Scott & Stringfellow’s Financial Institutions Group provides comprehensive investment banking assistance to banks and thrifts within our region. Our areas of investment banking expertise include buy-side and sell-side merger and acquisition advisory services, fairness opinions, capital formation services, stock valuations, branch expansion analyses, and other consulting services. The Group has advised on more than 60 mergers and acquisitions in the past ten years and is consistently ranked as one of the region’s top M&A advisors.

Our research analysts are dedicated to community and regional banks and thrifts. The analysts provide primary coverage to 40 institutions and publish reports on numerous other banks and thrifts in our area. Together our investment bankers, research analysts, and traders maintain constant contact with our clients and continuously work to build our relationships with them.

We are committed to providing timely insight through detailed, in-depth analyses of community and regional banks and thrifts. The Group publishes a Bank & Thrift Quarterly that includes financial tables of comparable data for approximately 120 banks and thrifts in our region. In addition, the Quarterly provides an industry comment or investment recommendation, as well as our earnings estimates, price targets, and investment ratings for the institutions we cover.

Our Professionals:

Corporate Finance
G. Jacob Savage III, CFA
(804) 780-3230
jsavage@scottstringfellow.com

Daniel L. Pake
(804) 787-8261
dpake@scottstringfellow.com

David M. Wojdyla
(804) 787-8256
dwojdyla@scottstringfellow.com

Equity Research
Cary A. Morris
(804) 782-8833
cmorris@scottstringfellow.com

Andy D. Shapiro
(804) 787-8290
ashapiro@scottstringfellow.com

Trading
J.B. Trivette
(804) 782-8819
jbtrivette@scottstringfellow.com