Top Lead Financial Advisers

May 04, 2001, 10:08 a.m. EDT 1 Min Read

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Top Lead Financial Advisers
2001 bank and thrift mergers through March 31st, 2001. Primary advisers only. Excludes terminated deals. Ranked by announced deal value Published May 4, 2001

Rank	Institution Name	Deal value in millions	Number of deals
1	Keefe, Bruyette & Woods Inc.	$4,191.30	10
2	Credit Suisse First Boston Corp.* (2)	2,314.47	1
3	Sandler O'Neill & Partners LP	1,086.48	4
4	Lehman Brothers*	1,023.35	2
5	Salomon Smith Barney*	999.54	2
6	McDonald Investments**	279.27	3
7	BMO Nesbitt Burns*	219.84	1
-	William Blair & Co.	219.84	1
9	Morgan Keegan & Co.	84.43	2
10	J.P. Morgan Chase & Co. Inc.*	78.51	1
11	Ostrowski & Co. Inc.*	74.02	1
12	Bank Advisory Group Inc.*	56.04	2
13	Berwind Financial Group LP*	40.42	1
14	Howard, Lawson & Co. LLC*	37.3	1
15	The Carson Medlin Co.	34.98	2
16	Danielson Associates Inc.	34.83	2
17	Charles T. Meeks Co. Inc.	31.57	1
18	Renninger and Associates LLC*	29.18	1
19	DD&F Consulting Group	27.92	2
-	RP Financial	27.92	1
21	McConnell, Budd & Downes Inc.	15.06	1
22	Chaffe & Associates Inc.	2.68	1
23	Olive Corporate Finance LLC	2.35	1
24	Hovde Financial LLC (1)	-	1
-	McGladrey & Pullen* (1)	-	1
Rank	Institution Name	Deal value in millions	Number of deals
1	Keefe, Bruyette & Woods Inc.	10	$14,191.3
2	Sandler O'Neill & Partners LP	4	1,086.50
3	McDonald Investments**	3	279.3
4	Lehman Brothers*	2	1,023.30
-	Salomon Smith Barney*	2	999.5
-	Morgan Keegan & Co.	2	84.4
-	Bank Advisory Group Inc. *	2	56
-	The Carson Medlin Company	2	35
-	Danielson Associates Inc.	2	34.8
-	DD&F Consulting Group 2	2	27.9
11	Credit Suisse First Boston Corp.* (2)	1	2,314.50
-	BMO Nesbitt Burns*	1	219.8
-	William Blair & Co.	1	219.8
-	J.P. Morgan Chase & Co. Inc.*	1	78.5
-	Ostrowski & Co. Inc.*	1	74
-	Berwind Financial Group LP*	1	40.4
-	Howard, Lawson & Co. LLC*	1	37.3
-	Charles T. Meeks Co. Inc.	1	31.6
-	Renninger and Associates LLC*	1	29.2
-	RP Financial	1	27.9
-	McConnell, Budd & Downes Inc.	1	15.1
-	Chaffe & Associates Inc.	1	2.7
-	Olive Corporate Finance LLC	1	2.3
-	Hovde Financial LLC (1)	1	-
-	McGladrey & Pullen* (1)	1	-

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

Source: Sheshunoff Information Services Inc., Austin, Texas, a Thomson Financial Comapny. To be added to the survey list, please call 512-305-6561, or email at

james.bradshaw@tfn.com