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Investment Banking

Assisting clients with investment banking needs arose naturally from the Firm’s role as a strategic advisor. Starting banks, raising capital for banks, and selling banks: each is a major individual and corporate milestone. When embarking on decisions of this importance, clients want advice from people they trust.

Capital Markets

The Firm’s investment banking subsidiary, a registered broker/dealer, completed numerous bank M&A and capital assignments over the last fifteen years that have raised more than $2.5 billion in equity capital.

Mergers and Acquisitions

Through its M&A practice, Carpenter has advised on completed bank merger transactions with a total transaction value in excess of $1.5 billion. We’ve also developed broad-scale experience advising and working with several private equity funds on banking investments. These advisory assignments have given the firm a solid insight into the effective deployment of private equity capital in banks.