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Wells Fargo Securities

Wells Fargo Securities
I-BANK SERVICE
4,200 EMPLOYEES
464 SERVICED COMPANIES
548 SERVICED DEALS
108 SERVICED INVESTORS
Description

Wells Fargo Securities is the trade name for the capital markets and investment banking services of Wells Fargo and its subsidiaries. The company provides institutional clients, alternative asset managers and large corporations with a comprehensive approach to the sales, trading, structuring, and execution of a wide variety of financial market products, including bonds, loans, equities, market-linked products, clearing services, and risk management sevices.

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 (580)

Company Name Service Provided Deal Date Deal Type Deal Amount
Phreesia Underwriter Dec 2019 00000 0000000
00000 00000 000000 Advisor: General Dec 2019 00000 0000000
000000 0000000 Underwriter Nov 2019 00000 0000000
00 000000 Nov 2019 00000 0000000
00 000000 Nov 2019 00000 0000000
000 0000000000000 Nov 2019 00000 0000000
0000000 00000000 Advisor: General Nov 2019 00000 0000000
0000000 0000000000 Advisor: General Oct 2019 00000 0000000
Tradeweb Underwriter Oct 2019 00000 0000000
Velocity Mortgage Capital Underwriter Oct 2019 00000 0000000
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Wells Fargo Securities Services to Investors

Service on a Deal — Buy Side (115)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Henderson Park Capital Advisor: General Nov 2019 00000 0000000
0000000 000000 000 Advisor: General Sep 2019 00000 0000000
00000 0000000000 Advisor: General Sep 2019 00000 0000000
000000000000 Advisor: General Aug 2019 00000 0000000
0000000 000000 Advisor: General Jul 2019 00000 0000000
00000 000000 Advisor: General Jul 2019 00000 0000000
00000000 00000000 Advisor: General Apr 2019 00000 0000000
000000 Advisor: General Apr 2019 00000 0000000
Enterprise Bank & Trust Advisor: General Mar 2019 00000 0000000
Cloverleaf Cold Storage Advisor: General Jan 2019 00000 0000000
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Service on a Deal — Sell Side (54)

Investor Name Service Provided Deal Date Deal Type Deal Amount
American Water Advisor: General Nov 2019 00000 0000000
0รค000 00000000 Advisor: General Sep 2019 00000 0000000
00 000000 Advisor: General Jul 2019 00000 0000000
000 0000000000 000 Advisor: General May 2019 00000 0000000
00000 00000 Advisor: General Apr 2019 00000 0000000
00 00000000 Advisor: General Apr 2019 00000 0000000
000000 000 & 00000 Advisor: General Feb 2019 00000 0000000
000000 00 000 & 00 Advisor: General Feb 2019 00000 0000000
Buckeye Partners Advisor: General Jan 2019 00000 0000000
Buckeye Partners Advisor: General Dec 2018 00000 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 (98)

Name Title Deals Office Contact
Info
Peng Luo Managing Director and Head, China Sales Los Angeles, CA
Richard Chisholm Managing Director & Co-Head Education & Nonprofit Group Charlotte, NC
Andrew Cox Managing Director & Co-Head of Retail Investment Banking 0 Charlotte, NC
Adam Berger Managing Director & Head Healthcare M&A 0 San Francisco, CA
Troy Black Managing Director & Head of Commodities Sales Charlotte, NC

12 Former Team Members

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Wells Fargo Securities Board Members (3)

Name Representing Role Since Contact
Info
Doug Brengel Wells Fargo Securities Vice Chairman, Investment Banking 000 0000
Paul Ackerman Wells Fargo Securities Vice Chairman & Senior Banker, Global Financial Institutions 000 0000
Scott Bergh Wells Fargo Securities Vice Chairman 000 0000