Find out how the PNC FIG Advisory team offers a
comprehensive suite of customized, unbiased services
The PNC FIG Advisory team’s solutions help banks, thrifts, credit unions, insurance companies, trust companies, asset managers and other financial institutions achieve their strategic goals.
Working closely with your board and senior management we can help you develop a strategic plan that mitigates risk, achieves objectives, maximizes earnings and enhances stakeholder value.
Our unique analytical, client-first approach to your securities portfolio known as SMART helps formulate strategies based on the holistic needs of each individual client. We consider such factors as liquidity, yield, credit and interest rate risk, and overall balance sheet composition to deliver and implement customized recommendations using a differentiated execution model.
Using the intelligence we track across more than 600 depository institution relationships, we can help you acquire or sell loans that compliment your desired loan portfolio allocation.
By helping our clients understand the risk components within their portfolio, and with each potential trade, we are able to make recommendations that are in sync with management’s overall strategy and the intended role of the securities portfolio.
As a full service FINRA broker-dealer, we provide direct access to the public and private equity and debt capital markets.
We work diligently to identify the right amount and type of capital needed to optimize our clients’ capital structures, and to assist with meeting regulatory requirements.
Our team regularly schedules client management teams with one-on-one meetings with institutional and high net worth depository investors. Our aftermarket and ongoing support helps build and sustain our clients’ market valuations and stockholder liquidity.
The hallmark of our investment banking philosophy revolves around helping clients achieve their strategic objectives and maximizing shareholder and stakeholder value through dialogue and collaboration. In other words, we are not transactionally focused like many in our industry, but focused on delivering unbiased advisory solutions and results in the best interest of our clients.
Over the years we have worked diligently to forge our reputation as a trusted advisor and source of in-depth industry knowledge. Advising public, private and mutual clients alike, our ultimate goal is always meeting the needs of our clients and providing exceptional service.
Investment banking services include:
|December 11, 2019||Will Simplified Capital Rules Affect Community Bank Debt Issuance?|
|September 24, 2019||Flat/Inverted Yield Curve — Look Beyond the Horizon|
|July 22, 2019||A Look at LIBOR's Expiration—The Race Is On|
|June 20, 2019||An Ideal Time to Issue Debt|
|May 28, 2019||FASB Hedging Rule Update Should Help|
|April 24, 2019||Get Flexible, Play Defense and Be Opportunistic|
|October 15, 2018||Bank Peer Analysis|
|July 29, 2016||DuPont Model|
|May 4, 2016||HTM vs. AFS Decision for Community Banks|
|January 10, 2020||A Look at New Jersey
|December 18, 2019||A Look at Pennsylvania
|October 28, 2019||A Look at Ohio
|September 16, 2019||A Look at New England
|August 14, 2019||Will Fintech Result in More Deals?
|July 2, 2019||A Look at Delaware, Maryland, Northern Virginia, and Washington D.C.
|June 17, 2019||A Look at Pennsylvania, New Jersey, and New York
|November 8, 2018||Driving Franchise Value - Who Needs Assets|
|July 13, 2018||Are Your Bank's Returns Exceeding Cost of Capital|
|May 5, 2017||Core Deposit Premiums|
|February 2, 2017||M&A the Investment Portfolio|
|July 29, 2016||The Earn-Back Period|
|November 23, 2020||Mid-South Community Banks: Review & Outlook|
|November 18, 2020||West & Southwest Community Banks: Review & Outlook|
|November 12, 2020||Midwest Community Banks: 3rd Quarter Round-up & Outlook|
|November 5, 2020||Mid-Atlantic & Northeast Community Banks: 3rd Quarter Round-up & Outlook|
|August 7, 2020||Mid-Atlantic & Northeast Community Banks: 2nd Quarter Round-up & Outlook|
|November 25, 2019||Highlights From KPMG 2019 Banking and Finance Symposium|
|May 1, 2019||Highlights From the Philadelphia Business Journal Banking Panel|
|December 20, 2018||3 Ways Digital Advice Is Changing the Banking Industry|
|November 15, 2018||Where Theory Meets Practice: Words Matter|
|October 4, 2018||BlockChain Technology
|July 13, 2018||Lates Research Confirms the Importance of Growth
|June 30, 2018||Theory Meets Practice - Is Your Bank Under or Over Investing for the Future
