’Neill acted as Financial Advisor to Investar Holding Corporation in connection with Investar’s acquisition of Citizens Bancshares, Inc. and as sole book-running manager for its offering of 1.62 million shares of common stock raising $34.5 million, and offering of $18.6 million of 6.00% Fixed-to-Floating Rate Subordinated Notes due 2027. Please see attached for the case study.
3/21/2017
CNBC - Sandler O'Neill Analyst Jeff Harte Shares His View on the Volatility in Bank Stocks
Jeff Harte, Principal at Sandler O'Neill, appears on CNBC to discuss the volatility in bank stocks as the markets suffer a selloff.
3/8/2017
SNL Financial: Sandler getting its piece of big bank deal pie
The number of bank and thrift deals with values of more than $1 billion has grown in recent years, and Sandler O'Neill & Partners LP has taken advantage of the uptick. For more details on Sandler's role, please see an excerpt from a SNL Financial article.
3/6/2017
Connecticut Banking Magazine: Preparing for the Unpredictable
Scott Hildenbrand, head of Sandler's Balance Sheet Analysis & Strategy group, explains how to effectively manage a bank's balance sheet during volatile markets, in an op-ed for Connecticut Banking Magazine.
2/28/2017
CNBC - Sandler O'Neill Analyst Rich Repetto Shares His Thoughts on eBroker Stocks
Rich Repetto, Principal at Sandler O'Neill, appears on CNBC's Closing Bell to weigh in on the online brokerage battle as trading fees are slashed.
2/21/2017
CNBC - Sandler O'Neill Analyst Jeff Harte Discusses Potential Tax Reform's Impact on Banks
Jeff Harte, Principal at Sandler O'Neill, appears on CNBC's Closing Bell to discuss the impact of a potential tax cut on banks.
1/31/2017
OPTIMISM vs. DELIVERABILITY
Sandler O'Neill's Investment Strategy Group released its latest Financial Services Strategy report titled, “OPTIMISM vs. DELIVERABILITY.”
1/30/2017
Bloomberg TV - Sandler O'Neill's Robert Albertson Discusses Trump's Executive Orders
Robert Albertson shares his thoughts on President Trump's executive orders.
1/30/2017
CNBC - Sandler O'Neill Analyst Jeff Harte Weighs in on Financial Regulation
Jeff Harte, Principal at Sandler O'Neill, appears on CNBC to weigh in on President Trump's plans for financial regulation.
1/30/2017
Institutional Investor: After a Busy 2016, Asset Management M&A Looks Set to Slow
Aaron Dorr, Principal at Sandler O'Neill, discusses the environment for asset management M&A and shares his thoughts on what to expect in 2017.
1/26/2017
Asset Manager Transaction Review - 2016 Activity Kept Pace with 2015 Highs
In 2016, there were 149 asset manager transactions announced globally, up from 148 and 135 announced deals in 2015 and 2014, respectively. Assets under management transacted totaled $2.6 trillion, down 7% from 2015 and 3% from 2014.
1/24/2017
Bloomberg TV - Jimmy Dunne Appears on Bloomberg Markets to Discuss M&A Dealmaking Under Trump
Jimmy Dunne, Senior Managing Principal, discusses his optimism about Donald Trump, the president’s cabinet picks, regulation, tax reform and Goldman Sachs with Bloomberg’s Erik Schatzker on “Bloomberg Markets.”
1/9/2017
SNL Financial: Sandler keeps lead in bank M&A financial adviser rankings in 2016
With its advisory roles in four bank M&A deals that are among the biggest announced in 2016, Sandler O'Neill & Partners LP remained the top financial adviser for the second straight year in 2016 by deal value for bank and thrift M&A, according to SNL Financial's league table rankings.
1/5/2017
Total Loss Absorbing Capacity Final Rule
By Thomas W. Killian, Principal - On December 15, the Federal Reserve Board adopted the final Total Loss Absorbing Capacity (TLAC) rule designed to require additional loss absorbing capacity for Global Systemically Important Banks, thereby avoiding the need for a government bailout in the event of insolvency of a bank that is deemed “too big to fail."
12/21/2016
CNBC - Sandler O'Neill Analyst Jeff Harte Shares His Take on Goldman Sachs for Next Year
Jeff Harte, Principal at Sandler O'Neill, calls into CNBC's Power Lunch to share his thoughts on where Goldman Sachs is headed in 2017.
12/14/2016
CNBC - Sandler O'Neill Analyst Jeff Harte Shares His Thoughts on Where to Find Value in the Market
Jeff Harte, Principal at Sandler O'Neill, appears on CNBC's Power Lunch with Anton Schutz of Mendon Capital to discuss where they are finding value in the financial sector following the election.
12/6/2016
Sandler O’Neill Partners with Orchard Platform to Provide Banking Clients with Online Lending Market Data and Analytics
Sandler O'Neill partnered with Orchard Platform, the leading technology and data provider for the online lending space, to make their full suite of products and services available to Sandler's broad group of bank and specialty finance clients.
