Raymond James Financial Mergers & Acquisitions

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 business services (10%).

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

Raymond James Financial

Raymond James Financial, Inc.

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

All (10) Buy (10) Sell (-)
Date Target Value
$mlns
Transaction Type Acquirer Seller SRC
Link
2022-03-28 SumRidge Partners · Financial Services
Jersey City, New Jersey · www.sumridge.com

SumRidge Partners is a principal-based fixed income market maker, specializing in high yield and investment-grade corporate bonds, municipal bonds, institutional preferred securities, emerging market bonds, and non-agency mortgage-backed securities. SumRidge uses its own balance sheet to facilitate flow trading, ensuring instantaneous execution for its diverse client base. SumRidge also offers actionable fixed income trade ideas and trading desk commentary to a dynamic distribution platform of institutional, middle-market, and wealth management clients worldwide. SumRidge Partners was founded in 2010 and is based in Jersey City.

Advisors: Gunderson Dettmer , Piper Sandler & Co.
- Add-on Acquisition

Raymond James Financial

Stone Point Capital PE


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