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BANKING & FINANCE |
We have extensive experience in working with financial services
companies, including banks, thrifts, mortgage bankers, and insurance
companies. Our bankers have been responsible for over one billion
in financial services transactions since 1995 with deal sizes ranging
from $3 million to $286 million.
We have worked with both large and small firms, and have handled
virtually every type of financing and advisory assignment. The financing
assignments we have handled include the following:
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Private sale of common stock through Regulation
D/Rule 147 sales and bank offerings |
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Public equity offerings |
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Shareholder rights offerings |
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De Novo bank initial offerings |
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Trust Preferred securities offerings (both pooled and alternative
placements) |
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In addition
to assisting financial services companies in raising capital, the
professionals at DP&P have been active in advising these companies
on a wide range of financial matters, including: |
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Merger and acquisition advisory both on the buy
side and sell side |
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Recapitalizations through self-tenders, going private, Subchapter
S formation and stock repurchase programs |
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Fairness opinions |
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Business valuations |
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Our investment
bankers have represented financial institutions as large as $10 billion
and as small as $40 million, in addition to representing banks as
sales agent in De Novo stock offerings.
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In December 2005, Donnelly Penman & Partners formed Donnelly Penman Capital LLC to act as general partner for the Donnelly Penman Financial Services Fund, LP. Donnelly Penman Financial Services Fund, LP is a $25 million private equity fund focused on investing in community banks. Further information is available at www.bank-fund.com. |
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