News

9/17/2018
CNBC - Sandler O'Neill Analyst Paul Newsome Shares His View on the Insurance Industry in the Aftermath of Hurricane Florence
Paul Newsome, Managing Director at Sandler O’Neill, joins CNBC's Squawk Box to discuss how Hurricane Florence is impacting the insurance industry.
9/11/2018
CNBC - Sandler O'Neill Analyst Jeff Harte Discusses the Financial Crisis 10 years Ago
Jeff Harte, Principal at Sandler O'Neill, joins CNBC's Power Lunch to discuss the financial crisis 10 years ago.
8/24/2018
USGA - Dunne Deal: Jimmy Dunne Making USGA Debut at Long Last
The USGA featured Jimmy Dunne ahead of the U.S. Senior Amateur Championship.
8/23/2018
Monthly Asset Management Report - July 2018
Sandler's Asset Management Investment Banking Group released its Monthly Asset Management Report for July 2018.
8/20/2018
Global Golf Post: The ‘Dunne Man’ Fills USGA Void
Jimmy Dunne was featured in the Global Golf Post as he qualified for the U.S. Senior Amateur Golf Championship. The article discusses Sandler's history and Jimmy's ties to the game of golf.
8/6/2018
CNBC - Jimmy Dunne Interviewed on CNBC's Halftime Report to Provide His Outlook on the Markets
Jimmy Dunne, Senior Managing Principal, joins CNBC's 'Fast Money Halftime Report' team to discuss his banking and markets outlook.
8/6/2018
CNBC - Jimmy Dunne Appears on CNBC to Discuss the Firm's 30th Anniversary and Qualifying for the U.S. Senior Amateur Championship
Jimmy Dunne, Senior Managing Principal, joins the 'Fast Money Halftime Report' team to look at his golf journey from 9/11 to the 2018 U.S. Senior Amateur Championship. He also discusses the firm's 30th anniversary.
7/18/2018
Monthly Asset Management Report - June 2018
Sandler's Asset Management Investment Banking Group released its Monthly Asset Management Report for June 2018.
7/17/2018
Bloomberg TV - Sandler O'Neill Analyst Jeff Harte Shares His View on Goldman Sachs CEO Change
Jeff Harte, Principal at Sandler O'Neill, discusses the retirement of Goldman Sachs Group Inc. Chief Executive Officer Lloyd Blankfein. He speaks with Bloomberg's Jonathan Ferro on "Bloomberg Markets: The Open."
7/13/2018
Bloomberg TV - Sandler O'Neill Analyst Jeff Harte Previews Bank Earnings
Jeff Harte, Principal at Sandler O'Neill, breaks down the earnings from JP Morgan and Citgroup with Bloomberg's Julie Hyman on "Bloomberg Markets."
7/10/2018
S&P Global: Sandler tops bank M&A financial adviser rankings in H1'18
Sandler O'Neill & Partners was the top financial adviser for bank and thrift M&A in the first half of 2018 both by deal value and by number of deals, according to S&P Global Market Intelligence's league table rankings. Sandler advised on 32 bank and thrift M&A deals and earned $9.29 billion in deal credit through the first two quarters of 2018
7/6/2018
CNBC - Sandler O'Neill Analyst Scott Siefers Discusses the Outlook for Financials
Scott Siefers, Principal at Sandler O'Neill, discusses the outlook for the financial sector for the rest of the year.
6/27/2018
Bloomberg TV - Sandler O'Neill Analyst Jeff Harte Shares His Thoughts on the Financial Sector
Jeff Harte, Principal at Sandler O'Neill, talks about bank earnings, the risks of a trade war and rising interest rates.
6/20/2018
CNBC - Jimmy Dunne Interviewed on CNBC's Squawk Box with Guest Host David Novak
Jimmy Dunne, Senior Managing Principal, appeared on CNBC's Squawk Box to discuss his outlook on the markets and rising rates.
6/20/2018
Monthly Asset Management Report - May 2018
Sandler's Asset Management Investment Banking Group released its Monthly Asset Management Report for May 2018.
6/14/2018
CNBC - Sandler O'Neill Analyst Jeff Harte Discusses the Impact of Rising Interest Rates on Bank Stocks
Jeff Harte, Principal at Sandler O'Neill, discusses what continued rate hikes mean for the banking sector.
6/14/2018
Keynote Speaker Joe Moglia at the Sandler O'Neill's Global Exchange and Brokerage Conference
Keynote speaker at Sandler O'Neill's Global Exchange and Brokerage Conference was Joe Moglia, TD Ameritrade Chairman and head football coach and Chair of Athletics at Coastal Carolina University.
6/14/2018
Fireside Chat with SEC Chairman Jay Clayton at Sandler O'Neill's Global Exchange and Brokerage Conference
Fireside Chat with SEC Chairman and Rich Repetto at Sandler O'Neill's Global Exchange and Brokerage Conference.
