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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 the first half of 2005*
Published August 16, 2005
Rank by value of deals Deal value (millions) Deals
1 Keefe, Bruyette & Woods Inc. $36,531.7 11
2 UBS Securities LLC 36,086.5 2
3 Joseph Perella 35,810.2 1
4 Lehman Brothers 8,421.8 4
5 Morgan Stanley 7,985.2 2
6 Citigroup Global Markets 6,622.9 1
- Goldman, Sachs & Co. 6,622.9 1
8 Bear, Stearns & Co. Inc. 5,313.2 1
- Credit Suisse First Boston Corp. 5,313.2 1
- JPMorgan Chase & Co. 5,313.2 1
11 Sandler O'Neill & Partners LP1 2,366.7 12
12 Merrill Lynch & Co. 1,362.3 1
13 Hovde Financial LLC 320.2 4
14 Burke Capital Group LLC 237.3 4
15 Boenning & Scattergood Inc. 167.1 2
16 Castle Creek Financial 157.6 3
17 Blackstone Group 151.5 1
18 FTN Midwest Securities Corp. 141.8 2
19 Austin Associates Inc. 139.6 4
20 Hoefer & Arnett Inc. 126.3 5
21 Anderson & Strudwick 117.3 5
22 The Orr Group 114.6 1
23 Allen C. Ewing & Co. 110.2 1
- Wachovia Capital Markets LLC 110.2 1
25 McConnell, Budd & Romano Inc. 95.9 3
26 Danielson Associates Inc. 89.4 1
27 Howe Barnes Investments Inc. 83.1 2
28 The Carson Medlin Co. 82.2 3
29 Carpenter & Co. 80.5 2
30 Bank Advisory Group Inc. 80.0 3
31 Ryan Beck & Co. 68.0 2
32 Oppenheimer & Co. 64.0 1
- Stifel, Nicolaus & Co. 64.0 1
34 SunTrust Robinson Humphrey 58.0 1
35 Ostrowski & Co. Inc. 48.2 1
36 Professional Bank Services Inc. 45.3 2
37 Legg Mason Wood Walker Inc. 38.7 1
38 Keefe Ventures LLC 35.6 1
39 Donnelly Penman & Partners 26.6 1
40 BankersBanc Capital Corp. 24.7 1
- Key Banc Capital Markets2 24.7 1
42 Alex Sheshunoff & Co. 23.4 1
43 DD&F Consulting Group1 20.5 5
44 Stephens Inc. 16.3 1
45 Capital Market Securities Inc. 12.9 1
- Friedman, Billings, Ramsey & Co. 12.9 1
47 Kendrick Pierce & Co. 11.8 1
48 Keller & Co. 8.7 1
49 FIG Partners LLC 7.0 1
50 Feldman Financial Advisors Inc. 4.9 1


1 Deal value not available for at least one transaction.
2Includes Trident Securities, McDonald Investments, and Wallach Co.
* Excludes hostile/unsolicited and terminated transactions
Source: Highline Banking Data Services. To be added to the survey list, please e-mail dorourke@highlinedata.com.
© 2005 American Banker

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