Wells Fargo Securities Overview
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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.
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
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0000000
00 000000 00000000
Underwriter
Apr 2022
00000
0000000
000 00
Apr 2022
00000
0000000
000 00
Apr 2022
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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
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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
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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
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0000000
Ready Capital
Advisor: General
Mar 2022
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0000000
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Service on a Deal — Sell Side (66)
Investor Name
Service Provided
Deal Date
Deal Type
Deal Amount
Aetna
Advisor: General
Apr 2022
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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
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0000000
Wells Fargo
Advisor: General
Jan 2021
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0000000
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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 »