11/30/2016
SNL Financial: Sandler O'Neill strategist optimistic about future of community banking
Robert Albertson, principal and chief strategist of Sandler O'Neill, recently sat down with SNL at the Sandler O'Neill East Coast Financial Services Conference in Naples, Fla., where he shared his thoughts on the future of community banking in the digital age and under a Donald Trump presidency.
11/11/2016
CNBC - Sandler O'Neill Analyst Jeff Harte Shares His View on the Rally in Financial Stocks
Jeff Harte, Principal at Sandler O'Neill, speaks with CNBC's Closing Bell to share his thoughts on the recent rally in financials following the election.
10/17/2016
CNBC - Sandler O'Neill Analyst Jeff Harte on Bank of America's Earnings Beat
Jeff Harte, Principal at Sandler O'Neill, calls into CNBC's Squawk Box to discuss Bank of America's earnings beat.
10/14/2016
CNBC - Sandler O'Neill Analyst Jeff Harte Discusses Big Banks Third Quarter Results
Jeff Harte, Principal at Sandler O'Neill, joins CNBC's Halftime Report to share his thoughts on big banks earnings.
10/7/2016
SNL Financial: Sandler continues to lead bank M&A league tables
Sandler O'Neill & Partners LP landed seven third-quarter bank and thrift M&A deals with a total value of $2.58 billion, helping the investment bank to top the sector's league tables by deal value and number of transactions as of Sept. 30.
10/6/2016
CNBC - Sandler O'Neill Analyst Jeff Harte Shares His Call of the Day
Jeff Harte, Principal at Sandler O'Neill, calls into CNBC's Halftime Report to share his recent downgrades of financial stocks.
10/4/2016
CNBC - Sandler O'Neill's Robert Albertson Comments on the Overall Health of Financials
Robert Albertson shares his thoughts on the future of Deutsche Bank and the rest of the financial sector, including Wells Fargo, on CNBC's Squawk Box.
9/26/2016
American Banker: Sandler O'Neill Reveals 2016 Small-Bank All-Stars
Casey Orr, Director at Sandler O'Neill, discusses the release of the 2016 Small Bank All-Star list in an exclusive interview with American Banker.
9/12/2016
Think Elongated Cycle
Sandler O'Neill's Investment Strategy Group released its latest Financial Services Strategy report titled, “Think Elongated Cycle.”
9/9/2016
CNBC - Sandler O'Neill Analyst Scott Siefers Discusses Wells Fargo
Scott Siefers, Principal at Sandler O'Neill, shares his take on Wells Fargo following the company's violation and news that the bank has been fined $185 million.
7/26/2016
SNL Financial: Turning bronze into gold, part 3
Jimmy Dunne, Senior Managing Principal of Sandler O'Neill, discusses the firm's market leading position in a three-part series by SNL Financial.
7/15/2016
CNBC - Sandler O'Neill Analyst Jeff Harte Discusses Citi's Earnings
Jeff Harte, Principal at Sandler O'Neill, calls into CNBC's Squawk Box to sift through Citi's quarterly earnings results.
7/11/2016
CNBC - Sandler O'Neill Analyst Jeff Harte Previews Bank Earnings
Jeff Harte, Principal at Sandler O'Neill, appears on CNBC's Squawk Box to discuss his outlook for upcoming bank earnings.
7/6/2016
Liquidity Rules Now the Binding Constraint for Large Banks: Challenges for Large Banks Create Opportunities for Regional and Community Banks
By Thomas W. Killian, Principal - On June 23rd all 33 U.S. bank holding companies with $50 billion or more in assets passed the quantitative component of the Federal Reserve Board’s 2016 Comprehensive Capital and Analysis Review (CCAR) severely adverse case stress test with more than sufficient capital above required minimum levels. On June 29th, 30 of these banks also passed the qualitative component of the CCAR stress test. For these large banks attention has now shifted to liquidity as the binding constraint in planning.
7/5/2016
CNBC - Sandler O'Neill Analyst Jeff Harte Comments on Goldman Sachs' stock performance
Jeff Harte, Principal at Sandler O'Neill, is interviewed on CNBC to discuss Goldman Sachs' performance during the first half of 2016.
6/29/2016
CNBC - Sandler O'Neill Analyst Jeff Harte Reviews the Latest Bank Stress Test Results
Jeff Harte, Principal at Sandler O'Neill, appears on CNBC to share his thoughts on the Federal Reserve stress tests.
6/28/2016
Comment Letter to the Federal Reserve regarding Covered Debt
Sandler O'Neill submitted a comment letter to Juan Carlos Climent, Board of Governors of the Federal Reserve System, as a follow up to the firm's previous TLAC letter that was sent on January 20, 2016.
6/27/2016
CNBC - Sandler O'Neill Analyst Alexander Goldfarb Discusses REITs following Brexit
Alexander Goldfarb, Managing Director and REIT Analyst, joins CNBC's Power Lunch to share his views on REITs in the aftermath of Brexit.
