“Innovative financial solutions for your unique needs”

Oak Ridge’s Financial Institutions Group specializes in providing investment banking and fixed income sales and trading services to financial companies including banks, thrifts, insurance companies, money managers, public funds, finance companies and specialty lenders. Our team consists of professionals with nearly 100 years experience with in-depth knowledge of the capital markets and financial services industry.

Additionally, Ben Crabtree, Senior Advisor, publishes the Community Banking Monitor which is an industry publication discussing relevant and timely issues effecting the community bank. (Please email David Stieber if you would like to be added to the newsletter distribution.)


Investment Banking Services

 

We have the experience to structure and execute complex, innovative transactions to meet your financial institutions’ specific requirements.  Our services include:

  • Equity and debt financings
  • Rights offering advisory and execution services
  • Merger and acquisition advisory
  • Valuation services
  • Fairness Opinions
  • Strategic Planning

Sales and Trading

 

We offer fixed income securities sales and trading of agency, municipal and whole loan securities to financial institutional investors. Our pricing and fees are highly competitive and we have access to significant amounts of new and secondary issues.


Community Banking Monitor Monthly Newsletter

Our Team


Craig P. Mueller
Senior Vice President
(763) 923-2205
Craig's Bio
cmueller@oakridgefinancial.com



David Stieber
Managing Director
(763) 923-2291
David's Bio
dstieber@oakridgefinancial.com



Ben Crabtree
Senior Advisor
(763) 923-2275
Ben's Bio
bcrabtree@oakridgefinancial.com



Brian Foster
Senior Vice President of Investments
(763) 923-2247
Brian's Bio
bfoster@oakridgefinancial.com


 

Recent Transactions

 

 

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