News

12/2/2019
CNBC - Sandler O'Neill Analyst Rich Repetto Discusses the Charles Schwab and TD Ameritrade Merger
Rich Repetto, Principal at Sandler O'Neill, joins CNBC to discuss the Charles Schwab and TD Ameritrade merger.
11/25/2019
eFinancial Careers: The man to know if you want a FIG M&A job on Wall Street
If you’re a financial institutions group (FIG) M&A banker and want to know where all the action is, then you need to know Jimmy Dunne. eFinancial Careers profiles Jimmy Dunne following the Charles Schwab & TD Ameritrade deal, which Sandler advised on.
11/18/2019
Monthly Asset Management Report - October 2019
Sandler's Asset Management Investment Banking Group released its Monthly Asset Management Report for October 2019.
10/16/2019
Monthly Asset Management Report - September 2019
Sandler's Asset Management Investment Banking Group released its Monthly Asset Management Report for September 2019.
10/15/2019
CNBC - Sandler O'Neill Analyst Jeff Harte Discusses Big Bank Earnings
Jeff Harte, Principal at Sandler O'Neill, comments on quarterly earnings and what investors can expect from financial institutions earnings reports.
10/8/2019
CNBC - Sandler O'Neill Analyst Jeff Harte Shares His View on Financial Stocks
Jeff Harte, Principal at Sandler O'Neill, join CNBC's "Closing Bell" to discuss the financial sector.
9/17/2019
Monthly Asset Management Report - August 2019
Sandler's Asset Management Investment Banking Group released its Monthly Asset Management Report for August 2019.
9/10/2019
CNBC - Sandler O'Neill Analyst Jeff Harte Believes Bank Stocks Look Attractive
Jeff Harte, Principal at Sandler O'Neill, joins CNBC to discuss whether the tide is finally turning in banks' favor.
9/9/2019
Jonathan Kaufman Joins Sandler O’Neill as Managing Director
Sandler O’Neill announced that Jonathan Kaufman has joined the firm as a Managing Director in the Investment Banking Group. Mr. Kaufman will provide financial and strategic advisory services to financial technology companies and he will be based in the firm’s San Francisco office.
8/15/2019
CNBC - Sandler O'Neill Analyst Jeff Harte Shares His View on Big Bank Stocks
Jeff Harte, Principal at Sandler O'Neill, joins "Squawk Box" to discuss what he's watching in the banking sector after it slid more than 3% during Wednesday's sell-off.
8/14/2019
Monthly Asset Management Report - July 2019
Sandler's Asset Management Investment Banking Group released its Monthly Asset Management Report for July 2019.
8/13/2019
CNBC - Sandler O'Neill Analyst Jeff Harte Discusses What Investors Need to Know About Bank Stocks
Jeff Harte, Principal at Sandler O'Neill, joins CNBC's "The Exchange" to discuss what investors should know about bank stocks.
8/8/2019
CNBC - Sandler O'Neill Analyst Jeff Harte Shares His Thoughts on Financials Impact on Recent Market Sell-Off
Jeff Harte, Principal at Sandler O'Neill, joins “Squawk Box” to discuss to discuss financial stocks and how they were impacted during Wednesday's sell-off.
7/23/2019
Monthly Asset Management Report - June 2019
Sandler's Asset Management Investment Banking Group released its Monthly Asset Management Report for June 2019.
7/17/2019
CNBC - Sandler O'Neill Analyst Jeff Harte Discusses Bank of America's Earnings
Jeff Harte, Principal at Sandler O'Neill, joins “Squawk Box” with his analysis of Bank of America’s second-quarter earnings results.
7/10/2019
Bloomberg TV - Sandler O'Neill's Robert Albertson Discusses the U.S. Economy
Robert Albertson, Principal and Chief Strategist at Sandler O'Neill, discusses the state of shadow banking, credit creation, and his expectation for the U.S. economy on "Bloomberg Surveillance."
