Performance Trust Expands Investment Banking Team with New Leaders

Performance Trust Expands Investment Banking Team

Performance Trust Capital Partners, LLC (PT) is excited to share the recent enhancements to its investment banking team with the appointments of Jim Crotty and Joe Regan as Managing Directors. This strategic move is aimed at broadening the firm's reach, especially within the Midwest and Southwest regions, reflecting its commitment to deliver exceptional service to its clients.

Introducing Jim Crotty

Jim Crotty brings a wealth of experience to Performance Trust, having previously served as CEO and President at Bancorp 34, Inc. and Bank 34. His leadership there included guiding the institution through several pivotal growth strategies, greatly increasing its value and market position. Before that, Crotty spent a significant portion of his career—16 years—at Keefe, Bruyette & Woods, part of Stifel, where he specialized in mergers and acquisitions, as well as capital raising initiatives tailored for community banks. Underlying his expertise is a deep understanding of the unique challenges depositories face, and he aims to leverage this insight effectively in his new role.

Welcoming Joe Regan

Joining Crotty is Joe Regan, who is stepping into the role of Managing Director with his vast transaction execution and advisory history. Regan’s experience spans over a decade, working with respected firms like Piper Sandler & Co. and B. Riley Financial. His focus has been primarily on mergers and acquisitions, along with capital raising strategies specifically designed for depositories. Prior to these positions, he also held significant roles in risk management at Ernst & Young and Morgan Stanley. Regan's diverse background equips him with the skills necessary to navigate the complexities of today's financial landscape.

Vision for Performance Trust

The CEO of Performance Trust, Chirag Shah, expressed enthusiasm regarding these new appointments. He stated, "In today's dynamic environment, a comprehensive approach to investment banking is crucial. Over the past five years, we have committed to reinventing investment banking by developing analytics and tools that provide banking executives with a holistic view of the long-term impacts of their decisions. With Jim's and Joe's distinct experiences combined with the tools and analytics at PT, we are positioned to deliver even greater value to our clients." This shows the firm’s proactive commitment to innovation and client service.

About Performance Trust Capital Partners

For three decades, Performance Trust has partnered with various financial institutions, enhancing their long-term performance through tailored strategies. The company focuses on providing personalized approaches to strategic advisory, mergers and acquisitions, capital markets, and balance sheet solutions specifically designed for banks, credit unions, insurance companies, hedge funds, and asset managers. Their dedication to education and exceptional execution sets them apart in the investment banking sector.

Frequently Asked Questions

What are the new positions at Performance Trust?

Jim Crotty and Joe Regan have been appointed as Managing Directors in the Investment Banking Team.

What is Jim Crotty's background?

Jim Crotty has extensive experience as a CEO and President at Bancorp 34 and has worked for 16 years at Keefe, Bruyette & Woods.

What expertise does Joe Regan bring?

Joe Regan has a decade of experience in transaction execution and advisory roles and has worked at Piper Sandler & Co. and B. Riley Financial.

What is Performance Trust's focus in the market?

The firm is committed to redefining investment banking through strategic advisory and customized solutions for financial institutions.

How long has Performance Trust been in business?

Performance Trust has been partnering with financial institutions for 30 years, emphasizing long-term performance improvement.

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