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Hilltop Holdings Overview Sheet

Page 1

OV ERV I EW

DIVERSIFIED, YET SYNERGISTIC BUSINESSES

THE HILLTOP HOLDINGS STORY

Hilltop Holdings Inc. (NYSE: HTH) is a Dallas, Texas-based financial services holding company with approximately $16.5 billion in assets and 3,900 employees across the nation as of December 31, 2023. Hilltop was ranked among the Top 50 Public Banks for 2023 by S&P Global Market Intelligence and is rated “Investment Grade” by three national credit rating agencies. was an 2024 Editors Pick in the Scotsman Guide Top Workplaces feature. Commercial-Focused Community Bank

MUNICIPAL INVESTMENT BANK

HilltopSecurities was created through the merger of Southwest PRIMARY BUSINESS LINES

Leading Residential Mortgage Originator

Securities and FirstSouthwest, two Dallas-based broker-dealers with national footprints and more than a century of combined history. One of the leading municipal investment banks in the

Municipal Investment Bank

nation, HilltopSecurities ranks No.2 among municipal advisors by number of issues and No. 3 by aggregate par amount.3 The firm’s areas of focus include public finance, wealth

COMMERCIAL-FOCUSED COMMUNITY BANK

management, fixed income capital markets, and structured

The cornerstone of Hilltop is PlainsCapital Bank, the seventh-

finance/debt capital markets.

largest Texas-based bank. PlainsCapital is headquartered in 1

Dallas and has the strength and stability of approximately $13.4 billion in assets as of December 31, 2023. Operating 57 branches across all major Texas markets, PlainsCapital has approximately 1,020 employees who deliver banking services

OFFERING OF SOPHISTICATED FINANCIAL SERVICES

° Commercial and Personal Banking

to their clients in a highly personalized way. The bank offers

° Private Banking and Wealth Management

commercial banking, treasury management, private banking &

° Treasury Management

wealth management, and personal banking services.

° Mortgage Origination

LEADING RESIDENTIAL MORTGAGE ORIGINATOR

° Public Finance Services

Since 1986, PrimeLending has grown from a single-location,

° Underwriting of Securities

20-person mortgage shop to a prominent national lender with branches in 42 states. Focused exclusively on home purchase,

° Capital Markets

refinancing, and renovation financing, the company has maintained

° Retail Brokerage

a consistent 96% customer satisfaction rating over the past five

° Institutional Brokerage

years.² Recognized for its award-winning culture, PrimeLending 1. Based on Texas deposit market share of Texas-based banks ranked as of June 30, 2023. 2. Survey administered and managed by an independent third party following loan closing. 96% satisfaction rating refers to the average overall satisfaction rating our customers gave during the period 01/01/19-12/31/23. 3. As of Dec. 31, 2023, except where noted. Ipreo MuniAnalytics.


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