Top Lead Financial Advisers
Published February 12, 2004, 10:08 a.m. EST
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Updated January 02, 1970, 9:08 a.m. EST
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Top Lead Financial Advisers
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| Published February 12, 2004 | |||
| Rank by value of deals | Deal value | Deals | |
| 1 | Morgan Stanley | $53,303.80 | 3 |
| 2 | Goldman, Sachs & Co.1 | 51,218.60 | 3 |
| 3 | Keefe, Bruyette & Woods Inc. | 11,538.10 | 35 |
| 4 | Sandler ONeill & Partners LP | 7,919.20 | 29 |
| 5 | Lehman Brothers | 3,488.50 | 6 |
| 6 | Citigroup Global Markets Holdings | 2,263.20 | 2 |
| 7 | Merrill Lynch & Co.1 | 1,797.40 | 3 |
| 8 | Ryan Beck & Company | 1,770.00 | 11 |
| 9 | Credit Suisse First Boston Corp. | 1,062.20 | 3 |
| 10 | UBS Investment Bank | 725.6 | 1 |
| 11 | Hovde Financial LLC | 585.3 | 8 |
| 12 | Legg Mason Wood Walker Inc. | 489 | 1 |
| 13 | Janney Montgomery Scott Inc. | 471.6 | 3 |
| 14 | Friedman, Billings, Ramsey & Co. | 469.9 | 4 |
| 15 | Alex Sheshunoff & Co. | 346.3 | 5 |
| 16 | DD&F Consulting Group1 | 339.7 | 7 |
| 17 | Houlihan Lokey Howard & Zukin | 310 | 1 |
| - | Lazard Freres & Co. LLC | 310.00 | 1 |
| 19 | Carson Medlin Com. | 301.6 | 7 |
| 20 | Scott & Stringfellow Inc. | 274.8 | 2 |
| 21 | Hoefer & Arnett Inc. | 271.8 | 12 |
| 22 | Stephens Inc. | 255.3 | 2 |
| 23 | U.S. Bancorp Piper Jaffray | 232.9 | 1 |
| 24 | McDonald Investments1, 2 | 230.6 | 8 |
| 25 | First Southwest Co. | 226.5 | 1 |
| 26 | Capital Markets1 | 211.3 | 11 |
| 27 | D.A. Davidson & Co. | 204.7 | 4 |
| 28 | Howe Barnes Investments Inc. | 199.2 | 5 |
| 29 | Griffin Financial Group LLC | 186.5 | 2 |
| 30 | Orr Group | 170.1 | 3 |
| 31 | McConnell, Budd & Romano | 163.6 | 3 |
| 32 | RP Financial | 155.9 | 8 |
| 33 | Boenning & Scattergood Inc. | 151 | 3 |
| 34 | SunTrust Robinson Humphrey1 | 150.3 | 2 |
| 35 | Bank Advisory Group Inc. | 144.00 | 2 |
| 36 | Ryan Beck & Co. | 141.3 | 1 |
| 37 | Davenport & Co. LLC | 138.6 | 2 |
| 38 | Fox-Pitt, Kelton | 127 | 3 |
| 39 | Stifel, Nicolaus & Co.1 | 122.4 | 5 |
| 40 | Professional Bank Services Inc. | 120.1 | 4 |
| 41 | Findley Group | 107.1 | 6 |
| 42 | Columbia Financial Advisors Inc. | 105 | 4 |
| 43 | Raymond James & Associates | 102.4 | 1 |
| - | William Blair & Co.1 | 102.4 | 2 |
| 45 | T. Stephen Johnson & Associates Inc. | 101.8 | 3 |
| 46 | Lutz Advisors Inc. | 97 | 1 |
| 47 | Donnelly Penman &Partners | 95.2 | 2 |
| 48 | Austin Associates Inc. | 94.8 | 6 |
| 49 | Kafafian Group | 85.4 | 1 |
| 50 | RSM McGladrey Inc. | 76.4 | 1 |
| Rank by number of deals | Deals | Deal value | |
| 1 | Keefe, Bruyette & Woods Inc. | 35 | $11,538.10 |
| 2 | Sandler O'Neill & Partners LP | 29 | 7,919.20 |
| 3 | Hoefer & Arnett Inc. | 12 | 271.8 |
| 4 | Ryan Beck & Co. | 11 | 1,770.00 |
| - | Capital Markets1 | 11 | 211.3 |
| 6 | Hovde Financial LLC | 8 | 585.3 |
| - | McDonald Investments1,2 | 8 | 230.6 |
| - | RP Financial | 8 | 155.9 |
| 9 | DD&F Consulting Group1 | 7 | 339.7 |
| - | Carson Medlin Co. | 7 | 301.6 |
| 11 | Lehman Brothers | 6 | 3,488.50 |
| - | Findley Group | 6 | 107.1 |
| - | Austin Associates Inc. | 6 | 94.8 |
| 14 | Alex Sheshunoff & Co. | 5 | 346.3 |
| - | Howe Barnes Investments Inc. | 5 | 199.2 |
| - | Stifel, Nicolaus & Co.1 | 5 | 122.4 |
| 17 | Friedman, Billings, Ramsey & Co. | 4 | 469.9 |
| - | D.A. Davidson & Co. | 4 | 204.70 |
| - | Professional Bank Services Inc. | 4 | 120.1 |
| - | Columbia Financial Advisors Inc. | 4 | 105 |
| - | Danielson Associates Inc.1 | 4 | 60 |
| 22 | Morgan Stanley | 3 | 53,303.80 |
| - | Goldman, Sachs & Co.1 | 3 | 51,218.60 |
| - | Merrill Lynch & Co.1 | 3 | 1,797.40 |
| - | Credit Suisse First Boston Corp. | 3 | 1,062.20 |
| - | Janney Montgomery Scott Inc. | 3 | 471.6 |
| - | Orr Group | 3 | 170.1 |
| - | McConnell, Budd & Romano Inc. | 3 | 163.6 |
| - | Boenning & Scattergood Inc. | 3 | 151 |
| - | Fox-Pitt, Kelton | 3 | 127 |
| - | T. Stephen Johnson & Associates Inc. | 3 | 101.8 |
| - | Carpenter & Co. | 3 | 66.4 |
| - | Baxter Fentriss & Co. | 3 | 58.3 |
| - | Mercer Capital Management1 | 3 | 30.5 |
| - | Feldman Financial Advisors Inc.1 | 3 | $8.60 |
| 36 | Citigroup Global Markets Holdings | 2 | 2,263.20 |
| - | Scott & Stringfellow Inc. | 2 | 274.8 |
| - | Stephens Inc. | 2 | 255.3 |
| - | Griffin Financial Group LLC | 2 | 186.5 |
| - | SunTrust Robinson Humphrey1 | 2 | 150.3 |
| - | Bank Advisory Group Inc. | 2 | 144 |
| - | Davenport & Co. LLC | 2 | 138.6 |
| - | William Blair & Co.1 | 2 | 102.4 |
| - | Donnelly Penman &Partners | 2 | 95.2 |
| - | Castle Creek Financial | 2 | 70.4 |
| - | Southard Financial | 2 | 55.6 |
| - | Holder and Associates | 2 | 48.2 |
| - | Smith Capital | 2 | 45.7 |
| - | FinPro Inc. | 2 | 26.1 |
| 50 | 36 firms with one transaction3 | 1 | - |
1Deal value not available for at least one transaction.
2Includes Trident....
3Excludes hostile/unsolicited and terminated transactions.
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Source: Sheshunoff Information Services, a division of Thomson Corp.
© 2004 American Banker