Dynasty Financial Partners announced that Sam Anderson and Harris Baltch have been appointed co-heads of Dynasty Investment Bank as part of the bank’s development and the “ongoing dynamic growth” of the Dynasty Wealth Management platform, according to the firm’s statement.
Anderson and Baltch will report to Justin Weinkle, Dynasty’s Chief Financial Officer, who has also been named Chairman of the company’s Capital Committee.
“This expansion of the executive leadership team will provide Dynasty Investment Bank with greater focus, talent, and resources necessary to pursue the best opportunities and deliver optimal results for its investment banking clients,” the company stated.
Before joining Dynasty, Anderson and Baltch covered complementary sectors of the financial services industry as investment bankers at Goldman Sachs and UBS, respectively. Over their combined careers, they have executed more than $50 billion in M&A transaction value and over $100 billion in financing, according to information provided by Dynasty.
During their three years with the company, they have collaborated on numerous transactions on behalf of the Dynasty Network.
“Similar to many areas of our business, the official launch of Dynasty Investment Bank two years ago and this expanded leadership team we are announcing today naturally evolved from our ongoing support activities for our network firms,” said Shirl Penney, founder and CEO of Dynasty Financial Partners.
“We are proud of how our business has progressed thanks to the alignment and close collaboration we maintain with our clients. It is that same partnership mentality that Sam and Harris will embody as they expand Dynasty Investment Bank and execute on behalf of our clients. The potential for this area of our business is limitless,” he added.
Officially launched in 2023, Dynasty Investment Bank provides specialized services to both wealth management and asset management firms, including M&A advisory and execution for both buyers and sellers, capital underwriting, valuations, and succession planning.
In 2024, Dynasty Investment Bank advised on 15 M&A and capital-raising transactions, including cross-border mergers and acquisitions of publicly traded companies, domestic sell-side transactions, strategic recapitalizations, valuations, and capital-raising mandates. Dynasty currently has 57 partner firms in its network, representing over 500 advisors and more than $105 billion in platform assets.
