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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 2005. Dollars in millions
Published February 14, 2006
Rank by value of deals Value Deals
1 Bear, Stearns & Co. Inc. $9,003.00 4
2 Lehman Brothers Inc. 8,974.90 6
3 J.P. Morgan Securities Inc. 8,568.60 2
4 Credit Suisse First Boston (USA) Inc. 8,434.30 3
5 Sandler O'Neill & Partners LP* 6,701.40 37
6 Goldman, Sachs & Co. 6,465.60 3
7 Merrill Lynch & Co. Inc. 5,068.50 4
8 Keefe, Bruyette & Woods Inc.* 4,247.10 35
9 Citigroup Global Markets Inc. 4,211.60 6
10 Morgan Stanley 1,739.20 2
11 Hovde Financial LLC* 1,570.00 20
12 Burke Capital Group LLC 1,183.60 12
13 Castle Creek Financial LLC 596.3 7
14 Austin Associates LLC 548.8 7
15 RBC Capital Markets Corp. 541.1 4
16 Danielson Associates Inc. 426.2 4
17 Stifel, Nicolaus & Co. Inc. 371.7 6
18 Hoefer & Arnett Inc.* 359.00 10
19 UBS Securities LLC 276.3 1
20 Ryan Beck & Co. Inc. 273.2 7
21 Houlihan Lokey Howard & Zukin Inc. 238 1
22 Boenning & Scattergood Inc. 217.5 4
23 Raymond James & Associates Inc. 208.4 2
24 SunTrust Robinson Humphrey Capital Markets 205.9 3
25 Howe Barnes Investments Inc. 201.3 8
26 Finpro Inc. 166.1 1
26 Milestone Advisors LLC 166.1 1
28 Allen C. Ewing & Co. 160.6 3
29 Anderson & Strudwick Inc. 160.5 7
30 McColl Partners LLC 157 2
31 Blackstone Group LP 151.9 1
32 Orr Group LLC 151.4 3
33 McAdams Wright Ragen Inc. 147.1 1
34 McConnell, Budd & Downes Inc. 143.1 5
35 Capital Market Securities Inc. 138.60 3
36 Carson Medlin Co. 122.8 5
37 DD&F Consulting Group* 117.5 7
38 FTN Financial Securities Corp. 114.6 1
39 Bank Advisory Group LLC 112.3 3
40 Wachovia Securities LLC 110 1
41 SAMCO Capital Markets* 107.8 6
42 Investment Bank Services Inc. 106.6 4
43 St. Charles Capital LLC* 101.1 5
44 Alex Sheshunoff & Co. Investment Banking LP 90 3
44 Janney Montgomery Scott LLC 90 3
46 Southard Financial* 88 4
47 Carpenter & Co. 79.2 2
48 Stevens & Co. 69.5 3
49 BMO Financial Group 67.7 1
50 Stephens Inc. 66.8 2
Rank by number of deals Deals Value
1 Sandler O’Neill & Partners LP* 37 $6,701.40
2 Keefe, Bruyette & Woods Inc.* 35 4,247.10
3 Hovde Financial LLC* 20 1,570.00
4 Burke Capital Group LLC 12 1,183.60
5 Hoefer & Arnett Inc.* 10 359
6 Howe Barnes Investments Inc. 8 201.3
7 Anderson & Strudwick Inc. 7 160.5
Austin Associates LLC 7 548.8
Castle Creek Financial LLC 7 596.3
DD&F Consulting Group* 7 117.5
Ryan Beck & Co. Inc. 7 273.2
12 Citigroup Global Markets Inc. 6 4,211.60
Lehman Brothers Inc. 6 8,974.90
SAMCO Capital Markets* 6 107.8
Stifel, Nicolaus & Co. Inc. 6 371.7
16 Carson Medlin Co. 5 122.8
McConnell, Budd & Downes Inc. 5 143.1
St. Charles Capital LLC* 5 101.10
19 Bear, Stearns & Co. Inc. 4 9,003.00
Boenning & Scattergood Inc. 4 217.5
Capital Corp. LLC* 4 11.1
Danielson Associates Inc. 4 426.2
Investment Bank Services Inc. 4 106.6
Merrill Lynch & Co. Inc. 4 5,068.50
RBC Capital Markets Corp. 4 541.1
Southard Financial* 4 88
27 Alex Sheshunoff & Co. Investment Banking LP 3 90
Allen C. Ewing & Co. 3 160.6
Bank Advisory Group LLC 3 112.3
BankersBanc Capital Corp.* 3 65.6
Baxter Fentriss & Co. 3 43.6
Capital Market Securities Inc. 3 138.6
Credit Suisse First Boston (USA) Inc. 3 8,434.30
Goldman, Sachs & Co. 3 6,465.60
Janney Montgomery Scott LLC 3 90.00
Orr Group LLC 3 151.4
Stevens & Co. 3 69.5
SunTrust Robinson Humphrey Capital Markets 3 205.9
39 Carpenter & Co. 2 79.2
David A. Noyes & Co.* 2 -
Findley Group 2 50.4
J.P. Morgan Securities Inc. 2 8,568.60
Keller & Co. Inc. 2 6.8
McColl Partners LLC 2 157
Mercer Capital* 2 7.4
Morgan Stanley 2 1,739.20
Raymond James & Associates Inc. 2 208.4
Renninger & Associates LLC* 2 1.9
RP Financial LC 2 42.6
Stephens Inc. 2 66.8

*Value for at least one deal not available. Excludes terminated deals

Source: SNL Financial, Charlottesville, Va. (www.snl.com)

© 2006 American Banker
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