Advisory Solutions for
Financial Institutions

Wall Street Execution with Main Street Service®

Find out how the PNC FIG Advisory team offers a
comprehensive suite of customized, unbiased services

Value-driven Strategies Designed Around the
Needs of Financial Institutions

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.



 

Balance Sheet Management

Manage Risk & Enhance Profitability

Whether you seek in-depth portfolio analysis, whole loan purchasing or selling, or efficient execution of fixed income securities trades, we match our seasoned capabilities to your needs.

Securities Portfolio

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.


Loan Transactions

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.

Proprietary Analytics

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.

1000+

Depository Institution Relationships



 

Mercado de capitales

Raise Equity & Debt

Our Capital Markets team works closely on behalf of publicly traded and private companies to deliver investor targeting and financial communications strategies to help increase shareholder value. Our capabilities include: transaction execution, deal and non-deal road shows, shareholder analysis, identifying prospective investors and message development.

Debt and Equity

As a full service FINRA broker-dealer, we provide direct access to the public and private equity and debt capital markets.

Capital Modeling and Analytics

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.

Investor Relation Services

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.


Banca de inversión

Maximize Value

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:

  • Dynamic Multi-Period Capital Plans
  • Merger & Acquisition Advisory
  • Fairness Opinions
  • Equity Valuations
  • Branch acquisition and sale
  • New Bank Startup

Deal Value more than $12.0 billion +

Our experienced executives have been advising clients for over a decade
with an aggregate deal value in excess of $12.0 billion.
 

Recent Deals

We consider ourselves an extension of each client's team and view their goals as our own,
enabling us to build long-term mutually beneficial relationships.

Acted as sole placement agent on a subordinated debt offering for

First Sentinel Bank

$10.5 million

PNC FIG Advisory
advised Evolve Bancorp, Inc.

marzo de 2022

Acted as sole placement agent on a subordinated debt offering for

First Sentinel Bank

$12.0 million

PNC FIG Advisory
advised Greenback Fincorp, Inc.

marzo de 2022

Acted as sole ESG structuring agent and joint bookrunner for a green bond subordinated note offering for

Forbright Bank

$125.0 million

PNC Capital Markets LLC
advised Congressional Bancshares, Inc.

diciembre de 2021

Industry Intelligence Library

 

Contactar

We value our relationships and strive to continuously provide our clients with ideas, insight, and solutions to help accelerate their success. Contact the FIG Advisory team by email or calling us at 866-240-3898 or 610-351-1633.

 

Brian DeRespiris
Capital Markets Group COO - Group Head
Head of Fixed Income

Rob Pachence
Managing Director
Co-Head of M&A and Capital Markets

Matthew Resch, CFA
Managing Director
Co-Head of M&A and Capital Markets


Kate Lynch
Managing Director

Mark Neff
Director

Jack Payne, CFA, CFP®
Managing Director

Eric Tesche
Managing Director

Andrew Underwood
Managing Director

Ryan Walker
Managing Director

Rick Weiss
Managing Director

Ideas y perspectivas

Stay current on the latest regional industry trends and insights with PNC FIG Advisory.

Obtener perspectivas sobre el mercado

Bancos de baja capitalización y de microcapitalización de Texas

Notas de PNC FIG Advisory Vault: Este informe presenta los aspectos destacados de 16 bancos de Texas que cotizan en bolsa cuyos activos son de entre $750 millones a $20 mil millones.

Lectura de 3 minutos

Obtener perspectivas sobre el mercado

Bancos de baja capitalización y microcapitalización en D. C., Delaware, Maryland y el norte de Virginia

Este informe presenta los 24 bancos que cotizan en bolsa en D. C., Delaware, Maryland y el norte de Virginia cuyos activos son de entre $500 millones y $20,000 millones.

Lectura de 2 minutos

Obtener perspectivas sobre el mercado

Bancos de capitalización baja y microcapitalización del norte de California

Notas de PNC FIG Advisory Vault: Este informe presenta los aspectos destacados de 26 bancos que cotizan en bolsa en NorCal cuyos activos son de entre $800 millones a $20,000 millones.

Lectura de 2 minutos

Divulgaciones legales importantes e Información

    No se considera que este material sea una investigación y no es un producto proveniente de ningún departamento de investigación. PNC Capital Markets LLC (“PNCCM”) o una compañía afiliada de PNCCM puede comercializar títulos o instrumentos que son objeto de este material o se mencionan en el mismo por cuenta propia para revenderlos a los clientes y, por consiguiente, puede tener interés en la propiedad de dichos instrumentos financieros. 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.

    Este material es únicamente informativo y no representa una oferta o solicitud para comprar o vender ningún título o instrumento ni para participar en ninguna estrategia comercial. Este material no presenta asesoramiento individual personalizado en temas de inversión. Ha sido elaborado sin tomar en cuenta las circunstancias financieras individuales y los objetivos de las personas que lo reciban. PNCCM considera que la información contenida en este material es fiable y precisa; sin embargo, ni PNCCM ni las compañías afiliadas de PNCCM hacen ninguna promesa o garantía con respecto a dicha fiabilidad o precisión.

    PNCCM no proporciona asesoramiento legal, de impuestos, financiero contable ni de inversión, ni ningún otro tipo de asesoramiento para ti ni para cualquier tercero. PNCCM no actúa en calidad de asesor ni fiduciario en forma alguna con respecto a proporcionar esta información, y ninguna información o material contenido en el presente se debe interpretar ya sea como proyecciones o predicciones. El rendimiento pasado no representa resultados futuros.

    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.

    Información importante para inversionistas: Los productos de corretaje y de seguro:

    No están asegurados por la FDIC • Sin Garantía Bancaria • No es un Depósito • No Están Asegurados por Ninguna Agencia del Gobierno Federal • Pueden Perder Valor

    Lee un resumen de los derechos de privacidad de los residentes de California que describe los tipos de información que recabamos, y cómo y por qué utilizamos dicha información.

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