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Top Lead Financial Advisers by Value of Deals

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Top Lead Financial Advisers by Value of Deals

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

Rank   Deal value Deals
1 Goldman, Sachs and Co. $35,747.9 4
2 Morgan Stanley 34,701.4 4
3 Lehman Brothers Inc. 32,917.1 3
4 UBS Investment Bank 21,378.1 2
5 Banc of America Securities LLC 21,000.0 1
6 Keefe, Bruyette and Woods Inc.* 20,452.9 50
7 Sandler O'Neill and Partners LP* 17,867.2 47
8 JPMorgan Securities Inc. 12,070.7 4
9 TD Securities Inc. 9,165.7 1
10 Credit Suisse (USA) Inc. 4,493.6 1
11 RBC Capital Markets Corp.* 2,586.6 6
12 Hovde Financial LLC* 2,117.1 18
13 Merrill Lynch and Co. Inc. 1,784.3 1
14 Stifel, Nicolaus and Co. Inc. 1,476.4 17
15 Citigroup Global Markets Inc.* 1,398.0 4
16 McColl Partners LLC 1,147.9 2
17 Howe Barnes Hoefer and Arnett Inc. 1,104.3 23
18 Bear, Stearns and Co. Inc. 853.4 3
19 Griffin Financial Group LLC 851.8 1
20 Janney Montgomery Scott LLC* 671.3 5
21 Lazard Freres and Co. LLC 610.0 1
21 Rothschild Inc. 610.0 1
23 Davenport and Co. LLC 440.3 2
24 Boenning and Scattergood Inc. 439.1 2
25 Kafafian Group Inc. 354.9 4
26 BankersBanc Capital Corp. 325.9 4
27 Austin Associates LLC 295.6 12
28 Burke Capital Group LLC 273.7 2
29 FIG Partners LLC* 258.2 4
30 SAMCO Capital Markets Inc.* 241.2 11
31 FinPro Inc. 241.0 4
32 Milestone Advisors LLC 225.8 3
33 D.A. Davidson and Co. 222.1 4
34 Bank Advisory Group LLC* 212.0 6
35 McConnell, Budd and Romano Inc. 205.3 2
36 Sheshunoff and Co. Investment Banking LP* 196.1 8
37 Carson Medlin Co.* 192.4 5
38 Broadspan Securities LLC 175.0 1
39 BB&T Capital Markets 164.4 1
40 SunTrust Robinson Humphrey Inc.* 153.7 2
41 McAdams Wright Ragen Inc. 145.5 5
42 Austin Financial Services Inc. 145.2 2
42 Renninger and Associates LLC 145.2 2
44 Friedman, Billings, Ramsey and Co. Inc. 140.6 1
45 BMO Financial Group 136.9 1
46 Donnelly Penman and Partners Inc.* 124.4 5
47 SMH Capital Inc. 123.8 1
48 DD&F Co.nsulting Group* 119.1 6
49 Performance Trust Capital Partners Inc. 111.0 2
50 Robert W. Baird and Co. Inc. 105.2 1
51 Professional Bank Services Inc. 94.4 4
52 Castle Creek Financial LLC 80.0 1
53 National Capital LLC* 74.3 6
54 CCFW Inc. 72.7 2
55 KeyBanc Capital Markets 65.5 1
56 RP Financial, LC 62.5 3
57 Danielson Capital LLC 58.9 2
58 Feldman Financial Advisors Inc. 54.7 2
59 Northeast Capital and Advisory Inc. 48.4 2
60 RSM McGladrey Inc.* 44.1 5
61 Orr Group LLC 41.8 1
62 T. Stephen Johnson and Associates Inc. 41.3 3
63 McKinnon and Co. Inc. 41.2 1
64 St. Charles Capital LLC* 41.0 3
65 Allen C. Ewing and Co. 38.8 2
66 Raymond James and Associates Inc. 37.5 1
67 Peacock, Hislop, Staley and Given Inc. 35.7 1
68 Curtis Financial Group LLC* 33.3 2
69 FinSer Corp. 33.0 1
70 Southard Financial 32.5 1
71 Chaffe and Associates Inc. 29.7 3
72 Findley Group 24.6 1
73 Baxter Fentriss and Co.* 24.3 3
74 David A. Noyes and Co. 19.8 1
75 Rolf Perrin and Associates, PC 18.8 1
76 Sterne, Agee and Leach Inc. 18.4 1
77 Gerrish McCreary Smith, PC 16.9 2
78 Prairie Capital Services Inc. 16.0 1
79 Commerce Street Capital LLC 13.8 1
80 Equity Research Services Inc. 13.4 1
81 Capital Corp. LLC* 13.1 4
82 Mercer Capital 12.0 1
83 Keller and Co. Inc.* 11.0 3
84 Morgan Keegan and Co. Inc. 5.5 1
85 Anderson and Strudwick Inc. 3.2 1
86 Edelman and Co. Ltd. 1.6 1
87 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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