Stifel Bank

Stifel Bank, a subsidiary of Stifel Bancorp, Inc., is a bank holding company based in Clayton, Missouri, focused on providing a comprehensive range of private and business banking products and services. It offers personal banking solutions such as checking and savings accounts, certificates of deposit, residential mortgages, and home equity lines of credit. For business clients, Stifel Bank provides business checking accounts, money market accounts, cash management services, and various loan options, including commercial real estate and small business administration loans. The bank also emphasizes digital banking services, including online and mobile banking, direct deposit, and e-statements. Stifel Bank primarily serves small and medium-sized businesses and their owners, aiming to be a leading financial partner by delivering customized financial solutions.

Andrew Collina

Managing Director and Head of Mid-Market Sponsors

John Honovich

Managing Director and Co-Head of Client Coverage

Peg Jackson

Managing Director, Software, Internet and Digital Media

Patrick Krause

Managing Director, Healthcare Services

James Marischen

CFO

Nicholas Moore

Managing Director, Healthcare

Eric Reuther

Managing Director

Chuck Roberts

Managing Director of Investments

Sergio Ronga

Managing Director and Head of Infrastructure Investment Banking

Theodore Tutun

Managing Director

Cody Wetmore

Analyst

Bowman Wingard

Co-Chairman of the Board of Directors

46 past transactions

Prepaid Technologies

Private Equity Round in 2021
Prepaid Technologies combines deep banking relationships and payments system expertise with innovative technology to manage efficient payments programs for banks and businesses. Prepaid Technologies was founded in 1998, in Birmingham Alabama, by bank industry veterans who understand both the intricacies of running a financial institution, and the technology that is shaping the future of business payments.

Vining Sparks

Acquisition in 2021
Vining Sparks is a financial services company offering asset management and ICBA securities services.
Legend Power Systems Inc. is an electrical energy conservation company based in Vancouver, Canada, with operations in both Canada and the United States. Founded in 1987, the company focuses on providing energy management solutions to commercial and industrial building owners, helping them navigate challenges related to grid volatility. Legend Power's flagship product, SmartGATE, is a patented device designed for dynamic power management, which enables users to reduce energy consumption, extend the lifespan of building systems, and enhance asset longevity. By offering a modular design, the company addresses current energy issues while also aiming to lower operational expenses and increase the overall market value of its clients' properties.

North Atlantic Capital

Acquisition in 2021
North Atlantic Capital is a private equity and venture capital firm based in Portland, Maine, established in 1986. The firm specializes in providing growth capital to innovative technology companies across the United States, focusing on sectors such as software as a service, information technology, telecommunications, medical devices, financial services, and more. North Atlantic Capital typically invests between $1 million and $10 million in companies with revenues ranging from $3 million to $50 million, often taking a majority stake in its portfolio. The firm offers a range of financing options, including equity, convertible preferred stock, subordinated debt, and mezzanine investments, aimed at reducing shareholder dilution while providing long-term capital. Its investment strategy is particularly geared towards later-stage and growth-stage businesses, primarily located on the East Coast, emphasizing patient capital compared to traditional venture debt.

Voyager

Post in 2021
Voyager is a crypto-asset broker that provides retail and institutional investors with a turnkey solution to trade crypto assets. Voyager offers investors execution, data, wallet, and custody services through its institutional-grade open architecture platform. The company was founded in 2017 and is based in Jersey City, New Jersey.

Neo Lithium

Post in 2021
Neo Lithium Corp. engages in the exploration and development of resource properties. It explores for lithium deposits. The company holds interests in the Tres Quebradas project located in the southern end of the lithium triangle in the Puna Plateau in northern Argentina. Neo Lithium Corp. was incorporated in 2016 and is headquartered in Toronto, Canada.

NeuPath Health

Post in 2020
NeuPath Health Inc. provides chronic pain management services in Canada. The company offers chronic pain assessment and multi-modal treatment plan that helps patient to manage chronic pain and optimize quality of life. It also provides workplace health services. The company operates 12 clinics under the Centres for Pain Management and InMedic Creative Medicine brands in Ontario. NeuPath Health Inc. is headquartered in Mississauga, Canada.