7/9/2019
Piper Jaffray and Sandler O'Neill Announce Merger; Combined Firm to be Named Piper Sandler Companies
Piper Jaffray Companies and Sandler O’Neill + Partners, L.P. announced they have entered into a definitive merger agreement. The combined company will be named Piper Sandler Companies and will bring together the leading investment banking firm focused on the financial services industry with the growing Piper Jaffray investment banking platform. The combination accelerates Piper Jaffray’s goal of prioritizing and building its M&A advisory business, adds a differentiated fixed income business and significantly expands the breadth and depth of the firm’s equity research, and sales and trading franchise.
7/9/2019
Bloomberg TV - Piper Got a 'Very Good Deal' on Sandler O’Neill, Dunne Says
Piper Jaffray agreed to buy Sandler O’Neill & Partners for $485 million to build up its merger-advisory business. Jimmy Dunne discusses the deal on "Bloomberg Markets."
6/14/2019
Monthly Asset Management Report - May 2019
Sandler's Asset Management Investment Banking Group released its Monthly Asset Management Report for May 2019.
6/6/2019
Sandler O'Neill Global Exchange and Brokerage Conference – Media Coverage 2019
CNBC conducted live interviews at our Global Exchange and Brokerage Conference.
5/20/2019
Monthly Asset Management Report - April 2019
Sandler's Asset Management Investment Banking Group released its Monthly Asset Management Report for April 2019.
5/10/2019
CNBC - Sandler O'Neill Analyst Rich Repetto Discusses Uber's IPO
Rich Repetto, Principal at Sandler O'Neill, joins CNBC to discuss the Uber IPO and its impact on NYSE.
4/30/2019
GAP Magazine: The Jimmy Dunne Endowed Scholarship
Jimmy Dunne was featured in Golf Association of Philadelphia's Spring Magazine for an endowed scholarship that has been named in his honor.
4/23/2019
Monthly Asset Management Report - March 2019
Sandler's Asset Management Investment Banking Group released its Monthly Asset Management Report for March 2019.
4/16/2019
Bloomberg TV - Sandler O'Neill Analyst Jeff Harte Looks at Bank of America's First Quarter Earnings
Jeff Harte, Principal at Sandler O'Neill, examines first-quarter results from Bank of America Corp.
4/15/2019
CNBC - Sandler O'Neill Analyst Jeff Harte Shares His Thoughts on Citigroup and Goldman Sachs
Jeff Harte, Principal at Sandler O'Neill, joins CNBC to discuss big bank earnings.
4/12/2019
Bloomberg TV - Sandler O'Neill Analyst Jeff Harte Discusses His Outlook for U.S. Bank Earnings
Jeff Harte, Principal at Sandler O'Neill, discusses the outlook for U.S. bank earnings on "Bloomberg Markets: The Close."
3/25/2019
FMS Magazine: Facing a Pause, Bank Managers Must Remain Vigilant
Scott Hildenbrand, Principal at Sandler O'Neill, penned an article for FMS Magazine on the best practices for creating franchise value late in the economic cycle.
3/20/2019
Monthly Asset Management Report - February 2019
Sandler's Asset Management Investment Banking Group released its Monthly Asset Management Report for February 2019.
3/19/2019
CNBC - Sandler O'Neill Analyst Rich Repetto Discusses IPOs
Rich Repetto, Principal at Sandler O'Neill, appears on CNBC's Closing Bell to discuss the Lyft IPO and impact on stock exchanges.
3/7/2019
CNBC - Sandler O'Neill Analyst Jeff Harte Shares His Thoughts on How Big Banks are Performing
Jeff Harte, Principal at Sandler O'Neill, joins CNBC's "The Exchange" to discuss markets and how the big banks are doing.
2/21/2019
Monthly Asset Management Report - January 2019
Sandler's Asset Management Investment Banking Group released its Monthly Asset Management Report for January 2019.
2/8/2019
CNBC - Jimmy Dunne Interviewed on CNBC's Squawk Box to Discuss Bank M&A
Jimmy Dunne joins CNBC to discuss the BB&T and SunTrust bank merger, as well as what he thinks the role of the Fed is in the markets.
