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 130 depository institutions and a dedicated sales and trading desk that makes a market for 700+ 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
   
Read Bio
Chris Choate
Christopher W. Choate
Managing Director
St. Petersburg
   
Read Bio
Steve Egli
Steven J. Egli
Managing Director
San Francisco
   
Read Bio
Michael Mayes
Michael T. Mayes
Managing Director
New York
   
Read Bio
Sanjay Patel
Sanjay Patel
Managing Director
Chicago
   
Read Bio
Robert Toma
Robert J. Toma
Managing Director
Chicago
   
Read Bio
Bill Wagner
William Wagner
Managing Director
Raleigh
   
Read Bio
Michael Walker
Michael J. Walker
Managing Director
Chicago
   
Read Bio
Aaron DiRusso
Aaron C. DiRusso
Senior Vice President
San Francisco
   
Read Bio
Brian Nestor
Brian Nestor
Senior Vice President
St. Petersburg
   
Read Bio
Bio-no-photo
Charles Stubbs
Senior Vice President
Raleigh
   
Read Bio
Dan Weber
Daniel Weber
Senior Vice President
Chicago
   
Read Bio
emaily carry
Emily Carry
Vice President
St. Petersburg
   
Read Bio
Bio-no-photo
Allan Jean
Director of Mutual Conversions
Chicago
   
Read Bio
Bio-no-photo
Matthew Paramore
Vice President
Raleigh
   
Bio-no-photo
Nathan Strall
Vice President
Chicago
   
Read Bio

Transaction History

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

Recent News

Investment Banking  |  July 7, 2017
Raymond James Investment Banking wins two International Deal of the Year Awards from The M&A Advisor

View Press Release
Equity Research  |  July 5, 2017
Raymond James analysts received 16 awards in the 2017 Thomson Reuters Analyst Awards

View Press Release
Investment Banking  |  June 27, 2017
Deepened expertise in Technology Investment Banking: Jochen W. Schmidt joins European Advisory Board of Raymond James

View Press Release