About Performance Trust Capital Partners
Performance Trust Capital Partners is an investment bank founded in 1994. It is primarily based in Chicago, United States. As of Jul 2026, Performance Trust Capital Partners has facilitated 76 deals, comprising 49 M&A deals and 27 funding rounds. It has facilitated 4 deals in the last 12 months. It primarily facilitates Business Acquisition and Conventional Debt deals for United States and Ireland based companies. The deals facilitated are spread across a wide range of sectors from Financial Services to FinTech. Most recently, it facilitated the $***** Post IPO round of Patriot Bank on Mar 20, 2025 and the acquisition of Affinity Bank by Fidelity Investments on Mar 31, 2026. Apart from facilitating deals, Performance Trust Capital Partners has also invested in 1 company.
Key Metrics
Founded Year
1994
Location
Chicago, United States
No. of Deals facilitated
76
No. of Deals facilitated in last 12 months
4
Top Deal Types
Business Acquisition, Conventional Debt
Top Locations of Deals
Top Sectors of Deals
Funding Rounds Facilitated
M&A Facilitated
Recent Funding Deals facilitated by Performance Trust Capital Partners
Performance Trust Capital Partners has facilitated a total of 27 funding deals including Post IPO deals. The latest round that they facilitated was on Mar 20, 2025 for Patriot Bank in their Post IPO round of $*****.Their most notable funding round deals include a $***** Conventional Debt round of Kiavi.Here is the list of recent funding rounds facilitated by Performance Trust Capital Partners:
Date | Company | Round Name | Amount | Investors |
|---|---|---|---|---|
Mar 20, 2025 | Post IPO | 9387 | - | |
Mar 01, 2024 | Conventional Debt | 2876 | - | |
Oct 24, 2022 | Conventional Debt | 1379 | - | |
Jun 22, 2022 | Conventional Debt | 6460 |
Recent M&A Deals facilitated by Performance Trust Capital Partners
The latest M&A that they facilitated was on Mar 31, 2026 where Affinity Bank was acquired by Fidelity Investments.Their most notable M&A deals include acquisition of Inez Deposit Bank by First State Bank.Here is the list of recent M&A deals facilitated by Performance Trust Capital Partners:
Date | Company | Amount | Acquirers | Co Facilitators |
|---|---|---|---|---|
Mar 31, 2026 | 1446 | and 2 more | ||
Mar 20, 2026 | 9577 | and 2 more | ||
Nov 24, 2025 | 3646 | and 1 more | ||
Sep 23, 2025 | 4820 |
Team profile of Performance Trust Capital Partners
Performance Trust Capital Partners has a team of 58 members including 33 Partners and 13 Principals located in United States. Performance Trust Capital Partners' team does not sit on the board of any company as of now.Here is a list of top team members in Performance Trust Capital Partners:
Name | Designation | Location | Contact Details |
|---|---|---|---|
Partner | Atlanta | ||
Partner | Chicago | ||
Partner | Chicago | ||
Partner | Chicago | ||
Partner | Chicago | ||
Partner | Greenwich | ||
Partner | Charlotte | ||
Partner | Chicago | ||
Partner | Chicago | ||
Partner | Chicago | ||
Partner | Chicago |
Performance Trust Capital Partners News
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Tectonic Financial, Inc. Completes $40 Million Subordinated Debt OfferingAccess Newswire•Feb 12, 2026•Performance Trust Capital Partners
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Performance Trust Expands to UK with PTUK Led by Bates and GrayPR Newswire•Dec 16, 2025•Performance Trust Capital Partners
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Asset Based Lending Announces Third Securitization of $190 MillionPR Newswire•Jun 10, 2025•, Nomura, Performance Trust Capital Partners, Mizuho Financial Group and 1 other
