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Investment Banking

Transforming the landscape of financial services.

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Overview

KBW is the #1 M&A Advisor for Financial Institution Transactions Since 2000 as Measured by Total Deal Volume.

We provide a broad range of investment banking services to depositories, insurers, broker-dealers, mortgage banks, asset managers, REITs, specialty finance firms, securities exchanges and fintech companies. We offer M&A origination and advisory services, general advisory, debt and equity financings, balance sheet restructuring, and mutual thrift & insurance company conversions.

We are thought leaders in the industry, with a complete perspective of the micro and macro trends that impact decisions. Backed by more than 130 seasoned professionals around the world, we focus our resources on developing long-term relationships and gathering market intelligence to help clients navigate increasingly interrelated global financial markets.

Over the last five years, KBW has advised on a total of 118 Financial Institution transactions for a total of approximately $77 billion in deal value.

We are also leaders in credit union and thrift conversions, as well as in raising hybrid capital for banks and insurance companies via pooled structured transactions. With offices in both the United States and Europe, we are experts in originating and executing cross-border transactions.

Leadership Team

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