6/9/2016
Sandler O’Neill Global Exchange and Brokerage Conference Media Coverage
CNBC and Bloomberg TV covered the Sandler O’Neill Global Exchange and Brokerage Conference live and conducted several interviews with leading CEOs.
6/6/2016
Bloomberg TV - Sandler O'Neill Analyst Jeff Harte Weighs in on Bank Stocks and Fed Policy
Jeff Harte, Principal at Sandler O'Neill, speaks with Bloomberg Go to share his opinions on bank stocks and recent fed policy effecting earnings.
6/1/2016
Sandler O’Neill Analysts Receive Thomson Reuters StarMine Analyst Awards
Three Sandler O'Neill research analysts received Thomson Reuters StarMine Awards, which recognize the industry’s top analysts.
5/16/2016
SNL Financial: What investors want in deals, and what bankers say they should want
Bill Hickey, Sandler O'Neill's Co-Head of Investment Banking, provides his thoughts on how investors should evaluate bank M&A deals.
5/6/2016
The New York Times: Jimmy Dunne Corner Office Interview
Jimmy Dunne, Senior Managing Principal of Sandler O'Neill, shares his thoughts on leadership and discusses his management style in a profile article in The New York Times.
4/28/2016
Mergermarket: Banking on change - Adjusting to the changing landscape in US financial services
Emmett Daly, Managing Director at Sandler O'Neill, discusses how industry consolidation, customer evolution and technological innovation are driving ahead M&A in US financial services in 2016.
4/20/2016
CNBC - Sandler O'Neill Analyst Chris Donat Weighs in on American Express Earnings
Chris Donat, Managing Director at Sandler O'Neill, joins CNBC's Closing Bell to discuss American Express' Q1 earnings.
4/13/2016
Bloomberg TV - Sandler O'Neill Analyst Jeff Harte Discusses JP Morgan Earnings
Jeff Harte, Managing Director at Sandler O'Neill, joins Bloomberg TV's 'Market Makers' show to discuss JP Morgan's Q1 earnings.
4/5/2016
CNBC - Sandler O'Neill Analyst Alexander Goldfarb Shares His View of the Real Estate Market
Alexander Goldfarb, Managing Director and REIT Analyst, joins CNBC's Power Lunch to discuss the residential real estate market.
3/15/2016
Jimmy Dunne Interviewed on Callaway Live
Jimmy Dunne, Senior Managing Principal of Sandler O'Neill, discusses the firm's history and connection with golf on Callaway Live.
2/23/2016
Jimmy Dunne Appears as a Guest Host on CNBC's Squawk Box
Jimmy Dunne, Senior Managing Principal of Sandler O'Neill, joins CNBC's Squawk Box to guest host alongside Andrew Ross Sorkin and Joe Kernen.
2/9/2016
CNBC - Sandler O'Neill's Robert Albertson on the Overaction in U.S. Bank Stocks
Robert Albertson discusses his thoughts on some of the factors pressuring U.S. bank stocks on CNBC's Cosing Bell.
2/2/2016
Bank Director: Could You Be a Target of Shareholder Activism?
Bill Hickey, Sandler O'Neill's Co-Head of Investment Banking, provides commentary on activism during a panel discussion at Bank Director's Acquire or Be Acquired conference.
1/29/2016
FAQs: Bank Investment in Other Financial Institution Debt and Capital
By Thomas W. Killian, Principal - The firm provides answers to frequently asked questions in regard to bank investments in other financial institutions debt and capital.
1/21/2016
Asset Manager Transaction Review - Transaction Activity Sets New Highs In 2015
Global transaction volume among asset managers set a new multi-year high in 2015, largely reflecting a step-up in activity among small to mid-sized asset managers.
1/20/2016
Comment Letter to the Federal Reserve regarding TLAC
Sandler O'Neill submitted a comment letter to Janet Yellen, Chair of the Federal Reserve, regarding the proposed rules for Total Loss-Absorbing Capacity.
1/19/2016
Bloomberg GO - Sandler O'Neill's Robert Albertson: No Recession This Year
Robert Albertson discusses turmoil in the markets on Bloomberg GO.
1/15/2016
Total Loss Absorbing Capacity (TLAC): Material Repercussions and Disruptions for U.S. Banks and Investors
By Thomas W. Killian, Principal - Following the initial TLAC disclosure by the Financial Stability Board (FSB) on November 10, 2014, the Board of Governors of the Federal Reserve System (Board) announced on October 30, 2015 a Notice of Proposed Rulemaking (NPR) for TLAC rules, with comments due by February 1, 2016. TLAC is designed to provide additional loss absorbing capacity for Global Systemically Important Banks (GSIBs) to avoid the need for a government bail-out in the event of insolvency of a bank that is deemed to be “too big to fail.”
1/15/2016
CNBC - Sandler O'Neill's Robert Albertson: Sensible market to buy into
Robert Albertson discusses volatility in global markets and why he thinks U.S. markets offer good opportunities.
1/5/2016
Bloomberg GO - Sandler O'Neill's Robert Albertson on the Markets
Robert Albertson weighs in on the rout in the markets on Bloomberg GO.