Financial institutions

Performance Trust Announces Evolution of Financial Institutions Group and Addition of Dan Pake

CHICAGO, November 1, 2022 /PRNewswire/ — Performance Trust Capital Partners, LLC is pleased to announce the addition of Dan Pake to its investment banking team. The addition of Pake expands Performance Trust’s reach to deposit-taking institutions in the US West and relies on the differentiated approach of its group of financial institutions.

“Investment banking is vitally important to our commitment to providing clients with holistic advice and execution related to balance sheet, capital, regulatory risk positioning and strategic planning. Dan brings a wealth of experience, strengthening our ability to serve our industry partners,” said David GobberdielHead of Financial Institutions Group, Performance Trust.

Pake joins Performance Trust as managing director, covering depositories in the US West after 10 years as head of West Coast Investment Banking within the Hovde Group. His experience includes working with private and public banks and thrifts, credit unions, specialty finance companies, private equity and institutional investors to identify, cultivate and execute investment banking transactions. Pake previously held positions at BB&T Capital Markets.

“We live in a ‘never seen before market’ – this requires new thinking. How will banks lead their communities in the future? Guided by an objective decision-making methodology, Performance Trust partners with individual bank management teams across the country. be the heart of their community,” said Shirag ShahCEO of Performance Trust.

Performance Trust is focused on redefining the investment banking industry by providing a unique and personalized approach to strategic advisory, mergers and acquisitions, capital markets and balance sheet solutions for financial institutions.

About Performance Trust Capital Partners:

Performance Trust Capital Partners, LLC is committed to helping financial institutions improve their long-term performance and create shareholder value. Identifying your path to independence requires better tools and clear ideas that lead to big decisions. For more information, visit

Media Contact:
Pamela Shanahan
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SOURCE Performance Trust Capital Partners, LLC