Investment Banking

A fresh look at investment banking for community banks and other smaller financial institutions.

Our Investment Banking Division is empowered to bring unique value to our clients by three factors:

Funding Solutions

Unparalleled distribution power with unique funding solutions

Investment Banking Expertise

Leadership with deep knowledge and proven success with forming unique solutions for each client

Performance & Risk Management

Cutting edge analytics from our Performance Management Group

  • Mergers & Acquisitions
  • Debt & Equity Capital Markets
  • Fairness Opinions
  • Underwritings
  • Strategic Advisory
  • Private Placements

How can we help you?


Finance 500 is a registered broker-dealer with FINRA and member of SIPC. All services described herein that are required by law to be conducted through a registered securities broker-dealer shall be conducted by registered representatives of Finance 500. Located in the same building as Finance 500 in Irvine California, Performance Management Group, Inc. (“PMG”) is a separate company that serves its national network of community bank clients by providing actionable intelligence, risk management and planning solutions. PMG believes that its solutions are the new standard when focusing on strategic growth, operational efficiency, enterprise risk, regulatory compliance and increasing shareholder value. Finance 500 and PMG are related by common ownership but managed independently. Finance 500 does not warrant the products or services of Performance Management Group and Finance 500 clients are not obligated to use PMG’s services. The use of PMG’s services, tools and resources does not guarantee compliance with applicable rules, regulations or laws.