Soluciones de asesoramiento para instituciones financieras

Wall Street Execution with
Main Street Service®

Contáctenos
Balance Sheet Management
Mercado de capitales
Banca de inversión
Recent Deals
Industry Intelligence Library
Contáctenos

Value-Driven Strategies Designed Around the
Needs of Financial Institutions

 PNC FIG Advisory team offers a comprehensive suite of customized, unbiased services

The PNC FIG Advisory team’s solutions help banks, thrifts, credit unions, insurance companies, trust companies, asset managers and other financial institutions achieve their strategic goals.

Working closely with your board and senior management we can help you develop a strategic plan that mitigates risk, achieves objectives, maximizes earnings and enhances stakeholder value.

Balance Sheet Management

Manage Risk & Enhance Profitability

Whether you seek in-depth portfolio analysis, whole loan purchasing or selling, or efficient execution of fixed income securities trades, we match our seasoned capabilities to your needs.

Securities Portfolio

Our unique analytical, client-first approach to your securities portfolio known as SMART helps formulate strategies based on the holistic needs of each individual client. We consider such factors as liquidity, yield, credit and interest rate risk, and overall balance sheet composition to deliver and implement customized recommendations using a differentiated execution model.

Whole Loan Transactions

Using the intelligence we track across more than 1000 depository institution relationships, we can help you acquire or sell loans that compliment your desired loan portfolio allocation.

Proprietary Analytics

By helping our clients understand the risk components within their portfolio, and with each potential trade, we are able to make recommendations that are in sync with management’s overall strategy and the intended role of the securities portfolio.

1000+

Depository Institution Relationships

Mercado de capitales

Raise Equity & Debt

Our Capital Markets team works closely on behalf of publicly traded and private companies to deliver investor targeting and financial communications strategies to help increase shareholder value. Our capabilities include: transaction execution, deal and non-deal road shows, shareholder analysis, identifying prospective investors and message development.

Capital Modeling and Analytics

We work diligently to identify the right amount and type of capital needed to optimize our clients’ capital structures, and to assist with meeting regulatory requirements.

Capital Raise

As a full service FINRA broker-dealer, we offer a robust capital raise platform that provides direct access to public and private capital, with a specialized focus on bank debt capital markets.

Investor Relations Services

Through Solebury Capital and Solebury Strategic Communications (both PNC companies), we can help address your investor relations and corporate communications issues and opportunities.

Visit Solebury Capital

Visit Solebury Strategic Communications

Banca de inversión

Maximize Value

The hallmark of our investment banking philosophy revolves around helping clients achieve their strategic objectives and maximizing shareholder and stakeholder value through dialogue and collaboration. In other words, we are not transactionally focused like many in our industry, but focused on delivering unbiased advisory solutions and results in the best interest of our clients.

Over the years we have worked diligently to forge our reputation as a trusted advisor and source of in-depth industry knowledge. Advising public, private and mutual clients alike, our ultimate goal is always meeting the needs of our clients and providing exceptional service.

Investment banking services include:

  • Dynamic Multi-Period Capital Plans
  • Merger & Acquisition Advisory
  • Fairness Opinions
  • Equity Valuations
  • Branch acquisition and sale
  • New Bank Startup

Deal Value more than $12 billion

Our experienced executives have been advising clients for over a decade
with an aggregate deal value in excess of $12.0 billion.

Recent Deals

We consider ourselves an extension of each client's team
and view their goals as our own, enabling us to build
long-term mutually beneficial relationships.

PNC Financial Institutions Group

Acted as sole placement agent & exclusive financial advisor on a preferred equity offering for

MBI

$25 Million

PNC FIG Advisory
Advised Monticello Bankshares, Inc.

Marzo de 2024

PNC Financial Institutions Group

Acted as sole placement agent & exclusive financial advisor on a preferred equity offering for

Capital Funding Group

$35 Million

PNC FIG Advisory
Advised Capital Funding Bancorp, Inc.

Diciembre de 2023

PNC Financial Institutions Group

Acted as sole placement agent & exclusive financial advisor on a preferred equity offering for

Capital Funding Group

$125 Million

PNC FIG Advisory
Advised Capital Funding Bancorp, Inc.

Diciembre de 2023

¿Te gusta lo que ves?

We consider ourselves an extension of each client’s team and view their goals as our own, enabling us to build long-term mutually beneficial relationships.

