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Investment Banking

Investment Banking

The Investment Banking team provides a full range of corporate advisory services and direct lending solutions 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:

  • Mergers & Acquisitions Advisory Services
  • Capital Structure and Financing Advisory Services
  • Corporate Finance Solutions
  • On-balance Sheet Solutions


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, structured finance and on-balance sheet solutions, including:

Mergers and Acquisitions
  • Sales and divestitures
  • Acquisition advisory
  • Transaction readiness
Capital Formation
  • Private placements of senior and subordinated debt, and equity
  • Capital structuring and financing advisory services
Corporate Finance Solutions 
  • MBO / succession planning
  • Go-private initiatives
  • Board advisory
  • ESOPs
On-balance Sheet Solutions
  • Growth capital
  • ABL, cash flow and leveraged solutions
  • Recapitalizations / restructuring
  • Sponsor finance


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.