|Quarter 4, 2020||A Look at Bank Valuations
|Quarter 2, 2020||Mergers & Acquisitions: Prepare For The Next Wave
|Quarter 1, 2020||Asset/Liability Management: How To Optimize Your Risk/Reward Ratio
|Quarter 4, 2019||Deriving Your Objectives: How Incorporating Derivatives Into Your Balance Sheet Strategy Can Drive Positive Outcomes
|Quarter 3, 2019||Asset/Liability Management: An Annual Time to Issue Debt
|February 26, 2021
||PNC FIG Advisory Advises Landmark Bancorp, Inc. on $43 Million Announced Acquisition by Fidelity D & D Bancorp, Inc.|
|November 23, 2020
||FineMark Holdings Completes Private Placement of Subordinated Notes|
|November 19, 2020
||PNC FIG Advisory Advises the PNC Financial Services Group, Inc. on $11.6 Billion Acquisition OF BBVA USA Banchshares, Inc.|
|November 2, 2020
||PNC FIG Advisory Serves as Active Joint Bookrunner for $225 Million Subordinated Debt Issuance by Sterling Bancorp|
|October 27, 2020
||PNC FIG Advisory Serves as Co-Manager for $200 Million Preferred Stock Issuance by Fulton Financial Corp.|
|October 19, 2020
||PNC FIG Advisory Serves as Placement Agent for $20.25 Million Subordinated Debt Issuance by Oconomowoc Bancshares, Inc.|
|October 8, 2020
||PNC FIG Advisory Serves as Co-Lead Manager for $25.0 Million Subordinated Debt Issuance by Hanover Bancorp, Inc.|
|October 6, 2020
||PNC FIG Advisory Advises UFS Bancorp on $10 Million Senior Debt Private Placement|
||PNC FIG Advisory, part of PNC Capital Markets LLC is Co-Lead Manager for $100 Million Subordinated Debt Issuance by Univest Financial Corporation|
|June 3, 2020
||PNC FIG Advisory Advises TriState Capital Holdings, Inc.|
|May 19, 2020
||PNC FIG Advisory Advises Mission Bancorp on $10 Million Subordinated Debt Private Placement|
|December 18, 2019||PNC FIG Advisory, Inc. Advises Kearny Financial Corp. on $94 Million Announced Acquisition of MSB Financial Corp.
|October 21, 2019||PNC FIG Advisory, Inc. Advises Steuben Trust Corporation on $107 Million Announced Acquisition by Community Bank System, Inc.
Managing Director, Group Head
Jack Payne, CFA, CFP®
Matthew Resch, CFA
Stay current on the latest regional industry trends and insights with PNC FIG Advisory.
Gain Market Insight
This report highlights 16 publicly traded banks with assets between $750 million and $20 billion.
1 min read
Gain Market Insight
Notes from the PNC Capital Markets Vault: This report focuses on 11 publicly-traded banks in Western PA with total assets between $800 M and $15 B.
2 min read
Gain Market Insight
This report highlights 24 publicly traded banks based in Delaware, Maryland, Northern Virginia with assets between $500 million and $15.0 billion.
1 min read
This material is not considered research and is not a product of any research department. PNC Capital Markets LLC (“PNCCM”) or an affiliate of PNCCM may trade the securities or instruments that are the subject of or mentioned in this material for its own account for resale to clients and, as a result, may have an ownership interest in these financial instruments. The author is a fixed income trader or salesperson for PNC FIG Advisory, a part of PNCCM, and this firm may have purchased or sold the financial instruments that are the subject of this material prior to publication.
This material is informational only and is not intended as an offer or a solicitation to buy or sell any security or instrument or to participate in any trading strategy. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. PNCCM believes the information contained in this material to be reliable and accurate, but neither PNCCM nor any affiliate of PNCCM makes any guaranty or warranty as to its reliability or accuracy.
PNCCM is not providing investment, legal, tax, financial, accounting or other advice to you or any other party. PNCCM is not acting as an advisor or fiduciary in any respect in connection with providing this information, and no information or material contained herein is to be construed as either projections or predictions. Past performance is not indicative of future results.
PNCCM is a member of FINRA and SIPC, and is a wholly owned subsidiary of The PNC Financial Services Group, Inc. (“PNC”). Investment banking and capital markets activities are conducted by PNC through its subsidiaries PNC Bank, National Association, PNCCM, Harris Williams LLC, Solebury Capital LLC, and Sixpoint Partners LLC. Services such as public finance investment banking services, securities underwriting, and securities sales and trading are provided by PNCCM.
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