Financial Services

Publications and Reports

 

Our financial services group publishes reports on market trends, regulatory matters and other industry news.

Date Report
4/15/21 Bank and BHC Investments in Debt and Equity of UFIs: Road Map for Managing Investments in an Evolving Market
4/15/21 Monthly Asset Management Report - March 2021
2/17/21 Monthly Asset Management Report - February 2021
3/11/21 2020 Asset Manager Transaction Review and 2021 Forecast
2/17/21 Monthly Asset Management Report - January 2021
2/5/21 Specialty Finance Sector Review and Outlook
1/25/21 Monthly Asset Management Report - December 2020
1/25/21 2020 Financial Services Group Transactions
1/12/21 Fiscal Package Critical - 2021 and Beyond
1/8/21 $900B Coronavirus Relief Bill: Six Takeaways for Front Line Financials
12/16/20 Monthly Asset Management Report - November 2020
11/19/20 Monthly Asset Management Report - October 2020
11/12/20 Asset Management: A Constant Evolution
Trends Shaping the Industry Over the Next Decade
10/19/20 Monthly Asset Management Report - September 2020
10/12/20 S&P Global Market Intelligence: Piper Sandler retains top bank M&A adviser position in Q3 league tables
9/21/20 Moderating Loss Cycle?
9/17/20 Monthly Asset Management Report - August 2020
8/25/20 Wealth Management: The Deal Magnet
8/19/20 Monthly Asset Management Report - July 2020
7/16/20 Monthly Asset Management Report - June 2020
6/16/20 MSLP - More Changes to Encourage Use
6/15/20 Monthly Asset Management Report - May 2020
6/9/20 PPP Flexibility Act of 2020: More Loan Forgiveness But Many Unanswered Questions
5/20/20 Bank Investment in Other Bank Debt and Capital Securities - Summary of Important Basel III, Small BHC, and TLAC Changes
5/18/20 Monthly Asset Management Report - April 2020
5/14/20 New Virus Normal
5/7/20 Main Street Overhaul Before Launch
4/27/20 CECL Summary of Options: Adopt Now, Delay Adoption, and/or Elect IFR
4/16/20 Monthly Asset Management Report - March 2020
4/14/20 Fed's $2.3 Trillion Plan: New and Enhanced Funding Programs
4/7/20 Revised Information on the PPP: Important Details in Interim Final Rule for PPP Released on April 2 by SBA
4/7/20 COVID-19 and the CARES Act: Rapid Response to Sustain the Economy During Pandemic Induced Coma
3/27/20 Monthly Asset Management Report - February 2020
3/25/20 COVID-19 Relief
3/16/20 Repeating Crisis Mistakes
3/2/20 Let the Music Play - 2019 Asset Manager Transaction Review and 2020 Forecast
2/19/20 Monthly Asset Management Report - January 2020
1/28/20 CECL - Ready or Not Here it Comes
12/31/19 Monthly Asset Management Report - December 2019
12/19/19 At Cliff’s Edge
11/30/19 Monthly Asset Management Report - November 2019
10/31/19 Monthly Asset Management Report - October 2019
10/31/19 Active Bank Consolidation Can Work Well for Investors
10/7/19 9th Inning Clean Up - Five Key Changes Emerge As Regulatory Relief Rules Are Finalized
9/30/19 Monthly Asset Management Report - September 2019
6/18/19 Basel III Simplification Finalized as Expected
1/22/19 Fed Comment Letter – Regulatory Capital Rule: Capital Simplification for Qualifying Community Banking Organizations
1/19/19 2018 Asset Manager Transaction Review & 2019 Forecast
1/7/19 Regulatory Simplification/Accounting Complication
5/30/18 Bank Regulation Resizing
3/20/18 The Pendulum Swings

Piper Jaffray Companies acquired Sandler O'Neill + Partners, L.P. on January 3, 2020 to become Piper Sandler Companies.

Sector Coverage
Chemicals & MaterialsConsumerDiversified Industrials & ServicesEnergy & PowerFinancial Services
People Publications and ReportsTransactions
Financial SponsorsHealthcare Technology
ServicesOur TeamConferences and Events Publications