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Investment Banking

Investment Banking

The Investment Banking team at Peapack-Gladstone Bank provides a full range of corporate advisory services to middle market companies and their owners across all major industry sectors. We pride ourselves on providing senior leadership, independent advice and always taking a relationship-first approach to every interaction. 

We help companies and their owners create value  through:


What differentiates us

  • Middle market experts – working exclusively with middle market companies, we create and execute the right solution based on client-specific challenges
  • Senior-level attention – we take a hands-on approach by senior managers to plan and execute your solution
  • Independent, objective advice – our financial solutions are unbiased; we always have the client’s best interests in mind and avoid conflicts of interest
  • Customized solutions – to determine the best strategy to meet a client’s goals, we take the time to thoroughly analyze the client’s business and understand ownership’s goals
  • An honorable way of conducting business – we still conduct business the old-fashioned way: face-to-face, with integrity, discretion and transparency
  • Unparalleled resources – by partnering with our Private Wealth Management and Commercial Private Banking teams, we have access to data sources, proprietary research and talent unmatched by any other corporate advisory boutique
  • One team – we make it easy for our clients to do business with us through a singular, responsive and accountable relationship

How we can help

Our team provides a full range of corporate advisory services, including:

Mergers and Acquisitions
  • Sales and divestitures
  • Acquisition advisory
Capital Formation
  • Private placements of senior debt, subordinate debt and equity
  • Capital markets advisory
  • Capital structuring and financing advisory services
Corporate Finance Solutions
  • Management buyouts
  • Growth capital
  • Business valuations
  • Financial restructuring
  • Recapitalizations
  • Go-private initiatives
  • Board advisory
  • ESOPs

Read more


Investment Banking Leadership

Eric H. Waser 
Executive Vice President Head of Investment Banking
ewaser@pgbank.com

Kevin Bodnar 
Senior Managing Director, Head of Corporate Advisory
kbodnar@pgbank.com

Patrick Brocker 
Senior Managing Director, Head of Structured Finance
pbrocker@pgbank.com

All Banking Should Be Private Banking.

PEAPACK-GLADSTONE BANK IS A HIGH-PERFORMING BOUTIQUE BANK, LEADERS IN WEALTH, LENDING AND DEPOSIT SOLUTIONS, KNOWN NATIONALLY FOR UNPARALLELED CLIENT SERVICE, INTEGRITY AND TRUST.