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, Head of Financial Services
New York
   
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Chris Choate
Christopher W. Choate
Managing Director
St. Petersburg
   
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Aaron DiRusso
Aaron C. DiRusso
Managing Director
San Francisco
   
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Steve Egli
Steven J. Egli
Managing Director
San Francisco
   
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Bio-no-photo
Bob Hutchinson
Managing Director
Boston
   
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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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Bob 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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Dan Weber
Daniel Weber
Managing Director
Chicago
   
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Brian Nestor
Brian Nestor
Director
St. Petersburg
   
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Matt Paramore
Director
Raleigh
   
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Andrew Stager
Director
Boston
   
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Matt Polanin
Vice President
Chicago
   
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Brandon Van Heyde
Brandon Van Heyde
Vice President
Chicago
   
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Allan Jean
Allan Jean
Director of Mutual Services
Raleigh
   
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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  |  November 1, 2019

Raymond James adds James Kim to Health Care Investment Banking

Read More about Raymond James adds James Kim to Health Care Investment Banking
Investment Banking  |  October 23, 2019

Raymond James adds multiple professionals to Financial Services Investment Banking practice

Read More about Raymond James adds multiple professionals to Financial Services Investment Banking practice
Investment Banking  |  October 16, 2019

Raymond James and Amegy Bank form strategic alliance to expand lending, investment banking, and capital markets capabilities to energy clients

Read More about Raymond James and Amegy Bank form strategic alliance to expand lending, investment banking, and capital markets capabilities to energy clients