Adviser

KBW.

Financial adviser, Fairness opinion on 25 live deals, from 13 Nov 2024 to 16 Oct 2026.

25Live deals
05Other advisers
01

Deals

DateDealStageRoleSector
16 Oct 2026JMSB / EFSIAgreement signed
  • Financial adviser to the buyerSource-verified
Financial services
1 Jul 2026Arrow Financial Corporation / Adirondack Bancorp, Inc.Closed
  • Financial adviser to the targetSource-verified
Not stated
1 Jul 2026Prosperity Bancshares, Inc. / Stellar Bancorp, Inc.Closed
  • Financial adviser to the targetSource-verified
Financial services
1 Jun 2026OceanFirst Financial Corp. / Flushing Financial CorporationClosed
  • Financial adviser to the buyerSource-verified
Financial services
1 Apr 2026FirstSun Capital Bancorp / First Foundation Inc.Closed
  • Financial adviser to the targetSource-verified
Financial services
13 Mar 2026ServBanc Holdco, Inc. / IF Bancorp, Inc.Agreement signed
  • Financial adviser to the targetSource-verified
Not stated
3 Mar 2026RWAY / SWKAgreement signed
  • Fairness opinion to the targetSource-verified
  • Financial adviser to the targetSource-verified
Financial services
20 Feb 2026Nicolet Bankshares, Inc. / MidWest One Financial Group, Inc.Closed
  • Financial adviser to the buyerSource-verified
Not stated
2 Feb 2026Huntington Bancshares Incorporated / Cadence BankClosed
  • Financial adviser to the targetSource-verified
Financial services
1 Dec 2025BancorpSouth Bank / Cadence BancorporationClosed
  • Financial adviser to the targetSource-verified
Financial services
1 Dec 2025Colony Bankcorp, Inc. / TC Bancshares, Inc.Closed
  • Financial adviser to the buyerSource-verified
Financial services
26 Oct 2025Huntington National Bank / Cadence BankAgreement signed
  • Financial adviser to the targetSource-verified
Financial services
20 Oct 2025Huntington / VeritexClosed
  • Fairness opinion to the targetSource-verified
  • Financial adviser to the targetSource-verified
Financial services
1 Oct 2025Glacier Bancorp, Inc. / Guaranty Bancshares, Inc.Closed
  • Fairness opinion to the targetSource-verified
  • Financial adviser to the targetSource-verified
Financial services
2 Sep 2025Columbia Banking System, Inc. / Pacific Premier Bancorp, Inc.Closed
  • Financial adviser to the targetSource-verified
Financial services
2 Sep 2025TowneBank / Old Point Financial CorporationClosed
  • Financial adviser to the targetSource-verified
Financial services
7 Aug 2025HomeStreet / MechanicsAgreement signed
  • Financial adviser to the buyerSource-verified
Financial services
30 Jul 2025Euronet Worldwide, Inc. / CoreCard CorporationAgreement signed
  • Fairness opinion to the targetSource-verified
Not stated
1 Jul 2025Old Second Bancorp, Inc. / Bancorp Financial, Inc.Closed
  • Financial adviser to the targetSource-verified
Not stated
24 Apr 2025Umpqua Bank / Pacific Premier BankAgreement signed
  • Financial adviser to the targetSource-verified
Financial services
17 Apr 2025Gen Digital Inc. / MoneyLion Inc.Closed
  • Financial adviser to the targetSource-verified
Financial services
3 Mar 2025First Busey Corporation / CrossFirst Bankshares, Inc.Agreement signed
  • Financial adviser to the targetSource-verified
Not stated
27 Dec 2024Bank of America, N.A. / HomeStreet BankAgreement signed
  • Financial adviser to the targetSource-verified
Financial services
10 Dec 2024Gen / MoneyLionAgreement signed
  • Financial adviser to the targetSource-verified
Financial services
13 Nov 2024Busey / CrossFirstAgreement signed
  • Financial adviser to the targetSource-verified
Financial services
02

By year, sector and stage

20269
202513
20243
Financial services19
Not stated6
Closed14
Agreement signed11
03

Other advisers on the same deals

AdviserShared dealsAcross the tableAlongside
Piper Sandler321
Evercore220
PSC220
Raymond James211
Stephens110