James J. Dunne III

Senior Managing Principal, Financial Services Group at Piper Sandler Companies

James J. Dunne III

James J. Dunne III

Senior Managing Principal, Financial Services Group at Piper Sandler Companies

Overview
Career Highlights

Sandler O'Neill & Partners Corp.
Sandler O'Neill & Partners LP

RelSci Relationships

1633

Number of Boards

11

Interests

Golf

Relationships
RelSci Relationships are individuals James J. Dunne III likely has professional access to. A relationship does not necessarily indicate a personal connection.

Managing Director, Investment Banking at Sandler O'Neill & Partners LP

Relationship likelihood: Strong

Vice Chairman, Senior Managing Principal, Head of Financial Services at Piper Sandler Companies

Relationship likelihood: Strong

Principal, Investment Banking at Sandler O'Neill & Partners LP

Relationship likelihood: Strong

Managing Director at Piper Sandler & Co. (Broker)

Relationship likelihood: Strong

Chairman & Chief Executive Officer at Piper Sandler Companies

Relationship likelihood: Strong

Co-Founder at Sandler O'Neill & Partners LP

Relationship likelihood: Strong

Managing Director, Investment Banking Group at Sandler O'Neill & Partners LP

Relationship likelihood: Strong

Former Vice President, Financial Institutions Group at Goldman Sachs & Co. LLC

Relationship likelihood: Strong

Principal, Investment Banking at Sandler O'Neill & Partners LP

Relationship likelihood: Strong

Managing Director, Investment Banking at Sandler O'Neill & Partners LP

Relationship likelihood: Strong

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James J. Dunne III
Senior Managing Principal, Financial Services Group at Piper Sandler Companies
Education
Bachelor of Arts in Economics
Class of 1978

The University of Notre Dame’s endowment provides nearly $100 million in financial aid annually to help students pay for college. Less than a generation ago, in 1990, the number was around $5 million. They’ve been able to keep pace with the rapidly growing financial needs of students, in part, by making smart investments in private equity.

Memberships
Member

Bedford is first and foremost a family club. First known as the Bedford Lawn Tennis Club, it was created in 1891 by a small group of tennis enthusiasts living in Bedford. In 1896, the club acquired enough land for a golf course and the Bedford Lawn Tennis Club became the Bedford Golf and Tennis Club.

Career History
Senior Managing Principal, Financial Services Group
2020 - Current

Piper Sandler Cos. is an investment bank and asset management firm. It operates through the Capital Markets and Asset Management segments. The Capital Markets segment provides investment banking and institutional sales, trading and research services for various equity, and fixed income products. The Asset Management segment includes its traditional asset management business and its investments in registered funds and private funds. The company is headquartered in Minneapolis, MN.

Co-Founder
1988 - 2020

Founded in 1988, Sandler O'Neill & Partners LP is a broker/dealer headquartered in New York City. The firm is a subsidiary of Sandler O'Neill & Partners Corp. and their ultimate parent is SOP Holdings LLC.Sandler O'Neill & Partners' Equity Sales & Trading team seeks to enhance liquidity, execute complex transactions, distribute securities and provide institutional investor exposure for hundreds of financial institutions. Sandler O'Neill is a market maker for over 425 NASDAQ financial stocks and trades equities on all active exchanges including the NYSE, NASDAQ, OTC Bulletin Board and Pink Sheets. They work with CEOs, CFOs and management teams on corporate buybacks, portfolio valuations, rebalancings and liquidations.Sandler O'Neill publishes detailed equity research on approximately 270 financial services companies. They primarily cover small- and mid-sized companies that are not widely followed by large Wall Street firms. Their research coverage focuses on the following industries: (1) banks and thrifts (2) specialty finance and credit card companies (3) asset management (4) e-Finance (5) investment banking firms and broker/dealers (6) REITS (7) mortgage REITs and (8) insurance.

Finance Services Group
1986 - Prior

Bear, Stearns & Co., Inc. is a global investment banking, securities trading and brokerage firm located in New York City with additional offices in Dallas, Boston and San Francisco. The firm is a subsidiary Bear Sterns Cos., Inc. (NYSE: BSC).Their equity research team consists of senior analysts located throughout the world. In addition to domestic coverage, they have research teams focusing on Latin America, Asia and Europe. The analysts use a bottom-up approach to stock selection.The Bear Stearns fixed-income research department provides coverage of every sector of the fixed-income universe.The financial analytics and structured transactions group (F.A.S.T) provides investment research, fixed-income portfolio management and analytical systems, trading technology and general financial expertise. The group also provides a broad range of services to financial institutions including asset-liability management, balance sheet restructuring, receivables-based financing analysis, security and portfolio analysis, peer analysis, and historical and real-time market-based information.

Boards & Committees
Member, Advisory Board
Current

Global Teen Challenge is a service agency that exists to serve the more than 1000 Teen Challenge programs in more than 90 countries of the world.

Member, Board of Directors
Prior

The Chief Executive Leadership Institute (CELI) is the pioneer of CEO learning and hosts CEO Summits from New York to New Delhi and Shanghai to Mumbai, bringing together top business leaders and policy makers as well as leading academics in a unique learning environment that fosters candid, off-the-record exchanges among participants. The Yale CEO College, intensive one-day seminars held in conjunction with the semi-annual CEO Summit, offers 15 to 20 senior-level executives the opportunity to explore corporate challenges by engaging leadership scholars from major universities.

Political Donations
$500
2004

Minority Leader at Office of the Senate Minority Leader, Charles Schumer

$2,000
2003

Co-Founder at Carousel Capital Management Co. LP

$500
2003

Minority Leader at Office of the Senate Minority Leader, Charles Schumer

Transactions
Details Hidden

WSFS Financial Corp. purchases Beneficial Bancorp, Inc.

Details Hidden

Synovus Financial Corp. purchases FCB Financial Holdings, Inc.

Details Hidden

Cadence Bancorporation purchases State Bank Financial Corp.

Investments
Details Hidden

Founded in 1988, Sandler O'Neill & Partners LP is a broker/dealer headquartered in New York City. The firm is a subsidiary of Sandler O'Neill & Partners Corp. and their ultimate parent is SOP Holdings LLC.Sandler O'Neill & Partners' Equity Sales & Trading team seeks to enhance liquidity, execute complex transactions, distribute securities and provide institutional investor exposure for hundreds of financial institutions. Sandler O'Neill is a market maker for over 425 NASDAQ financial stocks and trades equities on all active exchanges including the NYSE, NASDAQ, OTC Bulletin Board and Pink Sheets. They work with CEOs, CFOs and management teams on corporate buybacks, portfolio valuations, rebalancings and liquidations.Sandler O'Neill publishes detailed equity research on approximately 270 financial services companies. They primarily cover small- and mid-sized companies that are not widely followed by large Wall Street firms. Their research coverage focuses on the following industries: (1) banks and thrifts (2) specialty finance and credit card companies (3) asset management (4) e-Finance (5) investment banking firms and broker/dealers (6) REITS (7) mortgage REITs and (8) insurance.

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