Bill Burgess
About Bill Burgess
Bill Burgess is a Managing Director at Piper Sandler, where he has worked since 2009. He previously held the same position at Goldman Sachs for ten years and has significant experience in investment banking, particularly in financial services.
Work at Piper Sandler
Bill Burgess has served as Managing Director at Piper Sandler since 2009. He co-heads the investment banking division that focuses on financial services. His role involves advising clients on various transactions, including mergers and acquisitions, as well as equity and debt capital issuances. Burgess has played a significant role in several high-profile deals, including the sale of Signature Bank to New York Community Bancorp and the sale of Private-Bancorp to CIBC.
Previous Experience at Goldman Sachs
Before joining Piper Sandler, Bill Burgess worked at Goldman Sachs as Managing Director from 1998 to 2008. During his tenure, he gained extensive experience in investment banking and financial services, contributing to various significant transactions and client advisories. His decade-long experience at Goldman Sachs laid the foundation for his subsequent career at Piper Sandler.
Education and Expertise
Bill Burgess holds a Master of Business Administration (MBA) in Finance from the University of Chicago, where he studied from 1992 to 1993. He also earned a Bachelor of Science (BS) in Economics from the United States Naval Academy, where he studied from 1988 to 1992. His educational background provides him with a strong foundation in finance and economics, which he applies in his current role in investment banking.
Military Service and Leadership
Bill Burgess served as a Lieutenant in the United States Navy, leading a division of 135 personnel on the USS Kitty Hawk. He completed two deployments to the Persian Gulf in support of U.N. no-fly zones over Iraq. For his exemplary performance and leadership during military deployments, he was awarded the Navy Commendation and Navy Achievement Medals.
Advisory Roles and Transactions
Throughout his career, Bill Burgess has been involved in numerous advisory roles related to significant financial transactions. He advised the FDIC on the sale of Silicon Valley Bank to First Citizens and facilitated various mergers and acquisitions, including the sale of MB Financial to Fifth Third Bancorp and the merger of Baylake Corp and Nicolet Bankshares. His expertise extends to advising clients on equity and debt capital issuances for several financial institutions.