2/7/2019
CNBC - Sandler O'Neill Analyst Stephen Scouten Discusses the BBT and SunTrust Merger
Stephen Scouten, Managing Director at Sandler O’Neill, joins CNBC to discuss the BB&T and SunTrust merger as shares surge on the news of the deal.
1/29/2019
2018 Asset Manager Transaction Review & 2019 Forecast
Asset management transaction activity surged in 2018 with 253 announced transactions, setting a new record by surpassing the previous high of 243 in 2007 and 210 in 2017. A positive U.S. economic backdrop and strong equity market performance prior to the fourth quarter helped fuel M&A activity in the U.S. Growth in M&A activity outside of the U.S. was also robust. Despite recent market volatility, the broader trends in the asset management industry remain unchanged and continue to create opportunities and challenges for both buyers and sellers of asset managers.
1/24/2019
Monthly Asset Management Report - December 2018
Sandler's Asset Management Investment Banking Group released its Monthly Asset Management Report for December 2018.
1/22/2019
Brunswick Review Magazine: Fighting Back
Jimmy Dunne allowed a Fortune reporter to chronicle his battle to rebuild Sandler O’Neill after 9/11. This is the inside story of how that article came to be.
1/17/2019
CNBC - Sandler O'Neill Analyst Jeff Harte Reviews Morgan Stanley's Earnings
Jeff Harte, Principal at Sandler O'Neill, joins CNBC's "Squawk Box" with his analysis of Morgan Stanley's fourth-quarter earnings report.
1/16/2019
CNBC - Sandler O'Neill Analyst Jeff Harte Discusses Goldman Sachs' Earnings
Jeff Harte, Principal at Sandler O'Neill, joins CNBC to break down Goldman Sachs' earnings.
1/14/2019
S&P Global: Sandler keeps lead in bank M&A financial adviser rankings in 2018
For the fourth year in a row, Sandler O'Neill & Partners clinched the top financial adviser spot for bank and thrift M&A in terms of deal value and number of deals, according to S&P Global Market Intelligence's league table rankings for 2018.
1/10/2019
Sandler was the top M&A advisor in 2018
Sandler O’Neill was the top M&A advisor for banks & thrifts in 2018. For the fourth consecutive year, we advised on more M&A deals with a greater aggregate deal value than any other firm focused on the financial services industry.
1/7/2019
The Leader in Raising Capital for Banks
2018 was another strong year for our Capital Raising Group. Once again, we were the leader in working with banks issuing debt. Our firm had 71% market share of debt capital raised last year. Since 2017, we have completed 62 public offerings or private placements of equity. During that time, we have raised over $12 billion in debt and equity deals for clients.
1/3/2019
CNBC - Sandler O'Neill Analyst Rich Repetto Shares His View on Market Volatility
Rich Repetto, Principal at Sandler O'Neill, appears on CNBC's Closing Bell to discuss stock exchanges during volatile markets.
12/27/2018
CNBC - Sandler O'Neill Analyst Jeff Harte Shares His View on the Correction in the Banking Sector
Jeff Harte, Principal at Sandler O'Neill, joins “Squawk on the Street” with his analysis on the correction in the banking sector.
12/20/2018
Monthly Asset Management Report - November 2018
Sandler's Asset Management Investment Banking Group released its Monthly Asset Management Report for November 2018.
12/17/2018
CNBC - Sandler O'Neill Analyst Jeff Harte Discusses Goldman Sachs
Jeff Harte, Principal at Sandler O'Neill, joins CNBC to breaks down Goldman Sachs' stock value after the government of Malaysia filed criminal charges against the company.
12/14/2018
S&P Global: Sandler O'Neill names new heads of i-banking
S&P Global wrote a story on the new heads of the Investment Banking Group - Bill Burgess, Scott Clark and David Sandler.
12/4/2018
CNBC - Sandler O'Neill Analyst Jeff Harte Discusses the Yield Curve and the Impact on Banks
Jeff Harte, Principal at Sandler O'Neill, joins CNBC to discuss the yield curve and how banks are impacting the sell-off in the market.
11/16/2018
Monthly Asset Management Report - October 2018
Sandler's Asset Management Investment Banking Group released its Monthly Asset Management Report for October 2018.
