Relationships Foster Collaboration

The Burke Group Team

Relationships, Expertise and Critical Thinking

With over 75 years of collective senior-level experience, The Burke Group has led multiple transformational transactions in the Southeast. The firm is an independent, team-owned investment banking firm based in Atlanta, Georgia. Completing over 100 transactions, the Principals and their team bring a wealth of expertise and have formed lasting client relationships. Clients benefit from customized, hands-on problem solving from the firm’s Principals and the flexibility of a small firm.

Jon Burke

Jon Burke



Jon Burke, Principal

Jon founded and built one of the country’s top-ranked advisory firms – Burke Capital. It became the preeminent bank advisory firm for nearly fifteen years in the Southeast, being well known as having unequaled access to most of the leaders of the banking industry. Prior to founding Burke Capital, Jon was a senior officer at The Robinson Humphrey Company, where he led the banking and financial institution research effort. Jon played a critical role in assisting Robinson Humphrey’s various commercial banking offerings including corporate finance and trading. He was particularly known for assisting in bank M&A and capital assignments. Jon is considered one of the leading authorities on banking and financial institutions in the Southeast largely due to his role as advisor on key transactions in the market. Jon is a CFA and holds a BS in Business Administration from the University of Georgia and an MBA from Georgia State University.
Matt Gordon

Matt Gordon



Matt Gordon, Principal

Matt joined The Burke Group in 2014 and currently serves as a Director. Prior to joining The Burke Group, he was a Senior Associate at Deloitte Corporate Finance as a result of Deloitte’s acquisition of McColl Partners, where he worked as an Associate in the firm’s Financial Institutions Group. While at Deloitte Corporate Finance and McColl Partners, Matt worked on a broad range of middle market corporate advisory assignments in the financial services and community bank industries. Matt started his career as an Investment Banking Analyst with Morgan Keegan in Atlanta, where he worked in the Financial Institutions Group. Matt received a BS in Business Administration with a concentration in Finance from the Kenan-Flagler Business School at The University of North Carolina at Chapel Hill.
Drew Stelling

Drew Stelling



Drew Stelling, Principal

Drew joined The Burke Group in August 2012 and currently serves as a Director. He was previously an Analyst at Morgan Keegan, where he worked primarily in the FIG investment banking group.  He also spent time in the Specialty Finance and General Industrials investment banking groups of Raymond James following its acquisition of Morgan Keegan. Drew received a BBA in Finance from the University of Georgia.
Denny Wolfarth

Denny Wolfarth

Senior Advisor


Denny Wolfarth, Senior Advisor

Denny has broad experience in advising on M&A and corporate finance transactions and founded Burke Capital with Jon. Denny began his career at Arthur Andersen & Co., where he was a partner in the firm’s Atlanta office. While at Arthur Andersen, his experience included advising middle market companies on corporate finance matters and working on M&A transactions. Prior to joining Jon in 1996, Denny was a senior executive for a multi-divisional manufacturing company with sales in excess of $400 million. As a co-founder of Burke Capital, Denny has served as the Managing Principal of the firm’s broker dealer subsidiary and led a number of M&A and capital raising projects. He is a Certified Public Accountant (inactive) and holds a BS in Business Administration from The Ohio State University and an MBA from the University of Wisconsin.
Adam Gardner

Adam Gardner



Adam Gardner, Associate

Adam joined The Burke Group as an Analyst in June of 2016 and was promoted to Associate in July 2018. Prior to joining, Adam passed Level I of the CFA Program. Adam received a BBA in Finance from the Terry Business School at The University of Georgia.

Collaboration Creates Ideas


Critical Thinking Amidst Uncertain Markets

Mergers & Acquisitions

From relationships and idea generation to execution, M&A is the founding legacy of the firm. Problem-solving paired with deep industry knowledge allows clients to focus on executable advantageous transactions. Deep industry relationships create an environment for open communication among transaction parties paving the way for execution.

Capital Raising

Capital raising is difficult. The principals have raised large amounts of a number of differing types of capital in both public and private markets. They have assembled a knowledge base for clients allowing for deep discussions of the advantages and challenges. This broad exposure allows for unique approaches to the many challenges of raising capital.

Strategic Advisory

Objective, actionable advice is the core of The Burke Group. Consultation not commodities drive our assignments. Idea generation, critical thinking, evaluation of multiple options for capital, strategic growth and acquisitions—all are supported by a vast and expanding base of industry relationships and experiences. The firm’s advisory work is independent of any conflict inherent in larger firms.

