Derek Szot is a Managing Director in the Investment Banking Group of Sandler O’Neill + Partners, L.P. He provides strategic advice primarily to depository financial institutions throughout United States.
Mr. Szot has significant experience working with mutual savings banks. This includes capital planning within the mutual structure, the conversion process where merited, and post-conversion capital management strategies. In addition to the capital offering process, Mr. Szot has an extensive background in mergers and acquisitions with particular expertise in financial modeling and helping clients assess the impact of various strategic alternatives to their base operations.
Before re-joining Sandler O’Neill in 2004, Mr. Szot was co-founder and principal of Y-Merge, which was acquired by SNL Financial. He originally joined Sandler O’Neill in 1993.
Mr. Szot is a graduate of the Wharton School of the University of Pennsylvania and Columbia University.