
“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 over 70 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.)
We have the experience to structure and execute complex, innovative transactions including equity and debt financing, merger & acquisition advisory and valuation services to meet your financial institutions specific requirements.
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.