6/13/2018
Golf Channel - How golf saved the life of Jimmy Dunne
Hear about the emotional journey of Jimmy Dunne, and find out how the best and worst days of his life will be connected forever.
6/6/2018
Sandler O'Neill Global Exchange and Brokerage Conference – Media Coverage
CNBC was on hand to broadcast live interviews at our Global Exchange and Brokerage Conference.
5/30/2018
CNBC - Sandler O'Neill's Robert Albertson Provides Insight into Bank Stocks in the Wake of European Volatility
Robert Albertson, Chief Strategist at Sandler O'Neill, joins CNBC to provide insight into the ripple effect of Italy's political chaos and the vulnerability of banks.
5/17/2018
Monthly Asset Management Report - April 2018
Sandler's Asset Management Investment Banking Group released its Monthly Asset Management Report for April 2018, which includes a case study of the announced acquisition of Financial Engines by Hellman & Friedman.
5/14/2018
Newsday: The Jimmy Dunne-Patrick Reed connection
Jimmy Dunne, Senior Managing Principal, speaks with Newsday about his relationship with Patrick Reed ahead of the 2018 U.S. Open.
5/8/2018
Street Talk Podcast featuring Scott Hildenbrand from S&P Global's Community Bankers Conference
The Street Talk Podcast features Scott Hildenbrand, Sandler’s Chief Balance Sheet Strategist, from his discussion on managing deposits at S&P Global's Community Bankers Conference.
5/1/2018
CNBC - Sandler O'Neill Analyst Jeff Harte Shares His Outlook on the Financial Sector
Jeff Harte, Principal at Sandler O'Neill, discusses his outlook for the financial sector.
4/26/2018
How to Manage Funding Pressure?
Scott Hildenbrand, Sandler’s Chief Balance Sheet Strategist, penned an article for Banconomics which outlines some considerations that should go into managing funding pressure.
4/19/2018
Monthly Asset Management Report - March 2018
Sandler's Asset Management Investment Banking Group released its Monthly Asset Management Report for March 2018.
4/16/2018
CNBC - Sandler O'Neill Analyst Jeff Harte Breaks Down Bank of America's Quarterly Earnings Report
Jeff Harte, Principal at Sandler O'Neill, breaks down Bank of America's quarterly numbers.
4/13/2018
CNBC - Sandler O'Neill Analyst Scott Siefers Discusses Wells Fargo Quarterly Earnings
Scott Siefers, Principal at Sandler O'Neill, discusses Wells Fargo's earnings, which beat in spite of a raft of negative headlines in the last year.
4/13/2018
CNBC - Sandler O'Neill Analyst Jeff Harte Discusses the Market's Reaction to Bank Earnings
Jeff Harte, Principal at Sandler O'Neill, discusses the sell-off in big banks after reporting strong earnings.
3/16/2018
Monthly Asset Management Report - February 2018
Sandler's Asset Management Investment Banking Group released its Monthly Asset Management Report for February 2018.
3/13/2018
CNBC - Sandler O'Neill's Robert Albertson Weighs in on "What's Working" in the Economy
Robert Albertson, Chief Strategist at Sandler O'Neill, weighs in on where he sees opportunities in the financial sector.
3/9/2018
CNBC - Sandler O'Neill Analyst Jeff Harte Discusses Goldman Sachs
Jeff Harte, Principal at Sandler O'Neill, discusess the news that Goldman Sachs’ Lloyd Blankfein will leave the bank by the end of the year.
2/28/2018
Asset Manager Transaction Review - 2017 Reached its Highest Level since the Global Financial Crisis
Asset management transaction activity in 2017 reached its highest level since the Global Financial Crisis, with 208 announced transactions compared to 149 in 2016 and 148 in 2015. Accelerated global economic performance drove strong equity markets, translating to robust M&A activity.
2/16/2018
Monthly Asset Management Report - January 2018
Sandler's Asset Management Investment Banking Group released its Monthly Asset Management Report for January 2018.
2/16/2018
CNBC - Sandler O'Neill Analyst Rich Repetto Reacts to Recent Market Volatility
Rich Repetto, Principal at Sandler O’Neill, joins CNBC to discuss whether volatility is set to spike again soon.
2/9/2018
CNBC - Jimmy Dunne Interviewed on CNBC's Squawk Box
Jimmy Dunne, Senior Managing Principal, appeared on CNBC's Squawk Box to discuss market volatility, rising interest rates, and how banks will be impacted.
1/22/2018
Bank Director: Does Your Bank Have a Deposit Strategy?
Scott Hildenbrand, Sandler’s Chief Balance Sheet Strategist, co-authored an article for Bank Director Magazine advising banks how best to manage their deposits in the face of rising interest rates.
1/19/2018
Monthly Asset Management Report - December 2017
Sandler's Asset Management Investment Banking Group released its Monthly Asset Management Report for December 2017.
1/17/2018
Bloomberg TV - Sandler O'Neill Analyst Jeff Harte Discusses Big Bank Earnings
Jeff Harte, Principal at Sandler O'Neill, joins Bloomberg TV to recap earnings from Bank of America and Goldman Sachs.
