Bio

Dan joined Performance Trust in 2022 as a Managing Director covering depositories in the Western US. His responsibilities include evaluating financial and strategic options for financial institutions, including mergers & acquisitions, capital raising and strategic advisory solutions. He has spent the entirety of his 25-year career working with and for financial services companies, focused on developing relationships with private and public banks/thrifts, credit unions, specialty finance companies, private equity and institutional investors in order to identify, cultivate and execute investment banking transactions. Pake has closed 100+ M&A, capital raising and other advisory mandates representing over $12 billion in transaction value. Prior to joining Performance Trust, Dan was Head of West Coat Investment Banking at Hovde Group for 10 years. Prior, he spent 10 years in the Financial Institutions Investment Banking Group at BB&T Capital Markets. Dan received an MBA in Finance & Accounting from the Owen Graduate School of Management at Vanderbilt University and a BA in History & Political Science from Boston University. He is Series 7 and 63 registered.