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Top Lead Financial Advisers

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Top Lead Financial Advisers

Top Lead Financial Advisers
Primary advisers in domestic bank and thrift merger deals announced in 2004. Dollars in millions
Published February 15, 2005
Rank by value of deals Deal value Deals
1 J.P. Morgan Chase & Co. $72,860.40 5
2 Lazard Freres & Co. LLC 59,239.70 1
3 UBS Securities LLC 30,008.20 5
4 Merrill Lynch & Co. 26,890.40 3
5 Lehman Brothers 23,389.10 9
6 Goldman, Sachs & Co. 22,426.60 5
7 Keefe, Bruyette & Woods Inc.1 13,468.80 44
8 Sandler O’Neill & Partners LP1 13,203.60 42
9 Morgan Stanley 7,225.40 2
10 Citigroup Global Markets 3,605.80 3
11 Hovde Financial LLC1 3,267.20 21
12 Ryan Beck & Co. 3,234.70 10
13 Secura Group 2,094.20 1
14 SunTrust Robinson Humphrey 1,914.80 3
15 Banc of America Securities 850 1
16 Credit Suisse First Boston Corp. 812.9 2
17 Key Banc Capital Markets2 759.1 7
18 Castle Creek Financial 676.30 4
19 Bear, Stearns & Co. Inc. 580.1 3
20 RBC Capital Markets 559.7 7
21 Griffin Financial Group LLC 508.2 4
22 Wells Fargo Securities LLC 372.6 2
23 Stifel, Nicolaus & Co. 372.3 3
24 Smith Banking Consultants Inc. 369.6 1
25 Samco Capital Markets 344.1 10
26 Friedman, Billings, Ramsey & Co. 337.8 3
27 MG Advisors Inc. 290.4 7
28 Hoefer & Arnett Inc. 262 9
29 Austin Associates Inc.1 239.8 7
30 McConnell, Budd & Romano Inc. 172.4 3
31 Janney Montgomery Scott Inc. 170.6 3
32 RP Financial 169.4 2
33 Alex Sheshunoff & Co.1 167.2 6
34 Burke Capital Group LLC 149.8 6
35 Northeast Capital & Advisory Inc. 146.80 1
36 Advest Inc. 136.8 2
37 Milestone Advisors LLC1 136.4 2
38 Howe Barnes Investments Inc. 107 4
39 Kafafian Group 98.7 1
40 D.A. Davidson & Co. 92.7 3
41 FinPro Inc. 82.7 1
42 Danielson Associates Inc.1 73.9 2
43 Sterne, Agee & Leach 73.4 1
44 Carson Medlin Co.1 70.5 3
45 David A. Noyes & Co. 54.8 2
46 Gerrish & McCreary LLC 51.4 2
47 Orr Group 50.9 1
48 Bank Advisory Group Inc. 48.7 2
49 Chaffe & Associates Inc. 48.2 1
50 William Blair & Co. 47.5 1
Rank by number of deals Deals Deal value
1 Keefe, Bruyette & Woods Inc.1 44 $13,468.80
2 Sandler O’Neill & Partners LP1 42 13,203.60
3 Hovde Financial LLC1 21 3,267.20
4 Ryan Beck & Co. 10 3,234.70
- Samco Capital Markets 10 344.1
6 Lehman Brothers 9 23,389.10
- Hoefer & Arnett Inc. 9 262
8 Key Banc Capital Markets2 7 759.1
- RBC Capital Markets 7 559.7
- Friedman, Billings, Ramsey & Co. 7 337.8
- Austin Associates Inc.1 7 239.8
12 Alex Sheshunoff & Co.1 6 167.2
- Burke Capital Group LLC 6 149.8
14 J.P. Morgan Chase & Co. 5 72,860.40
- UBS Securities LLC 5 30,008.20
- Goldman, Sachs & Co. 5 22,426.60
17 Castle Creek Financial 4 676.3
- Griffin Financial Group LLC 4 508.20
- Howe Barnes Investments Inc. 4 107
- Professional Bank Services Inc.1 4 27.4
21 Capital Corp.1 4 14.9
22 Merrill Lynch & Co. 3 26,890.40
- Citigroup Global Markets 3 3,605.80
- SunTrust Robinson Humphrey 3 1,914.80
- Bear, Stearns & Co. 3 580.1
- Stifel, Nicolaus & Co. 3 372.3
- MG Advisors, Inc. 3 290.4
- McConnell, Budd & Romano Inc. 3 172.4
- Janney Montgomery Scott Inc. 3 170.6
- D.A. Davidson & Co. 3 92.7
- Carson Medlin Co.1 3 70.5
- Donnelly Penman & Partners 3 43.6
- Triangle Capital Partners1 3 30.3
- Carpenter & Co.1 3 12.4
35 Morgan Stanley 2 7,225.40
- Credit Suisse First Boston Corp. 2 812.9
- Wells Fargo Securities LLC 2 372.6
- RP Financial 2 169.4
- Advest Inc. 2 136.8
- Milestone Advisors LLC1 2 136.4
- Danielson Associates Inc.1 2 73.9
- David A. Noyes & Co. 2 54.8
- Gerrish & McCreary LLC 2 51.4
- Bank Advisory Group Inc. 2 48.7
- Edelman & Co. 2 42.5
- Cedar Hill Advisors LLC1 2 41.4
- Columbia Financial Advisors Inc.1 2 34.4
- Findley Group1 2 32.9
- Young & Associates 2 24
- Feldman Financial Advisors Inc. 2 11.2

1 Deal value not available for at least one transaction.
2 Excludes hostile/unsolicited and terminated transactions.

To be added to the survey list, please call (512) 314-7200 or e-mail dorourke@highlinedata.com

Source: Highline Banking Data Services (877-305-6657)

© 2005 American Banker
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