Raymond James Financial - M&A Summary and Business Overview

Financial ServicesCompany

Raymond James Financial M&A Summary

Raymond James Financial has acquired 11 companies, including 4 in the last 5 years. A total of 4 acquisitions came from private equity firms.

Raymond James Financial’s largest acquisition to date was in 2012, when it acquired Morgan Keegan & Company for $1.2B. Raymond James Financial has acquired in 8 different US states, and 2 countries. The Company’s most targeted sectors include financial services (80%) and insurance (10%).

Raymond James Financial Business Overview

Where is Raymond James Financial headquartered?

Raymond James Financial is headquartered in St. Petersburg, Florida.

What is Raymond James Financial’s revenue?

Raymond James Financial disclosed revenue of 11,468M USD for 2023 and 10,851M USD for 2022.

How many employees does Raymond James Financial have?

Raymond James Financial has 18,000 employees.

What sector is Raymond James Financial in?

Raymond James Financial is a financial services company.

When was Raymond James Financial founded?

Raymond James Financial was founded in 1962.

M&A Summary

  • M&A Total Activity10
    • M&A Buy Activity10
  • Total Sectors Invested 3
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 6
  • M&A Advisors 2

Raymond James Financial

Raymond James Financial, Inc.

880 Carillon Parkway,
St. Petersburg, Florida 33716
United States,
(727) 567-1000
www.raymondjames.com

Raymond James Financial is a financial holding company, through its subsidiaries, that is engaged in the underwriting, distribution, trading, and brokerage of equity and debt securities, as well as the sale of mutual funds and other investment products in the United States, Canada, and Europe. Raymond James Financial was founded in 1962 and is based in St. Petersburg, Florida.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.6/yr) # 7 1 1 1 - - 10
vol $1.2B $1.1B $2.3B
Sell (0.0/yr) # - - - - - - 0
  10

Most Recent M&A

Company Date Value Type
SumRidge Partners LLC 2022-03-28 - Add-on Acquisition
Jersey City, New Jersey · www.sumridge.com
Tristate Capital Holdings, Inc. 2021-10-20 1.1B USD Add-on Acquisition
Pittsburgh, Pennsylvania · www.tristatecapitalbank.com
Northwest Plan Services, Inc. 2020-12-10 - Add-on Acquisition
Seattle, Washington · www.nwp401k.com
Scout Investments 2017-04-20 - Divestiture
Kansas City, Missouri
The Producers Choice, LLC 2015-05-29 - Add-on Acquisition
Troy, Michigan · www.producerschoicenetwork.com
Cougar Global Investments Ltd. 2015-03-02 - Add-on Acquisition
Toronto, Ontario · www.cougarglobal.com
Morgan Keegan & Company, Inc. 2012-04-02 1.2B USD Add-on Acquisition
Memphis, Tennessee · www.raymondjames.com/morgan_keegan
Allied Irish Banks, Canadian Operation 2011-06-30 - Divestiture
, Canada
Howe Barnes Hoefer & Arnett, Inc. 2011-04-01 - Add-on Acquisition
Chicago, Illinois
Lane, Berry & Co. International LLC 2009-05-25 - Add-on Acquisition
Boston, Massachusetts · www.laneberry.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 8 (80%) 2.3B (100%) - -
Business Services 1 (10%) - - -
Insurance 1 (10%) - - -
Total 10 $2.3B - -

By Geo

State/Country Buy Value Sell Value
United States 8 2.3B - -
  Washington 1 - - -
  Tennessee 1 1.2B - -
  Pennsylvania 1 1.1B - -
  New Jersey 1 - - -
  Missouri 1 - - -
  Michigan 1 - - -
  Massachusetts 1 - - -
  Illinois 1 - - -
Canada 2 - - -
  Ontario 1 - - -
Domestic 8 (80%) 2.3B (100%) - -
Cross-border 2 (20%) - - -
Total 10 $2.3B - -

Top M&A Advisors

Financial Deals
Raymond James - Investment Banking
 1
Legal Deals
Sullivan & Cromwell
 1

Deal Values

buy # Total
> $1B 2 $2.3B
TOTAL $2.3B
Largest Morgan Keegan & Company, Inc.
$1.2B (2012-04-02)

M&A Connections

Deals
Acquired from
Investor(s)
30%
3 (30%)
Strategic(s)
20%
2 (20%)

Company Summary

SECTOR

Financial Services

Revenue

11,468   6% 2023
10,851   13% 2022
9,630   23% 2021
7,889   4% 2020
7,646   7% 2019
7,182   16% 2018
6,244   18% 2017
5,301   2016
(millions of USD) Show More Show Less

Employees

18,000

Established

1962

Public

NYSE: RJF

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