1/12/2018
CNBC - Sandler O'Neill Analyst Scott Siefers Reviews Wells Fargo Earnings
Scott Siefers, Principal at Sandler O'Neill, joins CNBC to discuss Wells Fargo's quarterly numbers and provide his outlook on the bank.
1/12/2018
S&P Global Market Intelligence: Sandler tops bank M&A financial adviser rankings in 2017
For the third straight year, Sandler O'Neill & Partners LP was the top financial adviser for bank and thrift M&A, both in terms of deal value and number of deals, according to S&P Global Market Intelligence's league table rankings.
12/15/2017
Monthly Asset Management Report - November 2017
Sandler's Asset Management Investment Banking Group released its Monthly Asset Management Report for November 2017.
12/11/2017
CNBC - Sandler O'Neill Analyst Rich Repetto Discusses Bitcoin Futures
Rich Repetto, Principal at Sandler O'Neill, appears on CNBC's Closing Bell to discuss how exchanges will handle bitcoin trading as futures trading began over the weekend.
12/7/2017
CNBC - Sandler O'Neill Analyst Jeff Harte Shares His Thoughts on the Impact of Tax Reform on Banks
Jeff Harte, Principal at Sandler O'Neill, joins CNBC to discuss the impact of tax reform on the large cap banks.
11/29/2017
Bloomberg: Nasdaq Plans to Introduce Bitcoin Futures
Rich Repetto, Principal at Sandler O'Neill, shares his take on the proposal by Nasdaq to offer Bitcoin futures.
11/21/2017
Monthly Asset Management Report - October 2017
Sandler's Asset Management Investment Banking Group released its Monthly Asset Management Report for October 2017.
11/14/2017
The Wall Street Journal: Are Malls Too Cheap to Ignore?
Alexander Goldfarb, Managing Director and REIT Analyst, provides commentary for an article on mall REITs in the The Wall Street Journal.
10/27/2017
ABA Banking Journal: Changing Market Dynamics’ Effect on Banks’ Balance Sheets
Scott Hildenbrand's article titled, "Changing Market Dynamics’ Effect on Banks’ Balance Sheets," was also published in ABA Banking Journal.
10/25/2017
CNBC - Jimmy Dunne Interviewed on CNBC's Squawk Box
Jimmy Dunne, Senior Managing Principal, provides his outlook on M&A, tax reform and deregulation.
10/18/2017
Scott Hildenbrand's Cover Story for The Community Banker Magazine
Scott Hildenbrand penned an article titled, "Changing Market Dynamics’ Effect on Banks’ Balance Sheets," which was featured as the cover story for the fall issue of The Community Banker. The magazine is published by the Virginia Association of Community Banks.
10/3/2017
Street Talk Podcast featuring Scott Hildenbrand, Sandler’s Chief Balance Sheet Strategist
The Street Talk Podcast spoke with Scott Hildenbrand, Sandler’s Chief Balance Sheet Strategist, about the growing importance of deposits in bank M&A and what actions banks have taken to prepare their funding bases for rising rates.
9/28/2017
Financial Times: Nasdaq explores ‘alternatives’ for its PR and digital media units
Rich Repetto, Principal at Sandler O'Neill, discusses Nasdaq's decision to explore strategic alternatives for its media units.
9/15/2017
CNBC - Sandler O'Neill Analyst Jeff Harte is Bullish on Bank Stocks
Jeff Harte, Principal at Sandler O'Neill, joins CNBC to debate whether banks are still a good bet with trading revenues in a slump.
9/12/2017
CNBC - Sandler O'Neill Analyst Paul Newsome Dicusses Insurance Companies in the Aftermath of Hurricane Irma
Paul Newsome, Managing Director at Sandler O’Neill, provides insight to the effect Hurricane Irma could have on insurance companies.
9/11/2017
Bloomberg TV - Sandler O'Neill Analyst Paul Newsome Recaps Hurricane Irma's Impact on the Insurance Industry
Paul Newsome, Managing Director at Sandler O’Neill, provides a recap of how the insurance industry may recover after the hurricane.
9/6/2017
CNBC - Sandler O'Neill Analyst Paul Newsome Previews Insurance Stocks Ahead of Hurricane Irma
Paul Newsome, Managing Director at Sandler O’Neill, discusses Florida insurance stocks sinking ahead of Hurricane Irma barreling toward the east coast.
8/31/2017
CNBC - Sandler O'Neill Analyst Scott Siefers Discusses the Latest News from Wells Fargo
Scott Siefers, Principal at Sandler O’Neill, discusses the latest review of Wells Fargo's fraudulent accounts.
8/22/2017
The Wall Street Journal: Think Rates Are Going Up? Banks Don’t
Scott Hildenbrand, Sandler’s Chief Balance Sheet Strategist, discusses his view on interest rates for a front page story in The Wall Street Journal.
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.
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.
1/30/2017
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.