Wells Fargo Securities Overview

  • Service
  • Investment Bank
  • Employees
  • 4,200
Employees
  • Serviced Companies
  • 680
  • Serviced Deals
  • 737
  • Serviced Investors
  • 317

Wells Fargo Securities General Information

Description

Wells Fargo Securities is an investment banking firm headquartered in San Francisco, California. Wells Fargo Securities is the trade name for the corporate banking, capital markets, and investment banking services of Wells Fargo & Company and its subsidiaries. The firm assists corporate, government, and institutional clients to meet their capital, financial, banking, and investment needs. The firm provides services in corporate banking, asset-based financing, capital markets, mergers and acquisitions, market risk management, and foreign exchange among other areas.

Contact Information

Formerly Known As
Wachovia Capital Markets, First Security Van Kasper, Wells Fargo Van Kasper
Service Provider Type
Investment Bank
Primary Office
  • 600 California Street
  • Suite 1600
  • San Francisco, CA 94108
  • United States
+1 (415) 000-0000

Wells Fargo Securities Services to Companies

Service on a Deal (777)

Company Name Service Provided Deal Date Deal Type Deal Amount
Bausch + Lomb Underwriter May 2022 00000 0000000
00 000000 00000000 Underwriter Apr 2022 00000 0000000
000 00 Apr 2022 00000 0000000
000 00 Apr 2022 00000 0000000
0000 00000000 0000 Apr 2022 00000 0000000
0000000000 000000 Underwriter Apr 2022 00000 0000000
000000 Advisor: General Mar 2022 00000 0000000
000000 Mar 2022 00000 0000000
McAfee Mar 2022 00000 0000000
McAfee Mar 2022 00000 0000000
You’re viewing 10 of 777 services to companies. Get the full list »
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Wells Fargo Securities Services to Investors

Service on a Deal — Buy Side (163)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Intercontinental Exchange Advisor: General May 2022 00000 0000000
0000 000000 00000 Advisor: General Apr 2022 00000 0000000
00000 000000000 Advisor: General Apr 2022 00000 0000000
0000000000 Advisor: General Apr 2022 00000 0000000
00000 + 0000000 Advisor: General Apr 2022 00000 0000000
0000000 0000000 Advisor: General Apr 2022 00000 0000000
000000000 00000 Advisor: General Apr 2022 00000 0000000
000000 00000000000 Advisor: General Mar 2022 00000 0000000
Kohlberg Kravis Roberts Advisor: General Mar 2022 00000 0000000
Ready Capital Advisor: General Mar 2022 00000 0000000
You’re viewing 10 of 163 services on a deal — buy side. Get the full list »

Service on a Deal — Sell Side (66)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Aetna Advisor: General Apr 2022 00000 0000000
00000000 00000 Advisor: General Jan 2022 00000 0000000
000000 000000 Advisor: General Nov 2021 00000 0000000
00000 00000 Advisor: General Nov 2021 00000 0000000
00000 00000 Advisor: General Nov 2021 00000 0000000
00000000 000000 Advisor: General Aug 2021 00000 0000000
00000 00000 Advisor: General May 2021 00000 0000000
000000 0000000000 Advisor: General Mar 2021 00000 0000000
EarlySense Advisor: General Feb 2021 00000 0000000
Wells Fargo Advisor: General Jan 2021 00000 0000000
You’re viewing 10 of 66 services on a deal — sell side. Get the full list »

Wells Fargo Securities Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Wells Fargo Securities Team (96)

Name Title Deals Office Contact
Info
Julien Pajot Deputy CEO & Head of TMT Charlotte, NC
Rob Engel Co-President Charlotte, NC
Sam Farnham Group Head, Mergers and Acquisitions & Managing Director 0 Charlotte, NC
Peng Luo Managing Director and Head, China Sales Hong Kong, Hong Kong
Adam Berger Managing Director & Head Healthcare M&A 0 San Francisco, CA
You’re viewing 5 of 96 team members. Get the full list »

Wells Fargo Securities Board Members (5)

Name Representing Role Since
Doug Brengel Wells Fargo Securities Vice Chairman, Investment Banking 000 0000
James Birchenough MD Wells Fargo Securities Vice Chairman 000 0000
John Hudson Wells Fargo Securities Vice Chairman 000 0000
You’re viewing 3 of 5 board members. Get the full list »