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 |
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 |
Wells Fargo Securities Investment Preferences
| Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
|---|
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Request full access to PitchBookWells Fargo Securities Team (98)
12 Former Team Members
You’re viewing 5 of 98 team members. Get the full list »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 |