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Investment Banking Team

Thomas A. Lynch, Managing Director.
tlynch@howebarnes.com
312-655-2980


Mr. Lynch has nearly 20 years of investment banking experience. He has extensive experience leading material transactions, including acquisitions, mergers of equals, thrift conversions, branch divestitures and general advisory assignments. Prior to joining Howe Barnes, Mr. Lynch was a Managing Director in Sandler O'Neill's Chicago office. Mr. Lynch is primarily focused on capital raising and providing investment banking advisory services to many of our key relationships. Mr. Lynch received his Bachelor of Arts from The University of Notre Dame and an M.B.A. from Loyola University.

Thomas R. Mecredy, Managing Director.
tmecredy@howebarnes.com
512-495-9890

Mr. Mecredy joined Howe Barnes after leading the Investment Banking Division of Alex Sheshunoff & Co. where he was involved in over 1,000 bank stock appraisals and 250 mergers and acquisitions transactions. Mr. Mecredy's primary responsibilities are investment banking and coordination of the Firm's Texas activities with financial institutions and expanding Howe Barnes' national platform. Mr. Mecredy is a graduate of Purdue University where he received a Bachelor of Arts in Finance.

Patrick Nicolini , Managing Director.
pnicolini@howebarnes.com
415-538-5718

Mr. Nicolini has nearly ten years of investment banking advisory experience. He has advised on numerous high-profiled financial services mergers and acquisition transactions on the west coast and a multitude of capital raising transactions, including initial public offerings, follow-on and secondary offerings, registered direct offerings, PIPEs, private placements, preferred shares, trust preferred securities, convertible securities, subordinated debentures and senior notes. Prior to joining Howe Barnes, Mr. Nicolini most recently served as a Director in the financial services group of RBC Capital Markets, and prior to that, as an Associate for CIBC World Markets. He began his career with Deloitte & Touche where he earned his C.P.A. Mr. Nicolini graduated from the University of California at Berkeley with a Bachelors of Arts degree in Economics and earned his M.B.A. from Georgetown University.

Paul Reese, CFA, Managing Director
preese@howebarnes.com
415-538-5727


Mr. Reese has almost 15 years of investment banking and financial institution consulting experience. Prior to joining Howe Barnes, Mr. Reese was a Managing Director of Professional Bank Services. Mr. Reese has extensive experience leading and negotiating significant advisory transactions, including mergers, acquisitions, mutual to stock conversions, branch purchases and divestitures and general advisory assignments including appraisal services, due diligence engagements, strategic planning and the formulation of business plans for financial institutions throughout the United States. With a strong community bank focus Mr. Reese brings extensive expertise in strategic planning and strategies to remain independent. Mr. Reese has been a lecturer at various national banking schools as well as national community bank conferences. He is primarily focused on providing investment banking advisory services to West Coast financial institutions. Mr. Reese received his Bachelor of Science in Finance from The McIntire School of Commerce at the University of Virginia. He is also a Chartered Financial Analyst.

John F. Schramm, Managing Director.
jschramm@howebarnes.com
919-424-0102


Mr. Schramm has extensive experience in bank mergers and acquisitions, mutual-to-stock conversion appraisals, fixed income asset-backed financing, and business plans. His previous experience includes co-founding the Financial Institutions Group at Triangle Capital Partners, serving as Managing Director for the Trident Securities division of McDonald Investments where he was involved in numerous bank mergers and acquisitions, and consulting for Arthur Anderson & Co. where he worked with companies in the financial services, healthcare, manufacturing, distribution and utilities industries. Mr. Schramm received his Bachelor's degree from Northwestern University and an M.B.A. from Duke University. Mr. Schramm is an Accredited Senior Appraiser certified in business valuation by the American Society of Appraisers.

