Bank & Thrift Investment Banking

Innovative strategies. Personalized advice.

At Raymond James, our primary investment banking focus extends from community and regional banks to global money centers and thrift institutions nationwide. Our approach to business involves establishing long-term relationships with high-performing organizations and providing customized advice on topics including capital formation, whole bank and branch acquisitions and divestitures, stock repurchases and capital deployment. Our premier bank and thrift practice is supported by research coverage for over 125 depository institutions and a dedicated sales and trading desk that makes a market for over 600 community bank stocks.

Bank & Thrift Subsector Expertise

  • Community Banks
  • Industrial Banks
  • Regional Banks
  • Super-regional Banks
  • Thrifts

Senior Banking Team

John Roddy Bio Pic
John Roddy
Managing Director, Co-Head of Financial Services
New York
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Chris Choate
Christopher W. Choate
Managing Director
St. Petersburg
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Michael Mayes
Michael T. Mayes
Managing Director
New York
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Sanjay Patel
Sanjay Patel
Managing Director
Chicago
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Robert Toma
Robert J. Toma
Managing Director
Chicago
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Bill Wagner
William Wagner
Managing Director
Raleigh
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Michael Walker
Michael J. Walker
Managing Director
Chicago
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Aaron DiRusso
Aaron C. DiRusso
Senior Vice President
San Francisco
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Brian Nestor
Brian Nestor
Senior Vice President
St. Petersburg
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Bio-no-photo
Charles Stubbs
Senior Vice President
Raleigh
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Dan Weber
Daniel Weber
Senior Vice President
Chicago
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Transaction History

Transaction history may include a transaction completed by a Raymond James banker while at a former firm.

Recent News

Investment Banking  |  January 17, 2017
Raymond James and BBVA Compass form strategic alliance to expand lending and capital markets capabilities to real estate clients

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Investment Banking  |  January 16, 2017
Dr. Burkhard Weber to strengthen Raymond James' M&A advisory offering in Germany

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Investment Banking  |  January 3, 2017
Raymond James forms Activism Response and Contested Situations Investment Banking practice

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