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Investment Banking

Transforming the landscape of financial services.



Since January 2017, KBW has advised on 132 transactions worth more than $51 billion.

We provide a broad range of investment banking services to depositories, insurers, broker-dealers, mortgage banks, asset managers, REITs, specialty finance firms, securities exchanges and fintech companies. We offer M&A origination and advisory services, general advisory, debt and equity financings, balance sheet restructuring, and mutual thrift & insurance company conversions.

We are thought leaders in the industry, with a complete perspective of the micro and macro trends that impact decisions. Backed by more than 100 seasoned professionals around the world, we focus our resources on developing long-term relationships and gathering market intelligence to help clients navigate increasingly interrelated global financial markets.

KBW has advised on 60 percent of the 15 largest bank M&A deals since 2019. We are also leaders in credit union and thrift conversions, as well as in raising hybrid capital for banks and insurance companies via pooled structured transactions. With offices in both the United States and Europe, we are experts in originating and executing cross-border transactions.

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