Investments - Investment Banking


The Baker Group
2300 Windy Ridge Pkwy, Ste R76
Atlanta GA 30339
Contact: Paul Clanton

The Baker Group is one of the nation’s largest independently owned securities firms specializing in interest rate risk and investment portfolio management for community financial institutions. Baker’s products and services include asset/liability management, investment portfolio accounting, investment portfolio analysis, budget and board reporting, broker/dealer services plus educational programs concerning regulatory issues, interest rate risk and portfolio management.

Bank Street Partners
500 East Morehead Street, Suite 250
Charlotte, NC 28202
Company Phone: 704-228-0561
Contacts: Will Brackett and Lee Burrows

Banks Street Partners, LLC ("BSP") is an investment banking firm that serves financial institutions across the United States. Since its formation, BSP has assisted clients in whole bank mergers and acquisitions; branch sales and purchases; FDIC-assisted purchase-and-assumption agreements; capital raises; non-performing asset bulk sales; and strategic planning.

Cantor Fitzgerald
6410 Poplar Ave, Ste 700
Memphis TN 38119
901-347-1700 | Fax 901-202-7098
Contact: Hunter Quinn

Cantor Fitzgerald is a pre-eminent capital markets investment bank and a recognized leader in fixed-income sales, trading, and strategies offering an impressive array of products and services to more than 7,000 institutional clients around the world. Cantor is one of the 22 primary dealers authorized to trade U.S. Government Securities.

Crews & Associates, Inc.
521 President Clinton Ave, Ste 800
Little Rock AR 72201
800-766-2000 | Fax 501-907-4048
Contact: Rick Calhoun

*MBA Program Partner* Crews & Associates is a full-service broker/dealer with more than 160 investment professionals registered in all 50 states. Crews specializes in trading municipal, corporate and government agency bonds. With public finance offices around the country, the firm underwrites municipal bonds and private placements and offers free account maintenance and safekeeping services.

Duncan-Williams, Inc.
6750 Poplar Ave, Ste 300
Memphis TN 38138
901-435-4127 | Fax 901-435-4137
Contacts: Jack Schlifer; Tommy Lusk; Michael Jordan

Duncan-Williams, Inc., is a full-service broker-dealer providing a wide range of financial products and services to Institutional and Retail Investors. Our strength is turning portfolio analytics into client-specific, value-added ideas and solutions for our clients. In addition, Duncan-Williams has been the No. 1 underwriter of total Mississippi issues for the past five years.

Fig Partners
1475 Peachtree Street NE, Suite 800
Atlanta, Georgia 30309
Phone:  770-301-4505
Contact:  Matt Hobert
Contact Email:

We power the vision of banks by executing your capital raises, M&A advisory, debt placement initiatives, while continually providing strategic thinking and perspective. We separate the noise from the real opportunities.

National Community Investment Fund (NCIF)
135 S LaSalle St, Ste 2040
Chicago IL 60603
Contacts: Saurabh Narain – 312-881-5826; Terry Burm – 312-662-6088

National Community Investment Fund is a nonprofit, Community Development Financial Institution (CDFI), and the largest investor network focused on missionoriented financial institutions (CDFIs, minority banks and other mission-oriented financial institutions). NCIF has a mission of increasing the flow of financial products and services in underserved communities and people nationally.

Olsen Palmer
2020 K St NW, Ste 450
Washington DC 20006
Contact: Christopher Olsen

Olsen Palmer LLC is an independent, nationally-recognized investment banking firm that specializes in advising community banks across the spectrum of mergers & acquisitions. By design, advising clients is our only business, allowing a truly independent, client-centric approach: nimble, high-touch and conflict-free.

Performance Trust Capital Partners
201 St Charles Ave, Ste 1412
New Orleans LA 70170-1412
504-526-1613; Cell: 504-450-1462
Contact: Jonathan W. Briggs

Throughout our 20-year history, we have challenged ourselves to view your industry from your vantage, and to ask ourselves what we would need to make complete, confident and quantified investment decisions for a financial institution. We are committed to helping financial institutions improve their long-term performance and deliver shareholder value.

Promontory Interfinancial Network
133 N 17th St, Ste 1800
Arlington VA 22209
Contact: Kenny Heredia

Use Promontory Interfinancial Network’s Bank Assetpoint®; Residential Mortgage Network; Insured Cash Sweep®, or ICS®; CDARS®; IND®; and Yankee Sweep® services to source new asset opportunities, diversify your asset portfolio, reduce collateral requirements, purchase funding, and build multi-million-dollar relationships.

Raymond James
2900 Hwy 280, Ste 100
Birmingham AL 35223
Contact: Stephen Cross

With more than 40 years of proven performance, Raymond James is well-respected for our full-service, fixed-income expertise. We offer the strength and resources clients require and deliver skillful guidance, unparalleled service, superior products, innovative strategies and in-depth research. Put the power of Raymond James to work for you today.

Smith, Shellnut Wilson, LLC
150 Fountains Blvd, Ste A
Madison MS 39110
601-605-1776 | Fax 601-605-1710
Contact: Frank Smith Jr.

Smith Shellnut Wilson is a registered investment advisor specializing in managing investment portfolios for individuals, institutions and foundations. The company serves as a complete investment department for community banks. The principals and employees of Smith Shellnut Wilson offer a combination of skilled investment management and unremitting client service.

Vining Sparks, IBG, L. P.
775 Ridge Lake Blvd
Memphis TN 38120
Contact: Britton Wilkins

Vining Sparks is a client-centered partner offering strategic balance sheet and investment solutions to community banks. Since its founding in 1981, Vining has grown to more than 300 people with capital exceeding 0 million. As a leading broker/broker dealer to community banks, Vining provides advanced analytics, asset/ liability management, bond accounting, commercial loan hedging, whole-loan trading, fee-based asset management and more.

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