Performance Trust Expands Its Investment Banking Team
Performance Trust Capital Partners, LLC (PT) is thrilled to announce enhancements to its investment banking team with the recent hiring of Jim Crotty and Joe Regan as Managing Directors. This strategic expansion seeks to widen the firm's presence, particularly in the Midwest and Southwest regions, showcasing its dedication to providing outstanding service to clients.
Meet Jim Crotty
Jim Crotty joins Performance Trust with extensive experience, having previously served as CEO and President of Bancorp 34, Inc. and Bank 34. There, he successfully led the company through significant growth strategies, resulting in substantial increases in value and market presence. Crotty has also spent 16 years at Keefe, Bruyette & Woods—a part of Stifel—where he focused on mergers and acquisitions along with capital raising initiatives tailored for community banks. His deep understanding of the specific challenges faced by depositories will be a key asset in his new role.
Welcoming Joe Regan
Joe Regan joins Crotty in the role of Managing Director, bringing with him a wealth of experience in transaction execution and advisory services. With over a decade of experience at notable firms such as Piper Sandler & Co. and B. Riley Financial, Regan has concentrated on mergers and acquisitions, as well as capital raising strategies specifically for depositories. Before these roles, he made his mark in risk management at Ernst & Young and Morgan Stanley. His diverse skill set equips him well to tackle the complexities of today’s financial environment.
Performance Trust's Vision
Chirag Shah, CEO of Performance Trust, expressed his enthusiasm about the new appointments. He emphasized, "In today’s fast-paced environment, a comprehensive approach to investment banking is essential. Over the last five years, we have worked hard to reinvent investment banking by creating analytics and tools that give banking executives a complete view of the long-term impacts of their decisions. With Jim's and Joe’s unique experiences, combined with the advanced tools and analytics offered at PT, we are better positioned than ever to deliver added value to our clients." This reflects the firm's ongoing commitment to innovation and top-notch client service.
About Performance Trust Capital Partners
For 30 years, Performance Trust has collaborated with various financial institutions, enhancing their long-term performance through customized strategies. The company provides personalized services in strategic advisory, mergers and acquisitions, capital markets, and balance sheet solutions designed specifically for banks, credit unions, insurance companies, hedge funds, and asset managers. Their focus on education and exemplary execution distinguishes them in the investment banking space.
Frequently Asked Questions
What new positions were created at Performance Trust?
Jim Crotty and Joe Regan have both been appointed as Managing Directors within the Investment Banking Team.
What is Jim Crotty’s professional background?
Jim Crotty has extensive experience, having served as CEO and President at Bancorp 34, and he worked for 16 years at Keefe, Bruyette & Woods.
What expertise does Joe Regan contribute?
Joe Regan brings over a decade of experience in transaction execution and advisory roles, having worked at Piper Sandler & Co. and B. Riley Financial.
What market focus does Performance Trust emphasize?
The firm is dedicated to reshaping investment banking through strategic advisory and customized solutions tailored for financial institutions.
How long has Performance Trust been operating?
Performance Trust has been in business for 30 years, focusing on improving long-term performance for financial institutions.
