Financial Services
Griffin
Financial Group provides merger and acquisition advisory, capital markets and non-traditional capital services,
and strategic alternative services to banks, thrifts, insurance companies,
asset managers and specialty finance companies. We also assist community
banks and property and casualty insurance companies in raising operational
and growth capital. Griffin offers consultative and loan trading services
to financial institutions with respect to residential first and second
mortgages, as well as auto and other consumer loans.
Our
team includes professionals who are former senior bank executives that
have personally built and managed financial institutions of many sizes,
including the former Chairman, CEO and President of an $18 billion financial
institution and the former CFO of a $90 billion bank. Many of our investment
bankers are also former specialty and commercial lenders with both line
and staff operating and transactional experience. In addition to direct
industry and investment banking experience, many members of our team
have significant Big Four public accounting and tax experience, as well as legal expertise, which allows
us to better address the financial accounting, regulatory and tax consequences
created by transactions in this sector.
Griffin
has served numerous financial institutions on both buy-side and sell-side
merger and acquisition assignments, mutual to stock conversion transactions,
branch sale transactions, asset manager and insurance agency acquisitions
and sales, strategic alternatives studies and other financial advisory
assignments. We have significant experience in both negotiated and non-negotiated
transactions and have participated in board destabilization attempts,
proxy contests and other change-in-control transactions.
The experience of our team members sets us apart:
- Sam McCullough, President and CEO of Griffin Holdings Group, engineered
the acquisition of 23 banks and related companies before selling the
resulting company to CoreStates
- Bill Frack, Chairman of Griffin Holdings Group, was responsible
for the acquisition or sale of over 50 banks while at the helm of two
different regional investment banks
- Joe Harenza, CEO and Senior Managing Director of Griffin, has guided
financial institution clients through more than 200 merger and acquisition
transactions and has assisted banks and thrifts in a number of non-negotiated
takeover attempts and negotiated and bidded changes in control
- Mark
McCollom coordinated the financial and operational aspects of
a bank’s 20 acquisitions encompassing $57.3 billion in assets
with a combined transaction value in excess of $6 billion and
coordinated over 20 debt and equity financings totaling in excess
of $10 billion
- Dick Vader, who is formerly with
Keefe, Bruyette & Woods, Sheshunoff, Kidder
Peabody and
The First Boston Corporation, as well as regional retail broker Advest
and the niche firm McColl Partners
- Jeff Waldron has participated in more than 100 merger
and acquisition transactions for insurance companies, banks and thrifts
- Eric Magrisi, who directs capital markets activities and is formerly a partner and executive vice president at McKinnon & Co.
- Scott Abercrombie, Managing Director of Mortgage and Consumer Banking, established and directed Sovereign Finance Company,
which at that time originated over $3 billion in consumer loans and
purchased $2 billion in mortgages with a total portfolio of $7 billion
- Other members of the team were the principal advisors on over 100
transactions involving over $10 billion in transaction value
Griffin’s
entrepreneurial creativity and extensive research and analytical skills
support our initiatives, helping us to identify opportunities for our
clients and permitting us to advise our clients on the macro-economic
factors affecting the financial services industry. Griffin team
members are frequently at the forefront of transaction structures for
both depository institutions and insurance companies.
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