William J. Wagner, Managing Director.
bwagner@howebarnes.com
919-424-0101


Mr. Wagner has extensive experience providing financial advisory services to community financial institutions in the areas of merger advisory services, strategic planning, branch and share purchases, and capital raising, including trust preferred securities. His previous experience includes co-founding the Financial Institutions Group at Triangle Capital Partners, serving as Senior Vice President in the Trident Securities division of McDonald Investments where he was involved in numerous announced bank mergers and acquisitions, serving as Vice President of First Citizens Bank in the corporate finance department, and tax consulting with Deloitte and Touche. Mr. Wagner received his Bachelor of Science degree from Miami University and an M.B.A. from Duke University. Mr. Wagner is also a Certified Public Accountant.

Daniel M. Weber, Managing Director.
dweber@howebarnes.com
312-655-2981


Mr. Weber has extensive experience providing investment banking services to banks and thrifts. Prior to joining Howe Barnes Hoefer & Arnett, Mr. Weber spent 12 years at Sandler O'Neill & Partners, L.P. where he led and participated in numerous transactions including mergers and acquisitions, capital offerings and general advisory assignments for depository institutions on both coasts and the Midwest. Mr. Weber received his B.S. in Finance from the McIntire School of Commerce at the University of Virginia.

Charles H. Barrow, Senior Advisor.
cbarrow@howebarnes.com
312-655-2976


Mr. Barrow has nearly 50 years of experience in banking, having provided merger and acquisition advisory services and capital formation for commercial banks and savings institutions. He has facilitated the completion of a significant number of merger transactions for commercial banks and savings institutions, as well as in raising debt and equity for financial institutions through both private placements and public offerings. Mr. Barrow served in various capacities during his 34 year tenure at The Northern Trust Corporation, last serving as President of the Bank and its parent holding company. Mr. Barrow also served as a Managing Director of the Financial Institutions Group at EVEREN Securities. Mr. Barrow received a Bachelor's Degree from Princeton University and an M.B.A. from the University of Chicago.

Eric P. Radzak, Vice President.
eradzak@howebarnes.com
312-655-2878


Mr. Radzak provides financial advisory and capital raising services to community banks and thrifts. His transactional experience over the last eight years includes several M&A and capital raising assignments, as well as debt and asset-backed securitization origination, all within the banking, specialty finance and asset management industries. Mr. Radzak re-joined Howe Barnes from Piper Jaffray & Co where he was an Associate with the Financial Institutions Group. Previous to working at Piper, Mr. Radzak was an Assistant Vice President with Banc One Capital Markets and a Credit Underwriter with Bank One, NA. Mr. Radzak graduated from Cornell College with a Bachelor's Degree in Economics and Business.

Charles L. Stubbs, Vice President.
cstubbs@howebarnes.com
919-424-0103


Mr. Stubbs provides financial advisory services to community banks and thrifts, including mergers and acquisitions advisory, valuations, fairness opinions and strategic planning. He has represented both buyers and sellers in merger transactions. He also has experience assisting financial institutions with public and private capital raising, mutual-to-stock conversions, and mutual holding company reorganizations. His previous experience includes investment banking roles at Trident Securities and First Union National Bank. Mr. Stubbs received a Bachelor of Science from North Carolina State University and an M.B.A. from the Kenan Flagler Business School at the University of North Carolina at Chapel Hill.

Chris Zych, Vice President.
czych@howebarnes.com
919-424-0105


Mr. Zych provides financial advisory and capital raising services to community banks and thrifts. Mr. Zych has provided financial advisory and mergers and acquisitions advisory services to the banking industry since 1992. His clients have ranged from community banks to large super regional banks in the Southeast. Prior to joining Howe Barnes, Mr. Zych was the Senior Vice President and Director of Mergers & Acquisitions at United Community Banks from 2002 to 2007. He also managed the company's investment securities portfolio. Previous experience also includes working in both the Corporate and Investment Banking division and in Corporate Development for SunTrust Banks. Mr. Zych received a B.S. in Finance from Bentley College and an M.B.A. from the Babcock Graduate School of Management at Wake Forest University.

 

 

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