Stifel Financial - M&A Summary and Business Overview

Financial ServicesCompany

Stifel Financial M&A Summary

Stifel Financial has acquired 11 companies, including 4 in the last 5 years.

Stifel Financial’s largest acquisition to date was in 2015, when it acquired Sterne Agee Group for $150M. Stifel Financial has acquired in 6 different US states, and 2 countries. The Company’s most targeted sectors include financial services (82%) and business services (10%).

Stifel Financial Business Overview

Where is Stifel Financial headquartered?

Stifel Financial is headquartered in St. Louis, Missouri.

What is Stifel Financial’s revenue?

Stifel Financial disclosed revenue of 4,334M USD for 2022 and 4,677M USD for 2021.

How many employees does Stifel Financial have?

Stifel Financial has 8,407 employees.

What sector is Stifel Financial in?

Stifel Financial is a financial services company.

When was Stifel Financial founded?

Stifel Financial was founded in 1890.

M&A Summary

  • M&A Total Activity11
    • M&A Buy Activity11
  • Total Sectors Invested 3
  • Total Countries Invested 2
  • M&A Advisors 3

Stifel Financial

Stifel Financial Corp.

One Financial Plaza 501 North Broadway,
St. Louis, Missouri 63102
United States,
(314) 342-2000
www.stifel.com

Stifel Financial is a financial services holding company that conducts its banking, securities, and financial services business through several wholly owned subsidiaries. Stifel Financial was founded in 1890 and is based in St. Louis, Missouri.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.8/yr) # 7 - 1 2 - 1 11
vol $150M $150M
Sell (0.0/yr) # - - - - - - 0
  11

Most Recent M&A

Company Date Value Type
Finance 500, Inc. 2024-03-14 - Add-on Acquisition
Irvine, California · www.finance500.com
Torreya Partners LLC 2022-12-22 - Buyout (LBO, MBO, MBI)
New York, New York · www.torreya.com
ACXIT Capital Holding GmbH 2022-06-07 - Add-on Acquisition
Frankfurt, Germany · www.acxit.com
Vining Sparks IBG LP 2021-09-29 - Add-on Acquisition
Memphis, Tennessee · www.viningsparks.com
Business Bancshares, Inc. 2018-05-10 - Add-on Acquisition
Clayton, Missouri · www.bbstl.com
Sterne Agee Group, Inc. 2015-02-23 150M USD Add-on Acquisition
Birmingham, Alabama · www.sterneagee.com
Merchant Capital LLC 2014-11-24 - Add-on Acquisition
Montgomery, Alabama · www.merchantcapital.com
Miller Buckfire & Co., LLC 2012-12-20 - Add-on Acquisition
New York, New York · www.millerbuckfire.com
Stone & Youngberg LLC 2011-07-25 - Add-on Acquisition
San Francisco, California · www.syllc.com
Thomas Weisel Partners, Inc. 2010-04-26 - Add-on Acquisition
San Francisco, California · www.tweisel.com
View All >>

Business Unit M&A

Company Acquired Add-On/Sale Date #
Sterne Agee Group, Inc. 2015-02-23 Sterne Agee - Clearing and Independent Wealth Management Businesses 2016-06-27 2
Birmingham, Alabama · www.sterneagee.com , Alabama
Sterne Agee Group, Inc. 2015-02-23 Sterne Agee Group - Institutional Equity business 2015-04-20 1
Birmingham, Alabama · www.sterneagee.com , United States

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 9 (82%) 150M (100%) - -
Business Services 1 (9%) - - -
Insurance 1 (9%) - - -
Total 11 $150M - -

By Geo

State/Country Buy Value Sell Value
United States 10 150M - -
  California 3 - - -
  New York 2 - - -
  Alabama 2 150M - -
  Tennessee 1 - - -
  New Jersey 1 - - -
  Missouri 1 - - -
Germany 1 - - -
Domestic 10 (91%) 150M (100%) - -
Cross-border 1 (9%) - - -
Total 11 $150M - -

Top M&A Advisors

Financial Deals
Keefe, Bruyette, & Woods, Inc.
2
Stifel, Nicolaus & Co., Inc.
2
Legal Deals
Bryan Cave Leighton Paisner LLP
4

Deal Values

buy # Total
$100M to $1B 1 $150M
TOTAL $150M
Largest Sterne Agee Group, Inc.
$150M (2015-02-23)

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