Wells Fargo Securities Overview

  • Service
  • Investment Bank

  • Year Founded
  • 1984

Year Founded

  • Serviced Companies
  • 945

  • Serviced Deals
  • 1,024

  • Serviced Investors
  • 421

Wells Fargo Securities General Information

Description

Founded in 1984, 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
Year Founded
1984
Service Provider Type
Investment Bank
Corporate Office
  • 464 California Street
  • San Francisco, CA 94104
  • United States
+1 (415)

Wells Fargo Securities Services to Companies

Service on a Deal (1,148)

Wells Fargo Securities has provided services on 1148 deals. It last acted to OneMain Financial on a made for . The deal was made in 2025.

Company Name Service Provided Deal Date Deal Type Deal Amount
OneMain Financial Mar 2025
Mineralys Underwriter Mar 2025
Extra Space Storage Advisor: General Mar 2025
Kohlberg Kravis Roberts Advisor: General Mar 2025
Humana Mar 2025
Humana Mar 2025
Synopsys Underwriter Mar 2025
Olin Feb 2025
American Media Systems Company Feb 2025
American Media Systems Company Feb 2025
You’re viewing 10 of 1,148 services to companies. Get the full list »

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Wells Fargo Securities Services to Investors

Service on a Deal — Buy Side (205)

Wells Fargo Securities has provided buy side services on 205 deals. It last acted as a general advisor to Ares Management on a made for . The deal was made in 2025.

Investor Name Service Provided Deal Date Deal Type Deal Amount
Ares Management Advisor: General Mar 2025
Martin Resource Management Advisor: General Dec 2024
First Advantage Advisor: General Oct 2024
Clayton, Dubilier & Rice Advisor: General Jun 2024
Expro International Group Advisor: General May 2024
Aurora Capital Partners Advisor: General Apr 2024
APA Advisor: General Apr 2024
Bayview Asset Management Advisor: General Mar 2024
CardWorks Advisor: General Mar 2024
Kohlberg Kravis Roberts Advisor: General Mar 2024
You’re viewing 10 of 205 services on a deal — buy side. Get the full list »

Service on a Deal — Sell Side (82)

Wells Fargo Securities has provided sell side services on 82 deals. It last acted as a general advisor to Wells Fargo on a . The deal was made in 2025.

Investor Name Service Provided Deal Date Deal Type Deal Amount
Wells Fargo Advisor: General Mar 2025
Berry Global Advisor: General Nov 2024
Lincoln Financial Group Advisor: General May 2024
547 Energy Advisor: General Mar 2024
Quantum Capital Group (Houston) Advisor: General Mar 2024
CenterPoint Energy Advisor: General Feb 2024
USD Group Advisor: General Jan 2024
Hartree Partners Advisor: General Jan 2024
USD Group Advisor: General Dec 2023
Duke Energy Advisor: General Oct 2023
You’re viewing 10 of 82 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 FAQs

  • When was Wells Fargo Securities founded?

    Wells Fargo Securities was founded in 1984.

  • Where is Wells Fargo Securities headquartered?

    Wells Fargo Securities is headquartered in San Francisco, CA.

  • What service provider type is Wells Fargo Securities?

    Wells Fargo Securities's service provider type is Investment Bank.

  • What companies has Wells Fargo Securities invested in or acquired?

    Wells Fargo Securities has invested in or acquired companies NextEra Energy and Black & Company.

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