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Top Lead Financial Advisers

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Top Lead Financial Advisers
Top Lead Financial Advisers

2000 bank and thrift mergers through Dec. 31, 2000, ranked by announced deal value.
Primary advisers only (excludes terminated deals)
Published February 12, 2001

 Rank

Firm 

 Deal value ($ millions)  No. of deals
1 J.P. Morgan & Co. (1) $39,501.10 4
2 Credit Suisse First Boston Corp. (4) 36,806.10 6-Jan
3 Chase Securities (1) 34,464.60 1
4 Goldman, Sachs & Co. (1) 32,325.90 4-Jan
5 Merrill Lynch & Co. (1) (2) 14,647.70 7
6 Salomon Smith Barney (1) 5,893.80 4
7 Sandler O'Neill & Partners, L.P. 3,292.40 18
8 Keefe, Bruyette & Woods 3,122.90 19
9 Lazard Freres & Co. LLC (1) 2,750.00 1
10 Lehman Brothers (1) 1,704.50 2
11 Austin Associates, Inc. 677.2 9-Jan
12 McDonald Investments (3) 521.5 16
13 Alex Sheshunoff & Co. (2) 514.8 10-Jan
14 RP Financial 489.2 13
15 Robinson-Humphrey Company (1) 479.6 3-Jan
16 Stephens Inc. (2) 455.8 2-Jan
17 McConnell, Budd & Downes 434.2 8
18 CIBC World Markets (1) 375.9 1-Jan
19 Ryan, Beck & Co. 371.6 5-Jan
20 Hoefer & Arnett Inc. (2) 357.1 12
21 The Orr Group 303.7 1
22 Danielson Associates Inc. 290.7 3-Jan
23 Southard Financial (1) 237.6 3
24 Dain Rauscher Wessels 213.3 5
25 Hovde Financial, LLC 201.4 8
26 Tucker Anthony Sutro $188.90 5
27 Berwind Financial Group, LP 179.6 4
28 Advest, Inc. (1) 178.8 1
29 W.Y. Campbell & Co. (1) 173.5 1
30 Garland McPherson & Associates 147.7 2
31 Gerrish & McCreary LLC (1) 147 1
32 Stifel, Nicolaus & Co. (1) 146.9 4
33 Baxter Fentriss & Co. 145.9 7
34 D.A. Davidson & Co. (1) 144.8 3
35 The Carson Medlin Co. 141.3 6
36 Legg Mason Wood Walker, Inc. (1) 135 1
37 Austin Financial Services, Inc. 118 5
38 Bank Advisory Group, Inc. 114.6 6
39 Janney Montgomery Scott Inc. (1) 101 2
40 Putnam Lovell (1) 100.3 1
41 Endicott Group 96.6 2
42 First Security Van Kasper (1) 90.8 1
43 The Findley Group 86 7
44 Davenport & Co. LLC 82.2 2
45 Castle Creek Financial 74.3 3
46 Scott & Stringfellow, Inc. 64.1 4
47 Sutro & Co. Inc. 53.4 2
48 First Capital Group LLC 53.3 1
49 SAMCO Capital Markets (1) 44 1
50 William Blair & Co. (1) 43.6 1

(1) Did not respond to survey (2) Value not available for at least one deal
(3) Includes Trident Securities and The Wallach Co., subsidiaries of McDonald Investments
(4) Includes Donaldson Lufkin & Jenrette Securities, a subsidiary of Credit Suisse First Boston Corp.

Source: Thomson Financial Sheshunoff Information Services (www.sheshunoff.com)
©2001 American Banker
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