Performance Trust Capital Partners
Overview
Performance Trust Capital Partners is a full-service investment bank specializing in fixed income and structured finance solutions for community depository institutions. With over 30 years of experience, the firm offers a range of services including balance sheet strategy, investment banking, capital markets, and client insights and analytics. Their approach combines Wall Street scale with the agility of an independent, employee-owned firm, aiming to help clients make better balance sheet decisions and serve their communities effectively. The firm's investment focus spans various stages, from growth and late-stage investments to pre-IPO, buyouts, turnarounds, and distressed situations. Geographically, Performance Trust operates in the United States and the United Kingdom, serving a diverse clientele in the financial services sector, including banks, credit unions, insurance companies, hedge funds, and asset managers. Their investment philosophy emphasizes disciplined analytics, education, and strategic insight to uncover hidden opportunities and transform complexity into strategic advantage. Performance Trust's commitment to education is evident through initiatives like Performance Trust University®, a premier fixed-income portfolio education program designed to help clients acquire the tools to ask the right questions and make beneficial decisions for their institutions. This educational cornerstone allows clients to deepen their expertise as they work alongside the firm, fostering a collaborative environment that supports long-term success and performance excellence.
Investment Focus
- Institutional clients
- Community depository institutions
- Financial institutions seeking balance sheet strategy and fixed income solutions
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Performance Trust Capital Partners
What sectors does Performance Trust Capital Partners invest in?
Performance Trust Capital Partners invests in Financial Services, Banking, Insurance, Asset Management and Hedge Funds, and is based in Chicago, Illinois, United States. Performance Trust Capital Partners is listed as a institutional investor in the ConnectSafely investor database.
What stage does Performance Trust Capital Partners invest at?
Performance Trust Capital Partners backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 1M - 50M.
Which regions does Performance Trust Capital Partners invest in?
Performance Trust Capital Partners invests across United States and United Kingdom.
Who are the partners at Performance Trust Capital Partners?
Team members listed for Performance Trust Capital Partners include Kenneth P. W. Rainey (President) and Joe Kessler (Vice President, Trade Operations).
What companies has Performance Trust Capital Partners invested in?
Performance Trust Capital Partners's portfolio includes Banesco USA, ENB Financial Corp, M C Bank, ODNB Financial Corporation and Tectonic Financial, Inc..
How do I contact Performance Trust Capital Partners?
Performance Trust Capital Partners's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