Explore More Recent Deals

Industry Intelligence Library

Fecha Announcement
31 de julio de 2023 Funding to the Fore: What Does the Internet Say About Your Bank and How to Improve the Message
14 de febrero de 2022 West and Southwest Community Banks: 4th Quarter 2021 Round-Up & Outlook 
18 de febrero de 2022 Mid-South Community Banks: 4th Quarter 2021 Round-Up & Outlook
18 de febrero de 2022 Mid-Atlantic and NortheastCommunity Banks: 4th Quarter 2021 Round-Up & Outlook

Fecha Announcement
21 de marzo de 2024 PNC Fig Advisory Serves as Sole Placement Agent & Exclusive Financial Advisor in $25 Million Senior Note Offering

Fecha Announcement
29 de diciembre de 2023 PNC Fig Advisory Serves as Sole Placement Agent & Exclusive Financial Advisor in $35 Million Preferred Equity Offering
19 de diciembre de 2023 PNC Fig Advisory Serves as Sole Placement Agent & Exclusive Financial Advisor in $125 Million Equity Offering
16 de agosto de 2023 PNC Capital Markets Launches PNC Asset Exchange to Help Financial Institution Clients Optimize Loan Portfolios
6 de marzo de 2023 PNC Fig Advisory Serves as Sole Placement Agent for a $12 Million Subordinated Debt Issuance by Quaint Oak Bancorp, Inc.
4 de enero de 2023 PNC Fig Advisory Serves as Joint Placement Agent for a $12 Million Senior Debt Issuance by Patriot National Bancorp, Inc.

Fecha Announcement
17 de noviembre de 2022 PNC FIG Advisory Serves as Co-manager for $50 Million Subordinated Debt Notes Offering by Univest Financial Corporation
3 de octubre de 2022 PNC FIG Advisory Serves as Sole Placement Agent for $4.0 Million Senior Debt Issuance by Lineage Financial Network, Incorporated
19 de septiembre de 2022 PNC FIG Advisory Serves as Advisor and Joint Bookrunner in CNB Financial Corporation’s $87 Million Public Common Stock Offering
29 de agosto de 2022 PNC FIG Advisory Serves as Sole Placement Agent for $20 Million Senior Debt Issuance by Studio Financial Holdings, Incorporated
23 de agosto de 2022 PNC FIG Advisory Serves as Joint Placement Agent for $9.0 Million Subordinated Debt Issuance by M & F Financial Corporation
30 de junio de 2022 PNC FIG Advisory Served as Sole Esg Structuring Agent & Joint Bookrunner for a $100 Million Subordinated Sustainability Bond Issuance by Berkshire Hills Bancorp, Incorporated
30 de junio de 2022 PNC FIG Advisory Serves as Sole Placement Agent for $22.5 Million Subordinated Debt Issuance by Cogent Bancorp, Inc.
16 de mayo de 2022 PNC FIG Advisory Serves as Sole Placement Agent for $40 Million Subordinated Debt Issuance by Heritage Commerce Corp
29 de marzo de 2022 PNC FIG Advisory Serves as Sole Placement Agent for $10.5 Million Subordinated Debt Issuance by Evolve Bancorp, Inc.
24 de marzo de 2022 PNC FIG Advisory Serves as Sole Placement Agent for $12 Million Subordinated Debt Issuance by Greenback Fincorp, Inc.
21 de enero de 2022 PNC FIG Advisory Serves as Sole Placement Agent for $7 Million Subordinated Debt Issuance by First Region Bancshares, Inc.

Fecha Announcement
23 de diciembre de 2021 PNC FIG Advisory Serves as Sole ESG Structuring Agent & Joint Bookrunner for $125 Million Subordinated Green Bond Debt Issuance by Congressional Bancshares, Inc.
20 de octubre de 2021 PNC FIG Advisory Serves as Sole Placement Agent for $30.0 Million Subordinated Debt Issuance by BNH Financial
19 de octubre de 2021 PNC FIG Advisory Serves as Sole Placement Agent for $50.0 Million Senior Debt Issuance by Cache Valley Banking Company
4 de octubre de 2021 PNC FIG Advisory Serves as Sole Placement Agent for $16 Million Subordinated Debt Issuance by Oxford Bank Corporation
23 de septiembre de 2021 PNC FIG Advisory Serves as Sole Placement Agent for $50.0 Million Subordinated Debt Issuance by Star Financial Group, Inc.
27 de agosto de 2021 PNC FIG Advisory Serves as Joint Placement Agent for $27 Million Subordinated Debt Issuance by AmeriServ Financial, Inc.
27 de agosto de 2021 PNC FIG Advisory Serves as Sole Placement Agent for $16.5 Million Subordinated Debt Issuance by Union Bankshares, Inc.
10 de agosto de 2021 PNC FIG Advisory Serves as Exclusive Placement Agent for $7.0 Million Subordinated Debt Issuance by Linden Bancshares, Inc.
26 de abril de 2021 PNC FIG Advisory Serves as Exclusive Placement Agent for $21.0 million Subordinated Debt Issuance by Evolve Bancorp, Inc.
26 de febrero de 2021 PNC FIG Advisory Advises Landmark Bancorp, Inc. on $43 Million Announced Acquisition by Fidelity D & D Bancorp, Inc.

