Asset & Wealth Management Investment Banking
A leading provider of M&A and capital raising services to the asset & wealth management industry
No. 1
Ranked asset & wealth management industry M&A advisor1
$43B+
Aggregate transaction value*
$20B+
Equity and debt capital raised*
12
Dedicated bankers
100+
Combined years of senior banker experience
60+
M&A transactions completed*
*Reflects data since senior team joined Sandler O’Neill from 3/1/11 to 12/31/22. Full deal value credited to underwriter for capital raise transactions.
1 Source: S&P Capital IQ Pro. Includes U.S. asset and wealth management, investment banking, brokerage, and capital markets transactions announced from 1/1/18 to 12/31/22 with disclosed deal values.
The Piper Sandler asset & wealth management investment banking group is comprised of highly experienced bankers dedicated solely to advising asset & wealth management industry clients on M&A, public and private capital raising, and other strategic transactions.
Client Focus
- Provide independent, unconflicted advice
- Deliver tailored solutions based on our client’s strategic and transaction objectives
- Quick, seamless, and discrete processes with bulge bracket execution
- Dedicated senior bankers engage in all aspects of a transaction
Best Execution
- Deep knowledge of our client’s businesses and active pulse on industry trends
- Highly experienced across M&A and capital markets transactions and complex transaction structuring
- Long-standing relationships with senior executives and key decision makers
- Experienced deal team enables clients to remain focused on core business operations
Services
Advisory
Capital Raising
Thought Leadership
Featured Transactions
How Can We Help?
Please contact our team with questions.
News & Insights
Monthly Asset & Wealth Management Report - February 2024
Monthly Asset & Wealth Management Report - January 2024
Monthly Asset & Wealth Management Report - December 2023