10/17/2018
Bloomberg TV - Sandler O'Neill Analyst Jeff Harte Reacts to Goldman Sachs and Morgan Stanley Earnings
Jeff Harte, Principal at Sandler O'Neill, discusses earnings from Goldman Sachs and Morgan Stanley on "Bloomberg Markets."
10/16/2018
Monthly Asset Management Report - September 2018
Sandler's Asset Management Investment Banking Group released its Monthly Asset Management Report for September 2018.
10/15/2018
CNBC - Sandler O'Neill Analyst Jeff Harte Discusses Bank of America's Earnings
Jeff Harte, Principal at Sandler O'Neill, joins 'Squawk Box' to discuss Bank of America's quarterly earnings.
10/10/2018
S&P Global: Sandler tops bank M&A league tables in Q3'18
Sandler O'Neill & Partners landed 15 bank and thrift M&A deal assignments in the third quarter and stayed on top of the 2018 financial adviser deal value and number-of-deal league tables through Sept. 30, according to S&P Global Market Intelligence's rankings.
10/9/2018
CNBC - Sandler O'Neill's Robert Albertson Discusses Bank Earnings and the Financial Sector
Robert Albertson, Principal and Chief Strategist, discusses his views on the stock market and what to expect from big earnings in the financial sector.
10/3/2018
CNBC - Sandler O'Neill Analyst Alexander Goldfarb Discusses Mall REITS
Alexander Goldfarb, Managing Director and REIT Analyst, joins CNBC to discuss mall REITS.
9/24/2018
Monthly Asset Management Report - August 2018
Sandler's Asset Management Investment Banking Group released its Monthly Asset Management Report for August 2018.
9/17/2018
CNBC - Sandler O'Neill Analyst Paul Newsome Shares His View on the Insurance Industry in the Aftermath of Hurricane Florence
Paul Newsome, Managing Director at Sandler O’Neill, joins CNBC's Squawk Box to discuss how Hurricane Florence is impacting the insurance industry.
9/11/2018
CNBC - Sandler O'Neill Analyst Jeff Harte Discusses the Financial Crisis 10 years Ago
Jeff Harte, Principal at Sandler O'Neill, joins CNBC's Power Lunch to discuss the financial crisis 10 years ago.
8/24/2018
USGA - Dunne Deal: Jimmy Dunne Making USGA Debut at Long Last
The USGA featured Jimmy Dunne ahead of the U.S. Senior Amateur Championship.
8/23/2018
Monthly Asset Management Report - July 2018
Sandler's Asset Management Investment Banking Group released its Monthly Asset Management Report for July 2018.
8/20/2018
Global Golf Post: The ‘Dunne Man’ Fills USGA Void
Jimmy Dunne was featured in the Global Golf Post as he qualified for the U.S. Senior Amateur Golf Championship. The article discusses Sandler's history and Jimmy's ties to the game of golf.
8/6/2018
CNBC - Jimmy Dunne Interviewed on CNBC's Halftime Report to Provide His Outlook on the Markets
Jimmy Dunne, Senior Managing Principal, joins CNBC's 'Fast Money Halftime Report' team to discuss his banking and markets outlook.
8/6/2018
CNBC - Jimmy Dunne Appears on CNBC to Discuss the Firm's 30th Anniversary and Qualifying for the U.S. Senior Amateur Championship
Jimmy Dunne, Senior Managing Principal, joins the 'Fast Money Halftime Report' team to look at his golf journey from 9/11 to the 2018 U.S. Senior Amateur Championship. He also discusses the firm's 30th anniversary.
7/18/2018
Monthly Asset Management Report - June 2018
Sandler's Asset Management Investment Banking Group released its Monthly Asset Management Report for June 2018.
7/17/2018
Bloomberg TV - Sandler O'Neill Analyst Jeff Harte Shares His View on Goldman Sachs CEO Change
Jeff Harte, Principal at Sandler O'Neill, discusses the retirement of Goldman Sachs Group Inc. Chief Executive Officer Lloyd Blankfein. He speaks with Bloomberg's Jonathan Ferro on "Bloomberg Markets: The Open."
