Joseph S. Berry, Jr.

Managing Director Co-Head of Depositories Investment Banking at KBW LLC

Joseph S. Berry, Jr.

Joseph S. Berry, Jr.

Managing Director Co-Head of Depositories Investment Banking at KBW LLC

Biography

Joseph S. Berry is MD & Co-Head-Depository Investment Banking at KBW LLC. Mr. Berry received an undergraduate degree from Bucknell University.

Overview
RelSci Relationships

1072

Number of Awards

1

Contact Data
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Relationships
RelSci Relationships are individuals Joseph S. Berry, Jr. likely has professional access to. A relationship does not necessarily indicate a personal connection.

President & Chief Executive Officer Keefe, Bruyette & Woods at Stifel Financial Corp.

Relationship likelihood: Strong

Vice Chairman at Keefe, Bruyette & Woods, Inc.

Relationship likelihood: Strong

Executive Vice President & Head of Investment Banking at KBW LLC

Relationship likelihood: Strong

Managing Director Co-Head of Equity Sales at KBW LLC

Relationship likelihood: Strong

Former Head of Equity Sales at Keefe, Bruyette & Woods, Inc.

Relationship likelihood: Strong

General Counsel at KBW LLC

Relationship likelihood: Strong

Head-Hong Kong Equities at KBW LLC

Relationship likelihood: Strong

Managing Director Co-Head of Depositories Investment Banking at KBW LLC

Relationship likelihood: Strong

Executive Vice President & Co-Head of European Investment Banking at KBW LLC

Relationship likelihood: Strong

Managing Director Co-Head of Equity Capital Markets at KBW LLC

Relationship likelihood: Strong

In The News
The Deal Pipeline
January 30, 2015
National Bank Holdings buys Pine River Bank
The Deal Pipeline
September 8, 2014
BB&T buys Bank of Kentucky for $363M
SNL Financial Services Daily
May 23, 2014
Advisers rewriting bank M&A handbook
The Deal Pipeline
October 2, 2013
Sense of the markets: Banking on a bargain
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Joseph S. Berry, Jr.
Managing Director Co-Head of Depositories Investment Banking at KBW LLC
Education

Established in 1846 as the University at Lewisburg; renamed Bucknell University in 1886 in honor of William Bucknell, a major benefactor. The University is highly selective, private, nonsectarian, coeducational (since 1883), residential, and undergraduate, with a small graduate program.

Career History
Managing Director Co-Head of Depositories Investment Banking
1998 - Current

KBW LLC provides investment banking and financial services. It offers mergers, acquisitions, strategic advisory services, equity and fixed income securities offerings, structured finance and mutual thrift conversions, asset management, securities underwriting, and related investment advisory services. The firm focuses on banking and insurance companies, real estate companies and real estate investment trust, broker-dealers, mortgage banks, asset management companies, and specialty finance companies. Its business is organized into three general service offerings: Investment banking, including mergers and acquisitions and other strategic advisory services, equity and fixed income securities offerings, and mutual thrift conversions, Equity and Fixed Income sales and trading; and Research that provides fundamental, objective analysis that identifies investment opportunities and helps its investor customers make investment decisions. The company was founded by Harry Keefe Jr., Gene Bruyette, and Norbert Woods on June 11, 1962 and is headquartered in New York, NY.

Managing Director Co-Head of Depositories Investment Banking
1996 - Current

Founded in 1962, Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm is a subsidiary of KBW LLC and their ultimate parent is Stifel Financial Corp. (NYSE: SF). Keefe, Bruyette & Woods specializes exclusively in the financial services sector. The firm's focus includes banking companies, insurance companies, broker/dealers, mortgage banks, asset management companies and specialty finance firms. Their services include: corporate finance, mergers and acquisitions and sales and trading. Keefe, Bruyette & Woods is a member of FINRA and the SIPC.Keefe, Bruyette & Woods' research group uses a bottom-up approach to follow the majority of the financial services companies in the S&P 500 and the Dow Jones STOXX 600 Index, as well as hundreds of other U.S. and European financial services companies on a daily basis. Their research provides the foundation for five widely followed industry indices: the KBW Bank index, the KBW Insurance index, the KBW Capital Markets index, the KBW Mortgage Financial index, and the KBW Regional Banking index.

Transactions
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Talmer Bancorp, Inc. purchases First Place Bank from First Place Financial Corp. (Ohio)

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Banco Bilbao Vizcaya Argentaria SA purchases Texas Regional Bancshares, Inc.

Awards & Honors
2013
M&A Advisor - 40 Under 40, Dealmaker
Other Affiliations

Joseph S. Berry, Jr. is affiliated with KBW LLC, Keefe, Bruyette & Woods, Inc.

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