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Advisory & Placements

Through a dedicated team of investment bankers with diverse industry and product expertise, we advise clients through a wide range of strategic alternatives and capital solutions. Our disciplined approach for advisory engagements is entirely client-driven with targeted processes based on deal team expertise and well-established relationships of Zions Bancorporation and its affiliates (collectively, “Zions”).

Building upon Zions’ client-first focus, we benefit from the bank’s many, longstanding relationships with a wide range of unique capital providers across the central and western United States. This focused, relationship-driven approach allows us to find creative solutions to complex challenges.

For capital raising engagements, we seek to advance our clients’ goals by combining experienced deal teams with an extensive institutional knowledge of capital providers.

For more information, please contact

Jonathan Leus, Head of Securities Underwriting 

424.290.5116 / jonathan.leus@zionsbancorp.com

Clayton Dallas, Head of Corporate Finance Solutions 

713.232.1882 / clayton.dallas@zionsbancorp.com

©2023 Zions Bancorporation, N.A. All rights reserved.
Amegy Bank, California Bank & Trust, The Commerce Bank of Oregon, The Commerce Bank of Washington, National Bank of Arizona, Nevada State Bank, Vectra Bank Colorado, and Zions Bank are divisions of Zions Bancorporation, N.A., Member FDIC.

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Zions Capital Markets is the trade name for certain business activities of Zions Bancorporation, N.A. and its divisions and subsidiaries, including Zions Direct, Inc., member FINRA/SIPC. Corporate and commercial banking activities performed by Zions Bancorporation, N.A.


Investment banking, securities underwriting and brokerage activities offered through Zions Direct, Inc. and are (1) NOT insured by the FDIC or any federal or state governmental agency, are (2) NOT deposits or other obligations of, or guaranteed by, Zions Bancorporation or its affiliates, and (3) MAY be subject to investment risks, including the possible loss of principal value or amount invested.

Employees of Zions Bancorporation, N.A. participate in an incentive compensation program under which the employee may receive a fee of more than a nominal amount for referring a customer to Zions Direct, Inc. and payment of this fee may be contingent on whether the referral results in a transaction with Zions Direct, Inc.

Zions Bancorporation, N.A. is registered as a municipal securities dealer with the SEC (Securities Exchange Commission) and the MSRB (Municipal Securities Rulemaking Board) as required by section 15B of the Securities Exchange Act. The MSRB protects investors, state and local governments and other municipal entities, and the public interest, by regulating municipal securities firms, banks and municipal advisors that engage in municipal securities and advisory activities.

Additional information about the protections provided by MSRB Rules as well as procedures to file a formal complaint surrounding any suspected violation or unfair practice by a regulated entity, may be found in the MSRB’s Investor Brochure located at www.msrb.org.