Most firms passionately dole out advice. But advice is cheap if it fails to begin with your long-term strategy in mind and take into account every decision’s interconnectivity. Performance Trust delivers a holistic approach to identifying and managing risk and reward over the lifecycle of your institution– whether you seek to grow organically, grow through acquisition, or make a strategic exit on favorable terms. We help community financial institutions make more confident decisions through education to serve their communities and help fuel small businesses by using revolutionary tools, insights, and strategies founded on strong analytic principles. Today, Performance Trust is the largest full-service investment bank focused on community depository institutions.
Contact: Jason Batliner
1909 Woodall Rodgers Fwy, Ste 550
Dallas, TX 75201
Phone: (214) 396-2595