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Top Lead Financial Advisers by Number of Deals

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Top Lead Financial Advisers by Number of Deals

Top Lead Financial Advisers by Number of DealsPrimary advisers in domestic bank and thrift merger deals announced in 2007. Dollars in millions
Published February 12, 2008

Rank   Deals Deal value
1 Keefe, Bruyette and Woods Inc.* 50 $20,452.9
2 Sandler O'Neill and Partners LP* 47 17,867.2
3 Howe Barnes Hoefer and Arnett Inc. 23 1,104.3
4 Hovde Financial LLC* 18 2,117.1
5 Stifel, Nicolaus and Co. Inc. 17 1,476.4
6 Austin Associates LLC 12 295.6
7 SAMCO Capital Markets Inc.* 11 241.2
8 Sheshunoff and Co. Investment Banking LP* 8 196.1
9 RBC Capital Markets Corp.* 6 2,586.6
  Bank Advisory Group LLC* 6 212.0
  DD&F Co.nsulting Group* 6 119.1
  National Capital LLC* 6 74.3
13 Janney Montgomery Scott LLC* 5 671.3
  Carson Medlin Co.* 5 192.4
  McAdams Wright Ragen Inc. 5 145.5
  Donnelly Penman and Partners Inc.* 5 124.4
  RSM McGladrey Inc.* 5 44.1
18 Goldman, Sachs and Co. 4 35,747.9
  Morgan Stanley 4 34,701.4
  JPMorgan Securities Inc. 4 12,070.7
  Citigroup Global Markets Inc.* 4 1,398.0
  Kafafian Group Inc. 4 354.9
  BankersBanc Capital Corp. 4 325.9
  FIG Partners LLC* 4 258.2
  FinPro Inc. 4 241.0
  D.A. Davidson and Co. 4 222.1
  Professional Bank Services Inc. 4 94.4
  Capital Corp. LLC* 4 13.1
29 Lehman Brothers Inc. 3 32,917.1
  Bear, Stearns and Co. Inc. 3 853.4
  Milestone Advisors LLC 3 225.8
  RP Financial, LC 3 62.5
  T. Stephen Johnson and Associates Inc. 3 41.3
  St. Charles Capital LLC* 3 41.0
  Chaffe and Associates Inc. 3 29.7
  Baxter Fentriss and Co.* 3 24.3
  Keller and Co. Inc.* 3 11.0
38 UBS Investment Bank 2 21,378.1
  McColl Partners LLC 2 1,147.9
  Davenport and Co. LLC 2 440.3
  Boenning and Scattergood Inc. 2 439.1
  Burke Capital Group LLC 2 273.7
  McConnell, Budd and Romano Inc. 2 205.3
  SunTrust Robinson Humphrey Inc.* 2 153.7
  Austin Financial Services Inc. 2 145.2
  Renninger and Associates LLC 2 145.2
  Performance Trust Capital Partners Inc. 2 111.0
  CCFW Inc. 2 72.7
  Danielson Capital LLC 2 58.9
  Feldman Financial Advisors Inc. 2 54.7
  Northeast Capital and Advisory Inc. 2 48.4
  Allen C. Ewing and Co. 2 38.8
  Curtis Financial Group LLC* 2 33.3
  Gerrish McCreary Smith, PC 2 16.9
55 Banc of America Securities LLC 1 21,000.0
  TD Securities Inc. 1 9,165.7
  Credit Suisse (USA) Inc. 1 4,493.6
  Merrill Lynch and Co. Inc. 1 1,784.3
  Griffin Financial Group LLC 1 851.8
  Lazard Freres and Co. LLC 1 610.0
  Rothschild Inc. 1 610.0
  Broadspan Securities LLC 1 175.0
  BB&T Capital Markets 1 164.4
  Friedman, Billings, Ramsey and Co. Inc. 1 140.6
  BMO Financial Group 1 136.9
  SMH Capital Inc. 1 123.8
  Robert W. Baird and Co. Inc. 1 105.2
  Castle Creek Financial LLC 1 80.0
  KeyBanc Capital Markets 1 65.5
  Orr Group LLC 1 41.8
  McKinnon and Co. Inc. 1 41.2
  Raymond James and Associates Inc. 1 37.5
  Peacock, Hislop, Staley and Given Inc. 1 35.7
  FinSer Corp. 1 33.0
  Southard Financial 1 32.5
  Findley Group 1 24.6
  David A. Noyes and Co. 1 19.8
  Rolf Perrin and Associates, PC 1 18.8
  Sterne, Agee and Leach Inc. 1 18.4
  Prairie Capital Services Inc. 1 16.0
  Commerce Street Capital LLC 1 13.8
  Equity Research Services Inc. 1 13.4
  Mercer Capital 1 12.0
  Morgan Keegan and Co. Inc. 1 5.5
  Anderson and Strudwick Inc. 1 3.2
  Edelman and Co. Ltd. 1 1.6
  BKD Corporate Finance LLC* 1 -
  HAS Associates Inc.* 1 -
  Kendrick Pierce Securities Inc.* 1 -
  Roth and Co., PC* 1 -

* Deal value for at least one deal is not available. Excludes terminated deals.

Note: 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.

© 2008 American Banker
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