Client Verticals

Banks

We offer a uniquely holistic approach to comprehensively understand each client’s distinct balance sheet, interest rate risk, liquidity and cashflow.  

OUR CAPABILITIES

• Industry-leading balance sheet strategy: Our team of balance sheet professionals is highly skilled at identifying risks and opportunity 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.
• 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.

*Loan portfolio transactions since 1996. Data is as of 10/15/2020.
**Source: S&P Global Market Intelligence. Includes deals with a disclosed value that were announced from 1/1/2019 - 12/31/2020.

WHY PARTNER WITH US? Our competitive edge does not come from our modeling and math abilities, but rather our expertise at turning math into strategy. Our holistic, client-focused approach and wide-ranging capabilities allow us to provide 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. We help clients throughout the decision process, analysis and, if warranted, execution. We take a close look at our clients' needs and offer the right solutions for each unique client.