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Top Lead Financial Advisers by Deal Value

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Top Lead Financial Advisers by Deal Value

Top Lead Financial Advisers Ranked by Deal ValuePrimary advisers in domestic bank and thrift merger deals in the first half of 2014. Dollars in millions
Published August 11, 2014

2014 YTD
Rank
2013 FY
Rank
Firm Deal value Number of deals
1 3 Keefe Bruyette & Woods1 26 $3,251.1
2 1 Sandler O'Neill & Partners LP* 28 2,994.9
3 12 Sterne Agee & Leach Inc. 13 1,024.3
4 16 Bank of America Merrill Lynch 1 676.4
5 7 Raymond James & Associates Inc. 5 477.7
6 24 Commerce Street Capital LLC* 5 325.2
7 53 RP Financial LC 2 317.1
8 NR MG Advisors Inc. 1 312.8
9 40 SunTrust Robinson Humphrey Inc. 4 311.8
10 21 Sheshunoff & Co. Investment Banking LP* 5 271.6
11 64 FinPro Inc.* 3 239.7
12 43 Mercer Capital 2 239.5
13 8 RBC Capital Markets LLC 2 233.2
14 14 D.A. Davidson & Co.* 6 220.4
15 NR Stephens Inc. 1 216.0
16 NR Houlihan Lokey Inc. 1 182.9
17 22 Hovde Group LLC 3 181.5
18 26 FIG Partners LLC* 8 177.4
19 13 Macquarie Capital (USA) Inc. 3 149.4
20 30 Banks Street Partners LLC 4 127.9
21 51 Donnelly Penman & Partners Inc. 1 120.0
22 42 Professional Bank Services Inc.* 4 81.0
23 15 Griffin Financial Group LLC 1 77.8
24 NR Guggenheim Securities LLC 1 76.5
25 60 Monroe Financial Partners Inc.* 6 69.6
26 38 KPMG LLP* 5 61.7
27 NR Mufson Howe Hunter & Co. LLC 1 55.0
28 18 Boenning & Scattergood Inc.* 4 54.1
29 NR Broadmark Capital LLC 1 52.0
  NR MDI Investments Inc. 1 52.0
  NR Navigant Capital Advisors LLC 1 52.0
32 20 DD&F Consulting Group* 2 43.0
  NR Wunderlich Securities Inc. 1 43.0
34 NR GBQ Consulting LLC 1 37.7
35 NR Olsen Palmer LLC 1 32.7
36 NR Vining-Sparks IBG Ltd. Partnership* 4 32.1
37 NR Ostrowski & Co. Inc. 1 28.5
38 19 Bank Advisory Group LLC 2 21.8
39 61 Findley Group 2 17.6
40 34 Austin Associates LLC 2 16.9
41 NR The Burke Group LLC 1 15.5
42 54 Rolf Perrin & Associates P.C. 1 8.4
43 39 CrossFirst Advisors LLC 1 6.7
44 NR Western Financial Corp. 1 6.2
45 41 Chaffe & Associates Inc.* 3 3.9
  50 National Capital LLC* 2 3.9


*Deal value for at least one deal is not available. NR = not ranked; NA = not available; 1 = A Stifel company. In-house advisers are included. Whole deals are included. Terminated deals are excluded. In the event advisers merge or an adviser is purchased by the parent of another adviser, SNL retroactively adjusts historic rankings to the single, highest-level adviser. If the buyer is already receiving credit for a particular deal, it will not receive additional credit following the merger.

Source:

SNL Financial
, Charlottesville, Va.
© 2014 American Banker

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