Top Lead Financial Advisers by Number of Deals
August 11, 2014, 2:32 p.m. EDT 1 Min Read
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Top Lead Financial Advisers by Number of Deals
Top Lead Financial Advisers Ranked by Number of DealsPrimary advisers in domestic bank and thrift merger deals in the first half of 2014. Dollars in millions | ||||
|---|---|---|---|---|
| 2014 YTD Rank | 2013 FY Rank | Firm | Deals | Deal value |
| 1 | 1 | Sandler O'Neill & Partners LP | 28 | $2,994.9 |
| 2 | 2 | Keefe Bruyette & Woods1 | 26 | 3,251.1 |
| 3 | 7 | Sterne Agee & Leach Inc. | 13 | 1,024.3 |
| 4 | 9 | FIG Partners LLC | 8 | 177.4 |
| 5 | 7 | D.A. Davidson & Co. | 6 | 220.4 |
| 21 | Monroe Financial Partners Inc. | 6 | 69.6 | |
| 7 | 3 | Raymond James & Associates Inc. | 5 | 477.7 |
| 3 | Commerce Street Capital LLC | 5 | 325.2 | |
| 14 | Sheshunoff & Co. Investment Banking LP | 5 | 271.6 | |
| 21 | KPMG LLP | 5 | 61.7 | |
| 11 | 34 | SunTrust Robinson Humphrey Inc. | 4 | 311.8 |
| 12 | Banks Street Partners LLC | 4 | 127.9 | |
| 21 | Professional Bank Services Inc. | 4 | 81.0 | |
| 14 | Boenning & Scattergood Inc. | 4 | 54.1 | |
| 34 | Vining-Sparks IBG Ltd. Partnership | 4 | 32.1 | |
| 16 | 43 | FinPro Inc. | 3 | 239.7 |
| 3 | Hovde Group LLC | 3 | 181.5 | |
| 16 | Macquarie Capital (USA) Inc. | 3 | 149.4 | |
| 34 | Chaffe & Associates Inc. | 3 | 3.9 | |
| 20 | 34 | RP Financial LC | 2 | 317.1 |
| 43 | Mercer Capital | 2 | 239.5 | |
| 9 | RBC Capital Markets LLC | 2 | 233.2 | |
| 16 | DD&F Consulting Group | 2 | 43.0 | |
| 21 | Bank Advisory Group LLC | 2 | 21.8 | |
| 43 | Findley Group | 2 | 17.6 | |
| 21 | Austin Associates LLC | 2 | 16.9 | |
| 16 | National Capital LLC | 2 | 3.9 | |
| 21 | Eide Bailly LLP | 2 | NA | |
| 43 | Gerrish McCreary Smith PC | 2 | NA | |
| 43 | Wipfli LLP | 2 | NA | |
| 31 | 43 | Bank of America Merrill Lynch | 1 | 676.4 |
| NR | MG Advisors Inc. | 1 | 312.8 | |
| NR | Stephens Inc. | 1 | 216.0 | |
| 34 | Houlihan Lokey Inc. | 1 | 182.9 | |
| 43 | Donnelly Penman & Partners Inc. | 1 | 120.0 | |
| 11 | Griffin Financial Group LLC | 1 | 77.8 | |
| NR | Guggenheim Securities LLC | 1 | 76.5 | |
| NR | Mufson Howe Hunter & Co. LLC | 1 | 55.0 | |
| NR | Broadmark Capital LLC | 1 | 52.0 | |
| NR | MDI Investments Inc. | 1 | 52.0 | |
| NR | Navigant Capital Advisors LLC | 1 | 52.0 | |
| NR | Wunderlich Securities Inc. | 1 | 43.0 | |
| NR | GBQ Consulting LLC | 1 | 37.7 | |
| NR | Olsen Palmer LLC | 1 | 32.7 | |
| NR | Ostrowski & Co. Inc. | 1 | 28.5 | |
| NR | The Burke Group LLC | 1 | 15.5 | |
| 21 | Rolf Perrin & Associates P.C. | 1 | 8.4 | |
| 21 | CrossFirst Advisors LLC | 1 | 6.7 | |
| NR | Western Financial Corp. | 1 | 6.2 | |
| NR | Capital Resources Group Inc. | 1 | NA | |
| 43 | CliftonLarsonAllen LLP | 1 | NA | |
| 34 | Cummings & Co. LLC | 1 | NA | |
| NR | FinSer Corp. | 1 | NA | |
| NR | First Annapolis Consulting Inc. | 1 | NA | |
| 21 | Goldman Sachs & Co. | 1 | NA | |
| NR | Hopkins & Howard | 1 | NA | |
| NR | Market Cap LLC | 1 | NA | |
| NR | McAuliffe Financial LLC | 1 | NA | |
| 43 | Oak Ridge Financial Services Group Inc. | 1 | NA | |
| NR | Paces Battle Group Inc. | 1 | NA | |
| NR | Southard Financial | 1 | NA | |
*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