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Top Lead Financial Advisers Ranked by Deal Value

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Top Lead Financial Advisers Ranked by Deal Value

Top Lead Financial Advisers Ranked by Deal ValuePrimary advisers in domestic bank and thrift merger deals in the first half of 2010. Dollars in millions
Published August 11, 2010

2010
Rank
2009
Rank
Firm Deal value Deals
1 1 Sandler O’Neill & Partners LP* $326.7 9
2 NR Morgan Stanley 241.7 2
3 2 Keefe Bruyette & Woods Inc.* 194.6 18
4 NR Bank of America Merrill Lynch 191.7 1
4 8 Goldman Sachs & Co. 191.7 1
6 NR RBC Capital Markets Corp. 158.3 1
7 NR Donnelly Penman & Partners Inc. 88.9 2
8 10 FinPro Inc.* 87.0 4
9 NR Boenning & Scattergood Inc. 34.5 1
10 11 Stifel Nicolaus & Co. Inc. 29.5 2
11 NR McAuliffe Financial LLC 23.5 1
12 NR Janney Montgomery Scott LLC 20.3 1
13 14 Howe Barnes Hoefer & Arnett Inc.* 20.0 3
14 NR Northeast Capital & Advisory Inc.* 19.5 2
31 Ostrowski & Co. Inc. 19.5 1
16 14 Professional Bank Services Inc. 16.1 1
17 NR Feldman Financial Advisors Inc. 15.7 1
NR Milestone Advisors LLC 15.7 1
19 NR Griffin Financial Group LLC 14.7 1
20 22 Carson Medlin Co.* 9.9 2
20 NR Financial Performance Partners LLC 9.9 1
22 NR Cedar Hill Advisors LLC 8.0 1
23 NR Garland McPherson & Associates Inc. 5.5 1
NR Kafafian Group Inc. 5.5 1
24 NR Allen C. Ewing & Co. 3.2 1
NR Wunderlich Securities Inc. 3.2 1

*Deal value for at least one deal is not available. NR = not ranked; NA = not available In-house advisers and whole bank and thrift deals are included. Terminated deals are excluded. Rankings are recalculated as of Jan. 6, 2010. 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.
© 2010 American Banker

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