Top Lead Financial Advisers Ranked by Dollar Value of Deals
Top Lead Financial Advisers by Dollar Value of DealsPrimary advisers in domestic bank and thrift merger deals announced in 2009. Dollars in millions | ||||
|---|---|---|---|---|
| 2009 Rank | 2008 Rank | Firm | Deal value | Deals |
| 1 | 4 | Sandler O’Neill & Partners LP* | $804.2 | 17 |
| 2 | 9 | Keefe Bruyette & Woods Inc.* | 692.8 | 15 |
| 3 | 22 | Hovde Financial LLC* | 485.2 | 6 |
| 4 | 13 | Stifel Nicolaus & Co. Inc.* | 451.9 | 6 |
| 5 | 2 | J.P. Morgan Securities Inc. | 239.8 | 1 |
| 6 | 31 | RP Financial LC* | 157.0 | 2 |
| 7 | NR | Endicott Group | 107.8 | 2 |
| 8 | NR | Cary Street Partners LLC | 105.4 | 1 |
| 9 | 1 | Goldman Sachs & Co. | 93.0 | 1 |
| 10 | 33 | Austin Associates LLC | 80.8 | 5 |
| 11 | 50 | FinPro Inc.* | 54.0 | 3 |
| 12 | NR | Raymond James & Associates Inc. | 36.9 | 1 |
| 13 | 17 | Carson Medlin Co. | 34.2 | 4 |
| 14 | 36 | Financial Management Consulting Group LLC | 32.4 | 1 |
| 34 | Professional Bank Services Inc. | 32.4 | 1 | |
| 16 | 26 | Howe Barnes Hoefer & Arnett Inc.* | 31.7 | 8 |
| 17 | 40 | D.A. Davidson & Co.* | 28.0 | 3 |
| 18 | 14 | Sheshunoff & Co. Investment Banking LP | 17.5 | 1 |
| 19 | 44 | St. Charles Capital LLC | 16.8 | 2 |
| 20 | 39 | Commerce Street Capital LLC | 16.4 | 2 |
| 21 | NR | Millennium Global Capital LLC | 15.9 | 1 |
| 22 | 30 | Capital Corp. LLC | 12.6 | 2 |
| 23 | NR | Cohen & Co. Securities LLC | 11.0 | 1 |
| NR | Milestone Advisors LLC | 11.0 | 1 | |
| 25 | NR | Capital Market Securities Inc. | 10.8 | 1 |
| 26 | NR | CCFW Inc. | 10.5 | 1 |
| 27 | NR | Gerrish McCreary Smith PC | 9.9 | 2 |
| 28 | NR | Cummings & Co. LLC | 9.6 | 1 |
| NR | Renninger & Associates LLC* | 9.6 | 2 | |
| 30 | 38 | Orr Group LLC | 8.3 | 1 |
| 31 | NR | CrossFirst Advisors LLC | 7.5 | 1 |
| 32 | NR | Ostrowski & Co. Inc.* | 7.1 | 2 |
| 33 | 49 | DD&F Consulting Group | 6.0 | 1 |
| 34 | NR | RubinBrown Brokerage Services LLC | 4.6 | 1 |
| 35 | NR | Varney & Associates CPAs LLC | 2.7 | 1 |
| 36 | NR | Southard Financial | 0.6 | 1 |
| 37 | NR | David H. Lavine CPA LLC | 0.3 | 1 |
*Deal value for at least one deal is not available. NR - not ranked; NA - not available. In-house advisers are included. Whole deals are included. Terminated deals are excluded. Rankings are recalculated as of Jan. 6, 2010. In 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:
© 2010 American Banker