Donnelly Penman & Partners Overview
- Service
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Investment Bank
- Year Founded
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2000
- Employees
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20
- Serviced Companies
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130
- Serviced Deals
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128
- Serviced Investors
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25
Donnelly Penman & Partners General Information
Description
Established in 2000, Donnelly Penman & Partners is a middle-market investment banking firm based in Grosse Pointe Woods, Michigan. The firm provides a full range of corporate finance and financial advisory services to public and private companies including capital raising, recapitalizations, mergers and acquisitions, and valuations.
Contact Information
Website
www.donnellypenman.comYear Founded
Corporate Office
- 20902 Mack Avenue
- Suite 200
- Grosse Pointe Woods, MI 48236
- United States
Donnelly Penman & Partners Services to Companies
Service on a Deal (133)
Donnelly Penman & Partners has provided services on 133 deals. It last acted as a general advisor to Gogebic Range Bank on a . The deal was made in 2024.
| Company Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Gogebic Range Bank | Advisor: General | Dec 2024 | ||
| Commodore Bank | Advisor: General | Oct 2024 | ||
| Global Enterprises | Advisor: General | Jul 2024 | ||
| Qualcast | Advisor: General | Jan 2024 | ||
| Community Unity Bank | Advisor: General | Nov 2023 | ||
| Industry Products Company | Advisor: General | Aug 2023 | ||
| Bolta US | Advisor: General | Apr 2023 | ||
| Exchange State Bank | Advisor: General | Jan 2023 | ||
| Elgin Industries | Advisor: General | Oct 2022 | ||
| First Independence Bank | Advisor: General | Oct 2022 |
Donnelly Penman & Partners Services to Investors
Service on a Deal — Buy Side (36)
Donnelly Penman & Partners has provided buy side services on 36 deals. It last acted as a general advisor to Pima Federal Credit Union on a . The deal was made in 2025.
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Pima Federal Credit Union | Advisor: General | May 2025 | ||
| Beacon Credit Union | Advisor: General | Dec 2024 | ||
| GTSB Financial | Advisor: General | Oct 2024 | ||
| The Shyft Group | Advisor: General | Jul 2024 | ||
| Aggressive Manufacturing Innovations | Advisor: General | Jul 2024 | ||
| DFCU Financial | Advisor: General | Jun 2024 | ||
| Cloyes Gear and Products | Advisor: General | Oct 2023 | ||
| DFCU Financial | Advisor: General | Dec 2022 | ||
| Bank of Ann Arbor | Advisor: General | Jan 2022 | ||
| Lake Michigan Credit Union | Advisor: General | Dec 2021 |
Service on a Deal — Sell Side (18)
Donnelly Penman & Partners has provided sell side services on 18 deals. It last acted as a general advisor to HCI Equity Partners on a . The deal was made in 2022.
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| HCI Equity Partners | Advisor: General | Aug 2022 | ||
| HHI Group Holdings | Advisor: General | Apr 2018 | ||
| Aggressive Manufacturing Innovations | Advisor: General | Feb 2018 | ||
| Aggressive Manufacturing Innovations | Advisor: General | Aug 2016 | ||
| Central Missouri Shares | Advisor: General | Dec 2015 | ||
| Cooper Standard | Advisor: General | Dec 2015 | ||
| Brazeway | Advisor: General | Sep 2012 | ||
| Noel Group | Advisor: General | Oct 2011 | ||
| Fentura Financial | Advisor: General | Jan 2011 | ||
| The Shyft Group | Advisor: General | Sep 2010 |
Donnelly Penman & Partners Investment Preferences
| Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
|---|
Donnelly Penman & Partners FAQs
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When was Donnelly Penman & Partners founded?
Donnelly Penman & Partners was founded in 2000.
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Where is Donnelly Penman & Partners headquartered?
Donnelly Penman & Partners is headquartered in Grosse Pointe Woods, MI.
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What is the size of Donnelly Penman & Partners?
Donnelly Penman & Partners total number of employees/professionals is 20.
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What service provider type is Donnelly Penman & Partners?
Donnelly Penman & Partners's service provider type is Investment Bank.
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What companies has Donnelly Penman & Partners invested in or acquired?
Donnelly Penman & Partners has invested in or acquired companies like Bank of Michigan, Carolina Premier Bank, and Lotus Bancorp.
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