Joe Mantone is the News Desk Manager for the U.S. financial institutions group and the author of Market Intelligence's quarterly white paper on M&A and equity capital markets activity. He also hosts the new podcast The Pipeline: M&A and IPO Insights. Full Bio

Joe Mantone is the News Desk Manager for the U.S. financial institutions group and the author of Market Intelligence's quarterly white paper on M&A and equity capital markets activity. He also hosts the new podcast The Pipeline: M&A and IPO Insights.

Joe joined the U.S. FIG team in 2008 and covered investment banks for more than 10 years before moving into his current role. Joe has been working as a business journalist for nearly 20 years and previously worked for The Wall Street Journal and the Crain Communications magazine, Modern Healthcare.  Joe is based in New York.

He holds a master’s degree in journalism from Roosevelt University and a bachelor’s degree in journalism from Arizona State University. Minimize

Greg Hertrich joined Nomura in 2010 as Head of the U.S. Depository Strategies Group from Deutsche Bank, where he was Head of U.S. Bank Strategies. Previously Greg ran the bank group at Merrill Lynch and was a senior bank strategist with Lehman Brothers after an extended tenure at First Union. Full Bio

Greg Hertrich joined Nomura in 2010 as Head of the U.S. Depository Strategies Group from Deutsche Bank, where he was Head of U.S. Bank Strategies. Previously Greg ran the bank group at Merrill Lynch and was a senior bank strategist with Lehman Brothers after an extended tenure at First Union. He is currently responsible for spearheading Nomura’s strategic work with U.S. domiciled institutions in both the bank and insurance sectors across the balance sheet and income statement. Greg serves as a strategic advisor on behalf of major stakeholders, including management teams, boards, institutional investors and regulators on risk management and corporate strategies, specifically focused in the areas of regulations and the capital markets. He serves on SHA’s Significant Risk Transfer Steering Committee. Greg has extensive experience collaborating with teams across markets and banking divisions to devise innovative tactical solutions for depositories in the post-Dodd Frank era. These initiatives include credit risk mitigation and capital relief, mortgage financing, and structuring solutions. Greg has been extensively quoted in the national press on issues related to U.S. market and risk dynamics. He is a frequent public speaker, including a series with global central bank managers, U.S. policy makers, as well as U.S. foreign regulators. Minimize

Benjamin Azoff focuses his practice on financial institutions, including securities and general corporate law. Full Bio

Benjamin Azoff focuses his practice on financial institutions, including securities and general corporate law. His 20 years of experience includes public and private offerings of equity and debt securities, mergers and acquisitions, mutual holding company reorganizations, mutual-to-stock conversions and branch acquisitions and sales. In addition, he regularly advises public companies on corporate governance, fiduciary duties, insider trading, stock exchange listing requirements and filings under the Securities Exchange Act of 1934, including proxy statements and periodic financial reporting. Mr. Azoff has also assisted a number of financial institutions with bank regulatory and compliance matters. Minimize

Christopher McGratty joined KBW in 2004 and was named Head of U.S. Bank Research in 2020. Previously he led the firm’s SMID-cap bank research team. Earlier in his career, he worked as a Financial Controller at Morgan Stanley from 2002-2004. Full Bio

Christopher McGratty joined KBW in 2004 and was named Head of U.S. Bank Research in 2020. Previously he led the firm’s SMID-cap bank research team. Earlier in his career, he worked as a Financial Controller at Morgan Stanley from 2002-2004.  Chris is regularly quoted in industry publications, including The Wall Street Journal, American Banker, Barron’s and The New York Times, and is often featured as a recurring guest on CNBC and Bloomberg TV. Chris received his BS degree from Villanova University in 2002, and holds a Chartered Financial Analyst designation as well. Minimize

Jonah, a partner, and portfolio manager at Endeavour Capital Advisors, Inc, has thirteen years’ experience analyzing and investing in banks. With a strong analytical and finance background, he has direct experience with the innovation economy and was a founding shareholder in Square 1 Bank. Full Bio

Jonah, a partner, and portfolio manager at Endeavour Capital Advisors, Inc, has thirteen years’ experience analyzing and investing in banks. With a strong analytical and finance background, he has direct experience with the innovation economy and was a founding shareholder in Square 1 Bank. Minimize

Bill Burgess is a managing director and co-head of investment banking in the financial services group at Piper Sandler. Based in the firm’s Chicago office, he has extensive financial industry experience and maintains a specific focus on mergers and acquisitions and capital raising for depositories and insurance institutions. Full Bio

Bill Burgess is a managing director and co-head of investment banking in the financial services group at Piper Sandler. Based in the firm’s Chicago office, he has extensive financial industry experience and maintains a specific focus on mergers and acquisitions and capital raising for depositories and insurance institutions.  Previously, he was a principal and co-head of Investment Banking at Sandler O’Neill + Partners, L.P. While at Sandler O'Neill, Burgess was involved in a number of transactions for depository institutions, including the sale of MB Financial to Fifth Third Bancorp, the sale of PrivateBancorp to CIBC; the sale of FirstMerit Corp. to Huntington Bancshares; First Midwest Bancorp’s acquisitions of Northern States Financial, Standard Bancshares, NI Bancshares, Great Lakes Financial and Banco Popular (Chicago); the merger of Baylake Corp and Nicolet Bankshares; the sale of Taylor Capital Group to MB Financial and First National of Nebraska’s sale of its merchant acquiring business to TYSYS. Burgess advised clients on equity and debt capital issuances, including Comerica, Wintrust Financial, Associated Banc-Corp, First Busey Corp., and AgStar Financial Services, among others.  Prior to joining Sandler O’Neill, Burgess was a managing director in the financial institutions group of Goldman, Sachs & Co. where he worked in investment banking for over 10 years. As a senior investment banker, he was responsible for coverage of Midwestern financial institutions, including over 35 publicly traded companies. Burgess advised clients on a wide range of transactions, including Sears Roebuck in its sale of Sears Credit to Citigroup; Household International in its sale to HSBC Holdings; and U.S. Bancorp in its merger with Firstar Corp. Over the course of his career, Burgess has been involved in more than 30 domestic and cross-border M&A transactions whose total value exceeds $60 billion and over 30 capital underwriting and corporate finance transactions with proceeds of over $20 billion.  Prior to joining Goldman Sachs, Burgess was a Lieutenant in the United States Navy from 1994-1998. His military service included leading a 135-man division on the aircraft carrier USS Kitty Hawk and two deployments to the Persian Gulf in support of U.N. no-fly zones over Iraq. He was awarded Navy Commendation and Navy Achievement Medals for exemplary performance and leadership during his deployments in the Persian Gulf, South America and the Caribbean.  Burgess holds a Masters of Business Administration degree in finance from the Graduate School of Business at The University of Chicago and a bachelor’s degree in economics with honors and distinction from the United States Naval Academy. Minimize