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Financial Institutions
Oppenheimer's Financial Institutions Group brings in-depth knowledge and valuable transaction experience to financial services companies. We have deep industry relationships and a strong understanding of key market drivers and trends. We target a specific subset that includes Banks & Thrifts, Diversified Finance, Insurance, and Real Estate Investment Trusts (REITs).
Oppenheimer offers a full range of services to support our financial services clients, including: initial public offerings, secondary, follow-on and private placement equity offerings, public and private hybrid and debt offerings, trust preferred offerings, and M&A advisory services.
Our professionals are relied on by our clients for innovative ideas and sound advice to address the complexities of today's markets. Each of our clients receives senior level attention throughout the transaction process with a focus on developing long-term relationships. Our goal is to work and grow with our clients; delivering the investment banking services they need throughout their life-cycle.
Banks & Thrifts
We are dedicated to serving the investment banking needs of community and regional banks and thrifts. Our experienced professionals and national footprint have allowed us to become a leading provider of financial advisory and capital raising services to banks and thrifts headquartered throughout the United States.
Diversified Finance
We provide comprehensive financial advisory and capital raising services to business development companies (BDCs) and other specialty finance companies. Our clients include some of the largest and best-known companies in the expanding BDC marketplace.
Insurance
Oppenheimer has significant experience working with small and mid-cap insurance companies across various industry sub-sectors including life, property and casualty and brokerage. We are a leader in public and private financings for insurance companies and in providing expertise in advisory assignments.
Real Estate Investment Trusts
Oppenheimer covers the real estate industry, serving both property REITs as well as mortgage REITs. Within the property REIT industry, we have experience across several sectors from hospitality and leisure to senior living. Our reputation as an experienced underwriter to real estate companies is built upon our dedication to the REIT industry.
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Stanley Stern
Managing Director,
Head of Financial Institutions
85 Broad Street
New York, NY 10004
Phone: (212) 667-7250
stanley.stern@opco.com
Jeffrey Cohen, Managing Director
85 Broad Street
New York, NY 10004
Phone: (212) 667-7244
Jeffrey.cohen@opco.com
Jason Janosz, Managing Director
85 Broad Street
New York, NY 10004
Phone: (248) 593-3700
Jason.janosz@opco.com
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