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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


Aggregate transaction value*


Equity and debt capital raised*


Dedicated bankers


Combined years of senior banker experience


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


Broad Industry Experience