Whether you're a new or existing banker, the IBS Banker Portal™   is the central location for you to access the finance services we offer to help you retain and manage your clients.

In 2014, IBS Investment Bank, IBS Institutional Capital, and sister companies (IBS, N.A.) launched the IBS Banker Portal to ensure that our portfolio companies can access well-qualified financial services representatives in their local area. Coupled with the strength of IBS, N.A., our network of depository bankers can meet the ongoing demand for guidance from their local business community.

As a banker, you specialize in identifying opportunities for your clients and their businesses. By extending our platform, IBS, N.A. allows you to access financing and enterprise solutions not currently offered by your financial institution. The best part, when we provide the solution, you keep the relationship.

IBS originates direct debt investments while placing depository requests, such as cash management and deposit accounts, for its small to middle-market-sized business clients. Our clients comprise best-in-class manufacturing, distribution, technology, healthcare, and real estate investment companies.

Join other top bankers from around the United States, Canada, and the Caribbean who partner with IBS Investment Bank:

As a Direct Lender & Participant

IBS Investment Bank receives over 70% of its referrals from participating depository institutions. In turn, through our origination arm, IBS Institutional Capital, we provided our partners with an approval ratio of over 80% of qualified referrals.  

Having invested across a broad spectrum of multinational and domestic clients across a broad spectrum of industries, IBS, N.A. is globally recognized for fueling some of the country's most well-known financial transactions. This was achieved mainly through direct investments or equity participation with our depository partners. 

As a Private Equity Sponsor & Institutional Advisor

Thanks to our unparalleled commitment to excellence, we are proud to list multiple nationally known middle-market specialty manufacturers, distributors, companies, and REITs as our portfolio companies. To provide our clients with world-class service, IBS utilizes approved depository partners to facilitate necessary verticals.   

In addition to assigning deposit control accounts and other fee-based products, IBS Investment Bank manages and supports our partners with transactional referrals averaging:

$250MM of deposit placements (DACA, Escrow, and Sweep Accounts);

$50MM in treasury-based fee income; and

$180MM in C&I conventional debt financing engagements.

If you are a current participant in the IBS Banker Portal™, login to manage your account. The portal is exclusively reserved for our IBS Banker Portal Partners and Participants.

For new participants, please complete the IBS Banker Portal™ online registration below, and your login credentials will be provided upon approval.   

Register in 4 Easy Steps:

1) Register via the online registration form below;

2) Reply to the confirmation email;

3) An IBS Capital Markets representative will contact you via email for approval conditions;and

4) Upon approval IBS will email you login credentials so that you can begin sending and reviewing opportunities.  

*Only bankers currently holding positions within FDIC Insured depository institutions will be considered for approval