7/13/2018
Bloomberg TV - Sandler O'Neill Analyst Jeff Harte Previews Bank Earnings
Jeff Harte, Principal at Sandler O'Neill, breaks down the earnings from JP Morgan and Citgroup with Bloomberg's Julie Hyman on "Bloomberg Markets."
7/10/2018
S&P Global: Sandler tops bank M&A financial adviser rankings in H1'18
Sandler O'Neill & Partners was the top financial adviser for bank and thrift M&A in the first half of 2018 both by deal value and by number of deals, according to S&P Global Market Intelligence's league table rankings. Sandler advised on 32 bank and thrift M&A deals and earned $9.29 billion in deal credit through the first two quarters of 2018
7/6/2018
CNBC - Sandler O'Neill Analyst Scott Siefers Discusses the Outlook for Financials
Scott Siefers, Principal at Sandler O'Neill, discusses the outlook for the financial sector for the rest of the year.
6/27/2018
Bloomberg TV - Sandler O'Neill Analyst Jeff Harte Shares His Thoughts on the Financial Sector
Jeff Harte, Principal at Sandler O'Neill, talks about bank earnings, the risks of a trade war and rising interest rates.
6/20/2018
CNBC - Jimmy Dunne Interviewed on CNBC's Squawk Box with Guest Host David Novak
Jimmy Dunne, Senior Managing Principal, appeared on CNBC's Squawk Box to discuss his outlook on the markets and rising rates.
6/20/2018
Monthly Asset Management Report - May 2018
Sandler's Asset Management Investment Banking Group released its Monthly Asset Management Report for May 2018.
6/14/2018
Keynote Speaker Joe Moglia at the Sandler O'Neill's Global Exchange and Brokerage Conference
Keynote speaker at Sandler O'Neill's Global Exchange and Brokerage Conference was Joe Moglia, TD Ameritrade Chairman and head football coach and Chair of Athletics at Coastal Carolina University.
6/14/2018
Fireside Chat with SEC Chairman Jay Clayton at Sandler O'Neill's Global Exchange and Brokerage Conference
Fireside Chat with SEC Chairman and Rich Repetto at Sandler O'Neill's Global Exchange and Brokerage Conference.
6/14/2018
CNBC - Sandler O'Neill Analyst Jeff Harte Discusses the Impact of Rising Interest Rates on Bank Stocks
Jeff Harte, Principal at Sandler O'Neill, discusses what continued rate hikes mean for the banking sector.
6/13/2018
Golf Channel - How golf saved the life of Jimmy Dunne
Hear about the emotional journey of Jimmy Dunne, and find out how the best and worst days of his life will be connected forever.
6/6/2018
Sandler O'Neill Global Exchange and Brokerage Conference – Media Coverage
CNBC was on hand to broadcast live interviews at our Global Exchange and Brokerage Conference.
5/30/2018
CNBC - Sandler O'Neill's Robert Albertson Provides Insight into Bank Stocks in the Wake of European Volatility
Robert Albertson, Chief Strategist at Sandler O'Neill, joins CNBC to provide insight into the ripple effect of Italy's political chaos and the vulnerability of banks.
5/17/2018
Monthly Asset Management Report - April 2018
Sandler's Asset Management Investment Banking Group released its Monthly Asset Management Report for April 2018, which includes a case study of the announced acquisition of Financial Engines by Hellman & Friedman.
5/14/2018
Newsday: The Jimmy Dunne-Patrick Reed connection
Jimmy Dunne, Senior Managing Principal, speaks with Newsday about his relationship with Patrick Reed ahead of the 2018 U.S. Open.
5/8/2018
Street Talk Podcast featuring Scott Hildenbrand from S&P Global's Community Bankers Conference
The Street Talk Podcast features Scott Hildenbrand, Sandler’s Chief Balance Sheet Strategist, from his discussion on managing deposits at S&P Global's Community Bankers Conference.
5/1/2018
CNBC - Sandler O'Neill Analyst Jeff Harte Shares His Outlook on the Financial Sector
Jeff Harte, Principal at Sandler O'Neill, discusses his outlook for the financial sector.