Fecha Announcement
23 de noviembre de 2020 FineMark Holdings Completes Private Placement of Subordinated Notes
19 de noviembre de 2020 PNC FIG Advisory Advises the PNC Financial Services Group, Inc. on $11.6 Billion Acquisition OF BBVA USA Bancshares, Inc.
2 de noviembre de 2020 PNC FIG Advisory Serves as Active Joint Bookrunner for $225 Million Subordinated Debt Issuance by Sterling Bancorp
27 de octubre de 2020 PNC FIG Advisory Serves as Co-Manager for $200 Million Preferred Stock Issuance by Fulton Financial Corp.
19 de octubre de 2020 PNC FIG Advisory Serves as Placement Agent for $20.25 Million Subordinated Debt Issuance by Oconomowoc Bancshares, Inc.  
8 de octubre de 2020 PNC FIG Advisory Serves as Co-Lead Manager for $25.0 Million Subordinated Debt Issuance by Hanover Bancorp, Inc.
6 de octubre de 2020 PNC FIG Advisory Advises UFS Bancorp on $10 Million Senior Debt Private Placement
30 de julio,2020 PNC FIG Advisory, Part of PNC Capital Markets LLC, is Co-Lead Manager for $100 Million Subordinated Debt Issuance by Univest Financial Corporation
3 de junio de 2020 PNC FIG Advisory Advises TriState Capital Holdings, Inc.
19 de mayo de 2020 PNC FIG Advisory Advises Mission Bancorp on $10 Million Subordinated Debt Private Placement

Fecha Announcement
18 de diciembre de 2019 PNC FIG Advisory, Inc. Advises Kearny Financial Corp. on $94 Million Announced Acquisition of MSB Financial Corp.
21 de octubre de 2019 PNC FIG Advisory, Inc. Advises Steuben Trust Corporation on $107 Million Announced Acquisition by Community Bank System, Inc.

Ideas, perspectivas y soluciones

Stay current on the latest regional industry
trends and insights with PNC FIG Advisory.

Obtener perspectivas sobre el mercado

Tendencias clave del capital privado

Un vistazo a cinco tendencias recientes del capital privado y a los impulsores que contribuyen a su creciente importancia para los patrocinadores financieros.

Lectura de 4 minutos

Obtener perspectivas sobre el mercado

Inversiones de capital privado: Qué esperar y cómo prepararse

Cómo prepararse para una inversión de capital privado potencial o reciente.

Lectura de 5 minutos

Obtener perspectivas sobre el mercado

Bancos de baja capitalización y de microcapitalización de Texas

Notas de PNC FIG Advisory Vault: Este informe presenta los aspectos destacados de 16 bancos de Texas que cotizan en bolsa cuyos activos son de entre $750 millones a $20 mil millones.

Lectura de 3 minutos

Ver más perspectivas

Recursos relacionados

SOLUCIONES

PNC Solutions for U.S. Financial Institutions

More than 500 banks, thrifts and credit unions throughout the United States value their collaboration with PNC.

Visit FIG U.S. Banks

DESCRIPCIÓN GENERAL

PNC FIG Advisory Capabilities

Enhance balance sheet performance, expand commercial product offerings, manage operating costs, and strengthen capital and liquidity positions with PNC FIG Advisory.

Ver las soluciones

HERRAMIENTAS

FINRA BrokerCheck

Verifica los antecedentes de PNC Capital Markets LLC en BrokerCheck de FINRA.

Learn More About FINRA BrokerCheck

Hablemos

We value our relationships and strive to continuously provide our clients with ideas, insight, and solutions to help accelerate their success. Contact the FIG Advisory team by email or calling us at 866-240-3898 or 610-351-1633.

Brian DeRespiris
Capital Markets Group COO
Head of Advisory & Fixed Income Sales

brian.derespiris@pnc.com

Rob Pachence
Managing Director
Head of M&A and Capital Markets

robert.pachence@pnc.com

Joshua Albright, CFA
Managing Director

joshua.albright@pnc.com

Michael Boyle
Managing Director

mboyle@pnc.com

Mark Neff
Managing Director

mark.neff@pnc.com

Jack Payne, CFA, CFP®
Managing Director

jack.payne@pnc.com

Matthew Schultheis, CFA
Managing Director

matthew.schultheis@pnc.com

Eric Tesche
Managing Director

eric.tesche@pnc.com

Andrew Underwood
Managing Director

andrew.underwood@pnc.com

Ryan Walker
Managing Director

ryan.walker@pnc.com