Banks
A holistic approach to understanding each client’s unique needs
80+
Professionals focused on banks
55+
Speaking engagements at industry conferences, regional banking associations and forums in 2022
2,000
Approximate number of banks under coverage
Our capabilities
Industry-leading balance sheet strategy
Our team of balance sheet professionals is highly skilled at identifying risks, opportunities and hedging strategies in all corners of a bank's balance sheet.
Knowledge-based advisory partnerships with clients
We combine analytical, economic, accounting, regulatory and public speaking expertise into specific strategies and educational services for banks. Our ALM process is ALCO/Board/Examiner-friendly and focuses on capital management, as well as in-depth liquidity analysis.
Access to the No. 1 ranked M&A advisor in the financial services industry*
Piper Sandler offers uniquely close collaboration with our industry-leading financial services investment bankers and sales team. This allows us to offer broad view solutions, such as secondary capital raises, merger & acquisition services, strategic planning events for management and board, as well as multi-year pro forma modeling to better prepare for industry trends such as the rise of FinTechs, industry consolidation and discussions around online banking.
*Includes deals with announced deal values and all U.S. bank & thrift transactions announced since 2015; Rankings exclude terminated transactions and self-advisory roles.
Source: S&P Global Market Intelligence; data as of October 9, 2022
Firm-wide resources
We work in close collaboration with Piper Sandler’s financial strategies group, debt capital markets group and investment banking division. Our team is also bolstered by the loan strategies group and the trading desk, which provide indispensable access and knowledge for leveraging initial issuance in the secondary market.
Why partner with us?
Our holistic, client-focused approach and wide-ranging capabilities allow us to provide strategic solutions that satisfy the full-range of different bank models. If investments are not the right solution for a particular client, we offer possible secondary loan purchase options that may be more beneficial than securities. With the financial strategies group, we also look at derivatives to fix interest rate issues. Our team takes a close look at each client's distinct balance sheet, interest rate risk, liquidity and cashflow to offer the right solutions for their particular needs.
