Stifel Financial is a full-service financial services firm based in Saint Louis, Missouri, established in 1890. The company provides a wide range of services, including brokerage, trading, investment banking, and investment advisory, catering to individual investors, professional money managers, businesses, and municipalities. Stifel specializes in comprehensive financial management, offering solutions that encompass wealth, estate, retirement, and higher education planning, as well as insurance strategies. The firm aims to assist clients in developing cohesive financial strategies tailored to their unique needs, addressing both short- and long-term objectives. Additionally, Stifel Bank complements these services by offering banking and lending solutions for individuals and businesses. With a focus on various sectors, including healthcare, education, defense, and commercial products, Stifel Financial strives to be a leading financial partner for its diverse clientele.
Vice Chairman and Head of Metals and Mining Investment Banking
Ted Cavan
Senior Vice President
Andrew Collina
Investment Banking, Managing Director
Alan Faulkner
Director, Venture Banking - Stifel
Matthew Gaasenbeek
Vice Chairman and Head of Investment Banking, Diversified Industries, Metals and Mining, Financial Services & Financial Sponsors, Life Sciences & Healthcare, Technology, Digital Assets
John Honovich
Managing Director and Co-Head of Client Coverage
Peg Jackson
Managing Director
Patrick Krause
Managing Director, Healthcare Services
Nicholas Moore
Managing Director, Healthcare
Eric Reuther
Managing Director
Chuck Roberts
Managing Director of Investments
Sergio Ronga
Managing Director and Head of Infrastructure Investment Banking
Theodore Tutun
Managing Director
Cody Wetmore
Analyst
Past deals in Investment Banking
Bryan, Garnier & Company
Acquisition in 2025
Bryan, Garnier & Co. is an independent investment bank based in Paris, France, established in 1996. The firm specializes in providing a range of financial services, including equity research, sales, trading, and capital raising, both private and public, as well as mergers and acquisitions. Focused on growth sectors, it serves clients in technology, healthcare, consumer, and business services. Bryan, Garnier & Co. has continuously expanded its expertise and geographical reach to better meet the needs of its clients, positioning itself as a key player in the European investment banking landscape.
ACXIT Capital Partners
Acquisition in 2022
ACXIT Capital Partners is an investment and advisory firm based in Frankfurt, Germany, founded in 1999. The firm specializes in providing a range of services, including mergers and acquisitions, capital raising advisory, general financial advisory, restructuring, debt advisory, and strategic advisory. ACXIT serves various industries, such as internet and media, software and information technology, mobile and telecommunications, healthcare and pharmaceuticals, retail and consumer goods, real estate, and general industries. In July 2022, ACXIT Capital Partners was acquired by Stifel Financial Corp.
Inovalis Real Estate Investment Trust
Post in 2019
Inovalis Real Estate Investment Trust is an unincorporated, open-ended real estate investment trust established pursuant to a declaration of trust under the laws of the Province of Ontario. The REIT has been created for the purpose of acquiring and owning office properties primarily located in France and Germany but also opportunistically in other European countries where assets meet the REIT's investment criteria. The REIT currently owns an interest in eleven office properties in France and Germany, comprising approximately 1,409,113 square feet of gross leasable area (taking into account the interests in the properties owned in joint ventures).
George K. Baum
Acquisition in 2019
George K. Baum & Company is a boutique investment banking firm. The firm provides financial advisory services; underwriting services for municipal bonds; taxable and non-taxable bond structuring and underwriting; cash flow preparation and analysis; homeownership program advice, implementation and management; single family pipeline hedging in the TBA market, taking all or sharing risk with the HFA; training HFA staff on using the TBA market and assisting in the implementation; municipal financial advisor services; private placements; and securitizing junior lien mortgages. Additionally,
Mooreland Partners
Acquisition in 2019
Mooreland Partners is a global investment banking firm specializing in Mergers & Acquisitions advisory services in technology and emerging growth sectors including: Digital Marketing, E-commerce and Consumer Growth, Enterprise Software and Services, Financial Technology, Communications Infrastructure, and Electronics and Industrial Technology. With offices in Silicon Valley, New York, London, and Frankfurt, Mooreland Partners is an integrated global firm, 100% owned by its partners. We bring our clients unparalleled access to strategic buyers and investors around the globe. Our teamwork, collective industry knowledge and transaction experience make the difference for our clients.
City Securities Corp.
