Connect with us

CEOWORLD magazine

CEOWORLD magazine

Sandler O’Neill + Partners, L.P. is selling stake to Carlyle Group and Kelso & Co

Leadership Insider

Sandler O’Neill + Partners, L.P. is selling stake to Carlyle Group and Kelso & Co

Sandler O’Neill + Partners, L.P., an investment bank focused on financial services, is selling a minority stake to private equity firms Carlyle Group [CYL] and Kelso & Co to help fund growth. The investment bank’s current management team, led by James Dunne and Jonathan Doyle, will remain in place after the deal.

Sandler O’Neill & Partners, L.P. is an investment banking firm that provides financial advisory, balance sheet management, brokerage, and research services. The firm offers mergers and acquisitions advisory, capital raising, stock conversion and demutualization, fairness opinions, and leveraged buyout services.

Additionally, it provides business planning, interest rate risk management, equity research, and securities sales and trading services. Sandler O’Neill was founded in 1988 and is headquartered in New York, New York with additional offices in Atlanta, Georgia; San Francisco, California; Chicago, Illinois; Boston, Massachusetts; and Memphis, Tennessee.



Jimmy Dunne
is Senior Managing Principal of Sandler O’Neill + Partners, L.P., and heads the firm’s Executive Committee. He co-founded Sandler O’Neill in 1988 with the senior management team of Bear Stearns’ Financial Services Group. Today, Sandler O’Neill is one of the largest full-service investment banking firms exclusively serving the financial services sector.

Jonathan J. Doyle is a Managing Principal and member of Sandler O’Neill + Partners, L.P.’s Executive Committee. Mr. Doyle oversees all sales and trading businesses, as well as risk commitments of the firm. He works with senior management of financial institutions to develop detailed balance sheet programs and tactics tailored to overall corporate planning and strategic goals, including balance sheet restructuring, capital raising, and mergers and acquisitions.

Leave a Reply

Editor, Megan Batchelor

Editor, Megan Batchelor Verified account

Journalist/Commentator at CEOWORLD Magazine
Associate business editor at the CEOWORLD magazine for Fashion, feminism, travel, & lifestyle. Slowly, painfully learning Chinese. Native New Yorker. Reader, traveler, quiet car rider.
Editor, Megan Batchelor

More in Leadership Insider

To Top