Performance Trust Investment Banking News and Activities

Performance Trust Investment Banking is owned by Performance Trust Capital Partners.

They are in:

• Financial Services50%
• Investment Banking50%

View the org chart displaying its 11 main executives

Most searched biographies at Performance Trust Investment Banking

• Jeffery Adams, Managing Director
• Lee Burrows, Vice Chairman of the Board
• Matt Kennedy, Managing Director, Merge and Acquisition Transaction...

Popular executive movements at Performance Trust Investment Banking

• Dan Bass, Managing Director, has left the company  (posted on November 21 2025).

Popular executive movements at Performance Trust Capital Partners

• Emily Meyers has joined the company as Vice President, Business Development  (posted on March 4 2026).

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Performance Trust Capital Partners has 425 competitors including Goldman Sachs (United States (USA)), Bpifrance (France) and BTG Pactual (Brazil).

Popular M&A news in Investment Banking

• Lazard has announced the acquisition of Campbell Lutyens  (posted on April 30 2026).
• BTG Pactual has announced the acquisition of Banco Digimais  (posted on April 15 2026).
• Opportune has announced the acquisition of Pickering Energy Partners  (posted on February 16 2026).

Popular contacts in Investment Banking

• Juan Alcaraz - Advisor at Allfunds Bank
• Gilson Finkelsztain - Chief Executive Officer (leaving) at B3
• Jacques Launer - Managing Director of Securitized Products at Brean Capital

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