Financial Services
Performance Trust is the largest full-service investment bank focused on community depository institutions. We are committed to helping financial institutions improve their long-term performance and increase stakeholder value. Our Analytical Principles power an objective decision-making methodology that clarifies capital allocation decisions. Through this lens, we offer holistic advisory services related to balance sheet strategy, capital raising, mergers and acquisitions, regulatory risk positioning, and strategic planning. Learn more at PerformanceTrust.com.