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Stifel Financial

Stifel Financial
I-BANK SERVICE
1890 FOUNDED
400 EMPLOYEES
974 SERVICED COMPANIES
1,169 SERVICED DEALS
216 SERVICED INVESTORS
Description

Stifel Financial is a full-service wealth management and investment banking firm, established in 1890 and based in St. Louis, Missouri. The Company provides securities brokerage, trading, investment advisory, and related financial services through its wholly owned subsidiaries to individual investors, professional money managers, businesses and municipalities.

Website
Year Founded
1890
Service Provider Type
Investment Bank
Primary Office
  • One Financial Plaza
  • 501 North Broadway
  • Saint Louis, MO 63102
  • United States

+1 (800) 000-0000

Stifel Financial Services to Companies

Service on a Deal (1,182)

Company Name Service Provided Deal Date Deal Type Deal Amount
Carlisle Carrier Advisor: General Jul 2019 00000 0000000
00000000 000 & 000 Placement Agent Jul 2019 00000 0000000
000 00000000 Underwriter Jun 2019 00000 0000000
00000000 000000000 Underwriter Jun 2019 00000 0000000
000000 Underwriter Jun 2019 00000 0000000
00000000000 000000 Advisor: General Jun 2019 00000 0000000
000000000 Jun 2019 00000 0000000
00000000 000000000 Lead Manager or Arranger Jun 2019 00000 0000000
CrowdStrike Underwriter Jun 2019 00000 0000000
Kornit Digital Underwriter Jun 2019 00000 0000000
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Stifel Financial Services to Investors

Service on a Deal — Buy Side (222)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Accel-KKR Advisor: General Jul 2019 00000 0000000
00000000000 Advisor: General Jul 2019 00000 0000000
00000000 000 & 000 Advisor: General Jul 2019 00000 0000000
0000000 0000000 Advisor: General Jun 2019 00000 0000000
000000000000000 Advisor: General Jun 2019 00000 0000000
0&0 0000000 Advisor: General Jun 2019 00000 0000000
0000000 00000000 0 Advisor: General May 2019 00000 0000000
000 0000000000 000 Advisor: General May 2019 00000 0000000
Yourgene Health Advisor: General Apr 2019 00000 0000000
Glacier Bancorp Advisor: General Apr 2019 00000 0000000
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Service on a Deal — Sell Side (94)

Investor Name Service Provided Deal Date Deal Type Deal Amount
HomeStreet Bank Advisor: General Jun 2019 00000 0000000
00000000 0000000 Advisor: General May 2019 00000 0000000
0000000 00000 Advisor: General Apr 2019 00000 0000000
0000'0 000000000 Advisor: General Mar 2019 00000 0000000
00000000 Advisor: General Mar 2019 00000 0000000
0000000 00000 Advisor: General Mar 2019 00000 0000000
00000000 00000 Advisor: General Mar 2019 00000 0000000
0000000000 0000000 Advisor: General Nov 2018 00000 0000000
Cadent Energy Partners Advisor: General Nov 2018 00000 0000000
Customers Bank Advisor: General Oct 2018 00000 0000000
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Stifel Financial Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Stifel Financial Subsidiaries (15)

Company Name Industry Location Founded
Stifel Bank Regional Banks Clayton, MO 2002
000000 00000000 & Investment Bank New York, NY 0000
000000 0000 & 0000 Commercial Bank Saint Louis, MO 0000
000000000 0000 Investment Bank Frankfurt, Germany 0000
000000 000000 0000 Investment Advisor San Francisco, CA 0000
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Stifel Financial Team (312)

Name Title Deals Office Contact
Info
Ronald Kruszewski Chief Executive Officer and Chairman 00 Saint Louis, MO
James Zemlyak Co-President Saint Louis, MO
Eithne O'Leary President of Stifel Europe 0 Saint Louis, MO
James Marischen Chief Financial Officer & Board Member Saint Louis, MO
Carol DeNatale Managing Director & Chief Operating Officer of Investment Banking Saint Louis, MO

168 Former Team Members

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Stifel Financial Board Members (24)

Name Representing Role Since Contact
Info
Bowman Wingard Stifel Financial Co-Chairman of the Board of Directors 000 0000
David Sliney Stifel Financial Chief Operating Officer & Board Member 000 0000
James Marischen Stifel Financial Chief Financial Officer & Board Member 000 0000
James Oates Stifel Financial Board Member 000 0000
Kathleen Brown JD Self Board Member 000 0000

8 Former Board Members

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