Donnelly Penman & Partners - Overview

Investment Bank
North America

About Donnelly Penman & Partners

Donnelly Penman & Partners is one of the largest independently owned, middle-market investment banking firms headquartered in the Midwest. Our experienced team provides a full range of corporate finance and financial advisory services to both public and private companies. We specialize in capital raising, mergers and acquisitions, and general financial advisory services such as fairness opinions and valuations. With expertise in the automotive, industrial, and financial institution industries, we offer our clients unparalleled creativity and transaction execution in the middle market. Our global capabilities, extensive experience, and unwavering client commitment have earned us a proven track record of success in the industries we serve.

Employee Ownership and Experience

Donnelly Penman & Partners is owned by the employees of the firm, who have participated in more than 275 transactions since our inception in September 2000. Our professionals collectively possess over 110 years of investment banking experience. As a FINRA licensed broker dealer and a member SIPC firm, we adhere to the highest standards of professionalism and integrity.

Distinguished Track Record

Our founding principals have worked together for over 30 years, establishing a distinguished track record of long-term success. At Donnelly Penman, we attribute our success to the collective efforts of our team, rather than relying on an affiliation with any particular institution. We are committed to providing exceptional service and delivering optimal results for our clients.

Industries