Acquisition in 2016
City Securities is the oldest and largest independent, full-service investment firm based in Indiana—and one of the oldest in the Midwest. Lots of people know us as Indiana’s municipal bond experts because we’ve helped finance more projects for Indiana schools and communities than any other firm in history. We have, quite literally, helped build the state of Indiana.
Sterne Agee Group
Acquisition in 2015
Sterne Agee, LLC is a full-service investment banking and brokerage firm based in Birmingham, Alabama. Founded in 1901, the company specializes in various financial services, including securities brokerage, principal and agency transactions, and investment banking and advisory services. Its Investment Banking Division offers advisory and capital raising solutions across a diverse range of industries, with a notable focus on Financial Technology. In addition to investment banking, Sterne Agee provides wealth management services that encompass asset management and customized portfolios for individuals and families. In June 2015, Sterne Agee became a subsidiary of Stifel Financial Corp., reflecting its integration into a larger financial services network while maintaining its commitment to serving clients nationwide.
Merchant Capital
Acquisition in 2014
Merchant Capital is a provider of brokerage and investment banking services.
Legg Mason - Investment-Advisory and Trust
Acquisition in 2014
Legg Mason - Investment-Advisory and Trust is a provider of investment management and related services to company-sponsored mutual funds.
Oriel Securities
Acquisition in 2014
Oriel Securities Limited is a financial services firm that specializes in corporate finance and institutional stock brokerage. The company provides a range of services including mergers and acquisitions, equity offerings, corporate broking, and research. Additionally, Oriel Securities is involved in sales and trading, catering to the needs of institutional clients and facilitating investment opportunities. Through its comprehensive service offerings, Oriel Securities aims to support clients in navigating the complexities of financial markets and achieving their investment objectives.
E.J. De La Rosa
Acquisition in 2014
E.J. De La Rosa & Co is an investment banking firm that specializes in providing a range of financial services. The company offers brokerage services along with advisory support for pre-sales, post-sales, and capital raising initiatives. By focusing on these key areas, E.J. De La Rosa & Co aims to assist clients in navigating complex financial transactions and achieving their investment goals.
Keefe, Bruyette & Woods
Acquisition in 2013
Keefe, Bruyette & Woods (KBW) is an established investment bank headquartered in New York City, founded in 1962. The firm specializes in providing a range of financial services, including strategic advisory for mergers and acquisitions, capital markets, and debt financing. KBW serves clients primarily in the banking, insurance, and specialty finance sectors, offering expertise in areas such as equity sales, trading, and structured finance. The firm is recognized for its highly ranked Depositories Investment Banking Department, which provides strategic advice and capital solutions tailored to the needs of financial institutions. Additionally, KBW assists with public and private placements of equity and debt, helping clients navigate complex transactions and optimize their financial strategies.
Miller Buckfire
Acquisition in 2012
Miller Buckfire is an internationally recognized investment bank focused on helping clients address complex transformational issues.
Thomas Weisel Partners
Acquisition in 2010
Thomas Weisel Partners LLC is a full service investment bank focused on the growth sectors of the global economy primarily in the Technology, Internet, Media, Telecommunications, Healthcare, Consumer, Energy, Financial Services and Minerals & Mining industries.
Missouri Valley Partners
Acquisition in 2010
Missouri Valley Partners is a SEC-registered investment advisor serving the needs of institutional and individual clients.
Miller Johnson Steichen Kinnard
Acquisition in 2008
Miller Johnson Steichen Kinnard is an institutional and securities brokerage firm.
Stifel Financial
Acquisition in 2007
Stifel Financial is a full-service financial services firm based in Saint Louis, Missouri, established in 1890. The company provides a wide range of services, including brokerage, trading, investment banking, and investment advisory, catering to individual investors, professional money managers, businesses, and municipalities. Stifel specializes in comprehensive financial management, offering solutions that encompass wealth, estate, retirement, and higher education planning, as well as insurance strategies. The firm aims to assist clients in developing cohesive financial strategies tailored to their unique needs, addressing both short- and long-term objectives. Additionally, Stifel Bank complements these services by offering banking and lending solutions for individuals and businesses. With a focus on various sectors, including healthcare, education, defense, and commercial products, Stifel Financial strives to be a leading financial partner for its diverse clientele.
Ryan Beck & Co.
Acquisition in 2007
Ryan, Beck & Co., Inc., is a boutique investment banking and brokerage firm that provides financial services to individuals, institutions, and corporate clients.
Bacon, Whipple
Acquisition in 1982
Bacon, Whipple & Co. is a provider of brokerage and investment banking services.
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