Troubled Restructuring

Unfortunately, the recent economy leads some clients to consider difficult decisions. The Principals have the detailed planning, capital markets, capital structure and restructuring experience to assist Boards and Management through these unpalatable situations.

Ideas Inspire Solutions


Focus, Relationships and Objectivity Paired with Deep Industry Knowledge

Senior-Level Attention

Project selectivity allows multiple senior deal team members’ involvement in each engagement

Extensive Industry Relationships

Well known in the Southeastern markets for connecting unique buyers, sellers and investors

Financial Markets Expertise

Broad experience and knowledge of complex transactions allows a comprehensive and objective evaluation of alternatives

Independent And Objective

Potential conflicts minimized by avoiding research publication, underwriting of public securities or expectation of correspondent banking revenue

Solutions Drive Transactions


Over $5 Billion in Deals and Growing

View Transactions List

Client Amount Role
SBT Bancorp, Inc. $36mm Sellside M&A
Heritage Bancorporation, Inc. $92mm Sellside M&A
Synovus Financial Corp. $14.5 million Branch Sale
One Bank & Trust, NA Undisclosed Sellside M&A
Georgia Heritage Bank Undisclosed Sellside M&A
Coastal Banking Company, Inc. $83 million Sellside M&A
Cornerstone Bancshares, Inc. $12 million Private Capital Raise
Select Bancorp, Inc. $40 million Fairness Opinion
CCF Holding Co. $16 million Private Capital Raise
Mountain Valley Bancshares, Inc. undisclosed Sellside M&A
Liberty Shares, Inc. $25 million Private Capital Raise
CBS Financial Corp. $58.8 million Sellside M&A
First Avenue National Bank undisclosed Sellside M&A
National Bank of Tennessee $4.7 million 363 bankruptcy
Persons Banking Co. undisclosed Branch sale
Metro Bancshares, Inc. $41 million Sellside M&A
South Atlantic Bancshares, Inc. undisclosed Private capital raise
Synovus Financial Corp. undisclosed Branch sale
AccelHR undisclosed Sellside M&A
Fidelity Southern undisclosed Capital markets advisory
Quadrant Financial/First Chatham undisclosed Sale of SBA division
Piedmont Bancorp, Inc. undisclosed Private capital raise
First American Bancorp n/a Valuation
Metro Bancshares n/a Valuation
Community South Bank undisclosed Branch sale
Piedmont Bank undisclosed Distressed asset sale advisory
Community South Bank undisclosed Sale of SBA division
Hamilton State $232 million Private capital raise
BancTrust Financial Group $15 million Standby Equity Distribution
Stonegate Bank $9 million Buyside M&A
Franklin Synergy Bank $6 million Private capital raise
ALIANT Bank $48 million Private capital raise
Brand Banking Company $3 million Private capital raise
Financial Supermarkets undisclosed Sellside M&A
Oakland Deposit Bank undisclosed Sellside M&A
Madison County Bank undisclosed Sellside M&A
Security Bank undisclosed Branch sale
Peoples Bank undisclosed Branch sale
Hamilton State undisclosed Buyside M&A
Merchants & Farmers Bank $37 million Sellside M&A
BankSouth undisclosed Branch sale
Cooperative Bankshares, Inc. $5 million Buyside M&A
First Ntl Bank of Forsyth $54 million Sellside M&A
First Bank of the South $220 million Sellside M&A
Homestead Bank $50 million Sellside M&A
Atlantic Southern Bank $18 million Buyside M&A
Vision Bancshares, Inc. $170 million Sellside M&A
Ameris Bank $19 million Buyside M&A
Flag Bank $460 million Sellside M&A
Atlantic Southern Bank $16 million Buyside M&A
Gwinnett Banking $101 million Sellside M&A
The Peachtree Bank $130 million Sellside M&A
Superior Banking $97 million Buyside M&A
BNC Bancorp $35 million Buyside M&A
Main Street Banks, Inc. $621 million Sellside M&A
Seacoast Banking $43 million Buyside M&A
Neighbors Bank $33 million Sellside M&A
First Bank of the South $23 million Buyside M&A
Rivoli Bank $40 million Sellside M&A


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The Burke Group, LLC
2839 Paces Ferry Road
Suite 840
Atlanta, GA 30339

404.844.4225 main
404.574.5064 fax