Adam Keefer

Managing Director, Investment Banking at Sandler O'Neill & Partners LP

Adam Keefer

Adam Keefer

Managing Director, Investment Banking at Sandler O'Neill & Partners LP

Biography

Adam J. Keefer is a Managing Director in the Investment Banking Group of Sandler O’Neill + Partners, L.P. Since joining the firm in 2004, Mr. Keefer has focused on financial institutions in the western region. He has extensive experience serving as an advisor in mergers and acquisitions, public and private capital raising transactions, recapitalizations, restructurings and other strategic initiatives for Sandler O’Neill’s clients, including the $2.0 billion merger between Umpqua Holdings Corp. and Sterling Financial Corp., Pacific Capital Bancorp’s $1.5 billion sale to Mitsubishi UFJ Financial Group, Inc. and Washington Banking Company’s $265 million strategic merger with Heritage Financial Corp.

Prior to joining Sandler O’Neill, Mr. Keefer served as an investment banking analyst for D.A. Davidson & Co.

Following a year of study at the London School of Economics, Mr. Keefer graduated with honors from Trinity College in Connecticut with a B.A. in Economics. He has also completed Pacific Coast Banking School’s graduate program in banking at the University of Washington.

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Managing Director, Investment Banking at Sandler O'Neill & Partners LP

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Senior Managing Principal, Financial Services Group at Piper Sandler Companies

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Analyst at Sandler O'Neill & Partners LP

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Managing Director, West Coast at Performance Trust Capital Partners LLC

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Analyst at Sandler O'Neill & Partners LP

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Managing Director, Mortgage Finance at Sandler O'Neill & Partners LP

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Principal, Investment Banking at Sandler O'Neill & Partners LP

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Co-Founder at Sandler O'Neill & Partners LP

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Managing Principal, Chief Financial Officer & Chief Operating Officer at Sandler O'Neill & Partners LP

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Managing Director, Investment Banking at Sandler O'Neill & Partners LP

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Adam Keefer
Managing Director, Investment Banking at Sandler O'Neill & Partners LP
Education
Attendee
Class of 1998

Catlin Gabel is a progressive co-educational independent day school which serves over 700 students, grades preschool through 12th grade. The school honors each child's innate capacities, encourages exploration, welcomes questions and presents creative challenges to every student. This method forms bold learners who become insightful questioners, responsible thinkers, and inspired action-takers for life.

B.A. in Economics with Honors

Trinity College looks like a traditional New England liberal arts school. But we act in some untraditional ways. Our commitment to urban-global education, for example, is groundbreaking, as is our interdisciplinary Neuroscience Program and our First-Year Program, one of the earliest in the nation. We have also just added more than 20 young teacher/scholars to our faculty, and our faculty across the board is committed to collaboration with students on real-world research projects. We continue to re-examine and transform the concept of liberal arts education because our graduates expect to thrive and to have a serious effect on the world. Trinity’s 10:1 student/faculty ratio means access to teachers who have time to discuss your term paper in person, encourage your research project, and celebrate your success on Commencement Day. Choose from 38 academic majors in the liberal arts and sciences, including one in engineering, another program that is not traditional for a college like Trinity. Twenty-six interdisciplinary minors like human rights, Jewish studies, and African American studies give you even more choices. World-wide study abroad, courses that include interaction with the city around us, and for-credit academic internships give you experience beyond the classroom. And yes, our campus is beautiful in a traditional New England-college way—100 green acres dotted with historic buildings—and it’s located in an interesting place, Connecticut’s state capital, the city of Hartford. It’s home to 2,300 students from 45 states and 47 countries who connect to the College and each other through 100 student organizations, 29 NCAA Division III athletic teams, internships, and volunteer projects. You can learn about all of this here on our Web site—academics, athletics, student activities, and more—but the best thing is to visit Trinity and see for yourself. Campus visits are conducted year-round, and you are always welcome

Attendee

LSE was founded in 1895 and has grown to become one of the foremost social science universities in the world, ranked alongside Harvard, UC Berkeley and Stanford. A specialist university with an international intake, LSE's reach extends from its central London campus to around the world. The School has a cosmopolitan student body, with around 9,500 full time students from 140 countries It has a staff of just over 3,000, with about 46 per cent drawn from countries outside the UK Over 100 languages are spoken on LSE's campus An influential network of over 160,000 LSE alumni spans the world, covering over 190 countries with more than 80 active alumni groups.

Pacific Coast Banking School's Graduate Program

Founded in 1861 by a private gift of 10 acres in what is now the heart of downtown Seattle, the UW is one of the oldest public universities on the West Coast. We’re deeply committed to upholding the responsibility that comes with that legacy. And being public has always meant being accessible. Anyone can enjoy and be enriched by all the UW has to offer, including world-class libraries, art, music, drama, sports and the highest quality medical care in Washington state. Being public also means being engaged with our communities, and through knowledge and discovery we are elevating the quality of lives of others.

Career History
Managing Director, Investment Banking
2004 - Current

Founded in 1988, Sandler O'Neill & Partners LP is a broker/dealer headquartered in New York City. The firm is a subsidiary of Sandler O'Neill & Partners Corp. and their ultimate parent is SOP Holdings LLC.Sandler O'Neill & Partners' Equity Sales & Trading team seeks to enhance liquidity, execute complex transactions, distribute securities and provide institutional investor exposure for hundreds of financial institutions. Sandler O'Neill is a market maker for over 425 NASDAQ financial stocks and trades equities on all active exchanges including the NYSE, NASDAQ, OTC Bulletin Board and Pink Sheets. They work with CEOs, CFOs and management teams on corporate buybacks, portfolio valuations, rebalancings and liquidations.Sandler O'Neill publishes detailed equity research on approximately 270 financial services companies. They primarily cover small- and mid-sized companies that are not widely followed by large Wall Street firms. Their research coverage focuses on the following industries: (1) banks and thrifts (2) specialty finance and credit card companies (3) asset management (4) e-Finance (5) investment banking firms and broker/dealers (6) REITS (7) mortgage REITs and (8) insurance.

Professional
Prior

Sandler O'Neill & Partners Corp. operates as a investment banking firm and broker dealer focused on the financial services sector. Its services include fixed income, capital raising, investment banking, equity research, equity sales and trading, strategy and mortgage finance. The company is headquartered in New York, NY.

Investment Banking Analyst
Prior

D. A. Davidson & Co. is a dually SEC-registered investment adviser and FINRA broker-dealer headquartered in Great Falls, Montana. The firm is a subsidiary of D.A. Davidson Companies, a financial services holding company. They provide analysis and research recommendations for institutional clients throughout North America. Their research focuses on companies in selected industries, where they have analytical advantages, including proximity, industry expertise and/or experience. D. A. Davidson focuses on the following industries: capital goods and industrials, basic materials, technology, infrastructure, financial services and consumer services.

Transactions
Details Hidden

Banner Corp. purchases Skagit Bancorp, Inc.

Details Hidden

Heritage Financial Corp. (Washington) purchases Premier Commercial Bancorp

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Heritage Financial Corp. (Washington) purchases Puget Sound Bancorp, Inc. (Bellevue, Washington)

Other Affiliations
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