4/26/2018
How to Manage Funding Pressure?
Scott Hildenbrand, Sandler’s Chief Balance Sheet Strategist, penned an article for Banconomics which outlines some considerations that should go into managing funding pressure.
4/19/2018
Monthly Asset Management Report - March 2018
Sandler's Asset Management Investment Banking Group released its Monthly Asset Management Report for March 2018.
4/16/2018
CNBC - Sandler O'Neill Analyst Jeff Harte Breaks Down Bank of America's Quarterly Earnings Report
Jeff Harte, Principal at Sandler O'Neill, breaks down Bank of America's quarterly numbers.
4/13/2018
CNBC - Sandler O'Neill Analyst Scott Siefers Discusses Wells Fargo Quarterly Earnings
Scott Siefers, Principal at Sandler O'Neill, discusses Wells Fargo's earnings, which beat in spite of a raft of negative headlines in the last year.
4/13/2018
CNBC - Sandler O'Neill Analyst Jeff Harte Discusses the Market's Reaction to Bank Earnings
Jeff Harte, Principal at Sandler O'Neill, discusses the sell-off in big banks after reporting strong earnings.
3/16/2018
Monthly Asset Management Report - February 2018
Sandler's Asset Management Investment Banking Group released its Monthly Asset Management Report for February 2018.
3/13/2018
CNBC - Sandler O'Neill's Robert Albertson Weighs in on "What's Working" in the Economy
Robert Albertson, Chief Strategist at Sandler O'Neill, weighs in on where he sees opportunities in the financial sector.
3/9/2018
CNBC - Sandler O'Neill Analyst Jeff Harte Discusses Goldman Sachs
Jeff Harte, Principal at Sandler O'Neill, discusess the news that Goldman Sachs’ Lloyd Blankfein will leave the bank by the end of the year.
2/28/2018
Asset Manager Transaction Review - 2017 Reached its Highest Level since the Global Financial Crisis
Asset management transaction activity in 2017 reached its highest level since the Global Financial Crisis, with 208 announced transactions compared to 149 in 2016 and 148 in 2015. Accelerated global economic performance drove strong equity markets, translating to robust M&A activity.
2/16/2018
Monthly Asset Management Report - January 2018
Sandler's Asset Management Investment Banking Group released its Monthly Asset Management Report for January 2018.
2/16/2018
CNBC - Sandler O'Neill Analyst Rich Repetto Reacts to Recent Market Volatility
Rich Repetto, Principal at Sandler O’Neill, joins CNBC to discuss whether volatility is set to spike again soon.
2/9/2018
CNBC - Jimmy Dunne Interviewed on CNBC's Squawk Box
Jimmy Dunne, Senior Managing Principal, appeared on CNBC's Squawk Box to discuss market volatility, rising interest rates, and how banks will be impacted.
1/22/2018
Bank Director: Does Your Bank Have a Deposit Strategy?
Scott Hildenbrand, Sandler’s Chief Balance Sheet Strategist, co-authored an article for Bank Director Magazine advising banks how best to manage their deposits in the face of rising interest rates.
1/19/2018
Monthly Asset Management Report - December 2017
Sandler's Asset Management Investment Banking Group released its Monthly Asset Management Report for December 2017.
1/17/2018
Bloomberg TV - Sandler O'Neill Analyst Jeff Harte Discusses Big Bank Earnings
Jeff Harte, Principal at Sandler O'Neill, joins Bloomberg TV to recap earnings from Bank of America and Goldman Sachs.
1/12/2018
CNBC - Sandler O'Neill Analyst Scott Siefers Reviews Wells Fargo Earnings
Scott Siefers, Principal at Sandler O'Neill, joins CNBC to discuss Wells Fargo's quarterly numbers and provide his outlook on the bank.
1/12/2018
S&P Global Market Intelligence: Sandler tops bank M&A financial adviser rankings in 2017
For the third straight year, Sandler O'Neill & Partners LP was the top financial adviser for bank and thrift M&A, both in terms of deal value and number of deals, according to S&P Global Market Intelligence's league table rankings.