M&A Deal Summary

Stifel Financial Acquires Finance 500

On March 14, 2024, Stifel Financial acquired financial services company Finance 500

Acquisition Highlights
  • This is Stifel Financial’s 11th transaction in the Financial Services sector.
  • This is Stifel Financial’s 12th transaction in the United States.
  • This is Stifel Financial’s 4th transaction in California.

M&A Deal Summary
Date 2024-03-14
Target Finance 500
Sector Financial Services
Buyer(s) Stifel Financial
Deal Type Add-on Acquisition
Advisor(s) Houlihan Lokey (Financial)
Calfee, Halter & Griswold (Legal)

Target

Finance 500

Irvine, California, United States
Finance 500 is a brokerage and investment services provider focused on underwriting FDIC-insured Certificates of Deposits and fixed-income securities trading. Finance 500 is based in Irvine, California.

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Buyer(S) 1

Buyer

Stifel Financial

St. Louis, Missouri, United States
Category Company
Founded 1890
Sector Financial Services
Employees8,892
Revenue 4.3B USD (2023)
DESCRIPTION

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 13 of 13
Sector (Financial Services) 11 of 11
Type (Add-on Acquisition) 12 of 12
State (California) 4 of 4
Country (United States) 12 of 12
Year (2024) 2 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2024-03-14 CB Resource

Irvine, California, United States

CB Resource offers an advanced technology-enabled platform to deliver enterprise risk management, strategic planning, capital planning, and interactive performance-based analytics for community banks nationwide. CB Resource is based in Irvine, California.

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