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Asset & Wealth Management Investment Banking
A leading provider of M&A and capital raising services to the asset & wealth management industry
No. 1
Ranked asset & wealth management industry M&A advisor1
$43B+
Aggregate transaction value*
$20B+
Equity and debt capital raised*
12
Dedicated bankers
100+
Combined years of senior banker experience
60+
M&A transactions completed*
*Reflects data since senior team joined Sandler O’Neill from 3/1/11 to 12/31/22. Full deal value credited to underwriter for capital raise transactions.
1 Source: S&P Capital IQ Pro. Includes U.S. asset and wealth management, investment banking, brokerage, and capital markets transactions announced from 1/1/18 to 12/31/22 with disclosed deal values.
The Piper Sandler asset & wealth management investment banking group is comprised of highly experienced bankers dedicated solely to advising asset & wealth management industry clients on M&A, public and private capital raising, and other strategic transactions.
Client Focus
- Provide independent, unconflicted advice
- Deliver tailored solutions based on our client’s strategic and transaction objectives
- Quick, seamless, and discrete processes with bulge bracket execution
- Dedicated senior bankers engage in all aspects of a transaction
Best Execution
- Deep knowledge of our client’s businesses and active pulse on industry trends
- Highly experienced across M&A and capital markets transactions and complex transaction structuring
- Long-standing relationships with senior executives and key decision makers
- Experienced deal team enables clients to remain focused on core business operations
