Keefe, Bruyette, & Woods, Inc.

The Equitable Building 787 Seventh Avenue, 4th Floor,
New York, New York 10019
United States
(212) 887-7777
www.kbw.com

Keefe, Bruyette & Woods, Inc. is an investment banking firm focused on serving clients from the financial services sector. Services offered include research, equity sales and trading, asset management, loan portfolio sales services, merger and acquisitions, capital markets, structured finance, and mutual conversions. Keefe, Bruyette & Woods was founded in 1962 and is headquartered in New York City.

M&A Advisory Summary

Buyside vs Sellside

Year	≤ '19	'20	'21	'22	'23	'24	T
Buyside (4.4/yr)	110	2	12	4	1	3	132
Sellside (8.0/yr)	106	4	19	8	3	6	146
							278

Most Recent

Target Company	Date	Value	Type
Sign-up to View	2024-11-01	54M USD	Financial Services
Sign-up to View	2024-09-12	670M USD	Business Services
Sign-up to View	2024-07-29	-	Financial Services
Sign-up to View	2024-07-09	-	Financial Services
Sign-up to View	2024-05-20	2.0B USD	Financial Services
Sign-up to View	2024-04-29	2.0B USD	Financial Services
Sign-up to View	2024-04-29	79M USD	Financial Services
Sign-up to View	2024-03-14	-	Financial Services
Sign-up to View	2024-03-14	-	Financial Services
Sign-up to View	2023-08-08	-	Financial Services
View All >>

Sector Experience

Sector		#	Value
Financial Services		Sign-up to View
Insurance		Sign-up to View
Business Services		Sign-up to View
Information Technology		Sign-up to View
Software		Sign-up to View
Healthcare Services		Sign-up to View
Franchising		Sign-up to View
Digital Media		Sign-up to View
Total		Sign-up to View

Geo Experience

State/Country		#
United States		Sign-up to View
	California	Sign-up to View
	Florida	Sign-up to View
	New York	Sign-up to View
	Ohio	Sign-up to View
	Pennsylvania	Sign-up to View
	Massachusetts	Sign-up to View
	Texas	Sign-up to View
	Indiana	Sign-up to View
	New Jersey	Sign-up to View
	North Carolina	Sign-up to View
	Virginia	Sign-up to View
	Michigan	Sign-up to View
	Tennessee	Sign-up to View
	Illinois	Sign-up to View
	Washington	Sign-up to View
	Connecticut	Sign-up to View
	Colorado	Sign-up to View
	Maryland	Sign-up to View
	Louisiana	Sign-up to View
	Georgia	Sign-up to View
	South Carolina	Sign-up to View
	Alabama	Sign-up to View
	Kentucky	Sign-up to View
	Delaware	Sign-up to View
	Oregon	Sign-up to View
	Kansas	Sign-up to View
	Arizona	Sign-up to View
	Minnesota	Sign-up to View
	Wisconsin	Sign-up to View
	Oklahoma	Sign-up to View
	Idaho	Sign-up to View
	Montana	Sign-up to View
	Missouri	Sign-up to View
	South Dakota	Sign-up to View
	Utah	Sign-up to View
	District of Columbia	Sign-up to View
	Nevada	Sign-up to View
	West Virginia	Sign-up to View
	Nebraska	Sign-up to View
	Hawaii	Sign-up to View
	Arkansas	Sign-up to View
	New Hampshire	Sign-up to View
	Wyoming	Sign-up to View
United Kingdom		Sign-up to View
Canada		Sign-up to View
	Ontario	Sign-up to View
Bermuda		Sign-up to View
Ireland		Sign-up to View
Domestic		Sign-up to View
Cross-border		Sign-up to View
Total		Sign-up to View

Transaction Type Experience

Type		#	Value
Add-on Acquisition		Sign-up to View
Merger		Sign-up to View
Divestiture		Sign-up to View
Growth Capital		Sign-up to View
Secondary Buyout		Sign-up to View
Buyout (LBO, MBO, MBI)		Sign-up to View
Recapitalization		Sign-up to View
Consolidation		Sign-up to View
Total		Sign-up to View

Top M&A Clients

PE Firms (5)	Deals
Sign-up to View	2
Sign-up to View	1
Sign-up to View	1

Corporate (215)	Deals
Sign-up to View	6
Sign-up to View	5
Sign-up to View	4

Deal Values

Value	#	TOTAL
> $1B	Sign-up to View
$100M to $1B	Sign-up to View
< $100M	Sign-up to View
TOTAL	Sign-up to View
Largest	MBNA Corp. $35.0B (2005-06-30)

Advisor Summary

Size

Boutique

Established

1962

Ownership

Subsidiary

Type

Specialist

Susidiary Of

Stifel Financial