M&A Deal Summary |
|
|---|---|
| Date | 2025-10-27 |
| Target | Stifel Independent Advisors |
| Sector | Financial Services |
| Buyer(s) | Equitable Holdings |
| Sellers(s) | Stifel Financial |
| Deal Type | Divestiture |
SEARCH BY
| Category | Company |
|---|---|
| Founded | 1859 |
| Sector | Financial Services |
| Employees | 8,000 |
| Revenue | 12.4B USD (2024) |
Equitable Holdings comprises two complementary and well-established principal franchises, Equitable Life Insurance Company and AllianceBernstein. Annuity and life insurance products are issued by AXA Equitable Life Insurance Company (AXA Equitable / AXA Equitable Life). Equitable Holdings was founded in 1859 and is based in New York, New York.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 1 |
| Sector: Financial Services M&A | 1 of 1 |
| Type: Divestiture M&A Deals | 1 of 1 |
| State: Missouri M&A | 1 of 1 |
| Country: United States M&A | 1 of 1 |
| Year: 2025 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-06-01 |
CS Life Re Co.
New York, New York, United States CS Life Re Co. operates as an insurance company and offers property, casualty, and marine insurance and reinsurance services. CS Life Re Co. is based in New York City. |
Sell | - |
| Category | Company |
|---|---|
| Founded | 1890 |
| Sector | Financial Services |
| Employees | 8,887 |
| Revenue | 4.9B USD (2024) |
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.
| DEAL STATS | # |
|---|---|
| Overall | 2 of 2 |
| Sector: Financial Services M&A | 2 of 2 |
| Type: Divestiture M&A Deals | 2 of 2 |
| State: Missouri M&A | 1 of 1 |
| Country: United States M&A | 2 of 2 |
| Year: 2025 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-01-06 |
Bryan Garnier
London, United Kingdom Bryan Garnier is an independent full-service investment bank focused on European technology and healthcare companies. The bank's product suite includes mergers & acquisitions advisory, private and public growth financing solutions, and institutional sales & execution. Formed in 1996, Bryan Garnier is headquartered in Paris and has offices in London, Amsterdam, Munich, Oslo, Stockholm, and New York. |
Buy | - |
