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  • Writer's pictureJosh Rovner

Why Truist Securities for Investment Banking? / Overview of Truist Securities

If you're interested in breaking into finance, check out our Private Equity Course and Investment Banking Course, which help thousands of candidates land top jobs every year.


Truist Securities is a middle market investment bank. Truist, its parent, provides services to individuals, small businesses, and institutional clients.

The company was formed in 2019 through the merger of BB&T and SunTrust banks and became the United States' seventh-largest bank by assets in 2023.

Truist Securities Overview

Remember that in order to craft a great answer to the common question "Why this Firm?", it's your responsibility to read articles and speak with employees. If you are interviewing with Truist Securities, you should make sure you know:

  • 1 deal that the investment banking group has done

  • 1 person at the firm (ideally someone who would have influence over your recruiting process)

  • 1 business model-specific detail to mention

We articulate how you can answer this question thoughtfully in our Investment Banking Course. We also cover all technical and qualitative information you need to get a top investment banking offer.

Big 3 Qualitative Questions

Selected Transaction

Truist Securities acted as exclusive financial advisor to PE firm Stone Point Capital throughout its take-private acquisition of health improvement company Tivity Health.

  • Transaction Description: Stone Point acquired Tivity Health, Inc. (NASDAQ:TVTY). Tivity Health was taken private, with stockholders receiving $32.50 per share.

  • Transaction Value: US$2.0B, all cash

  • Transaction Date: Completed June 2022

  • Press Release

Fact Sheet

Truist Securities Logo

  • Company Name: Truist Securities (part of Truist)

  • Description: Truist Securities offers extensive investment banking, capital markets, and corporate banking services for growth-oriented companies and institutional investors

  • Bank Category: Middle Market

  • Ticker: NYSE:TFC

  • Founded: 2019

  • Employees: 52,000 (for Truist)

  • Chief Executive Officer: Tom Hackett

  • Headquarters: Atlanta, USA


Truist Securities Glassdoor


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