OrganiGram

Post in 2020
OrganiGram Holdings Inc is a Licensed Producer of medical marijuana in Canada, operating under the Marihuana for Medical Purposes Regulations (MMPR). The company specializes in producing indoor-grown cannabis, catering to both medical patients and adult recreational consumers. OrganiGram has established a diverse portfolio of recreational cannabis brands, including Edison, Big Bag o' Buds, SHRED, Monjour, Holy Mountain, and Trailblazer. Recently, it has expanded its offerings with the addition of Tremblant Cannabis and the artisanal craft brand Laurentian, further enhancing its brand portfolio. The company's commitment is to provide high-quality cannabis products and services to its clients.

ButterflyMX

Series C in 2020
ButterflyMX, Inc. is a technology company that specializes in a cloud-based video intercom system tailored for the real estate industry. Founded in 2012 and based in New York, it offers a smart intercom solution that enables residents to manage property access via their smartphones. This system allows users to open doors, issue virtual keys for visitor access, and connect seamlessly with property management systems and other amenities. By adopting ButterflyMX's technology, property managers can eliminate the need for traditional wiring and in-unit hardware, while also gaining the ability to review entry logs and control access permissions. The company's innovative platform benefits various sectors, including multifamily housing, commercial spaces, gated communities, student housing, and senior living facilities. Since its commercial launch in 2015, ButterflyMX has positioned itself as a leader in providing secure and convenient property access solutions.

Pasofino Gold

Post in 2020
Pasofino Gold Limited is a Canadian gold exploration company focused on the acquisition, exploration, and development of mineral properties. The company holds an option to acquire a 50% interest in the Roger gold-copper project, which spans approximately 987 hectares in Quebec's Abitibi Greenstone Belt. Additionally, it has a 49% interest in the Dugbe gold project, covering an area of 2,355 square kilometers in southern Liberia. Originally incorporated in 2010 as Enforcer Gold Corp., the company rebranded to Pasofino Gold Limited in October 2019 and is headquartered in Vancouver, Canada.

Xebec Adsorption

Post in 2020
Xebec Adsorption Inc specializes in gas purification and filtration solutions across various markets, including natural gas, biogas, helium, and hydrogen. The company focuses on designing, engineering, and manufacturing advanced products that convert raw gases into clean energy sources. Its offerings include natural gas dryers for refueling stations, compressed gas filtration systems, biogas purification solutions, and air dryers. Xebec operates through three main segments: Systems, Corporate and other, and Support, servicing a diverse geographic footprint that encompasses the United States, Canada, China, Korea, Italy, and France. The company's innovative technologies aim to enhance the efficiency and sustainability of gas processing operations.
Great Bear Resources is a Canadian precious metals exploration company engaged in advancing projects of special merit in leading mining jurisdictions. The company's focus is on projects that have unique combinations of geological merit, infrastructure advantages, and the capability to be rapidly advanced through resource definition and beyond. It was founded in 2001 and headquartered in Vancouver, British Columbia.

RosCan Gold

Post in 2020
RosCan Gold Corporation is a Canadian-based gold exploration company that focuses on the acquisition and development of gold properties in West Africa. The company holds five option agreements for a 100% interest in six contiguous gold permits, covering a total area of 254 square kilometers in Mali. Additionally, RosCan is involved in a joint venture with Pelangio Exploration Inc. for the Dormaa Property in Ghana, which is part of their strategic exploration efforts in the region. The company's operations are situated near existing gold mines and deposits, particularly around the Kandiole Project in West Mali. Headquartered in Bedford, Canada, RosCan Gold Corporation is committed to advancing its gold exploration initiatives in this resource-rich area.

PharmaCielo

Post in 2020
PharmaCielo Ltd. is a global company headquartered in Toronto, Canada, with its operating subsidiary, PharmaCielo Colombia Holdings S.A.S., based in Rionegro, Colombia. The company specializes in the cultivation, processing, production, and supply of medicinal-grade cannabis oil extracts and tetrahydrocannabinol. Its products are distributed to pharmacies, medical clinics, and cosmetic companies across Canada, Colombia, Italy, and Mexico. In addition to its core offerings, PharmaCielo provides telemedicine software to enhance accessibility to its services. The choice of Canada as the headquarters reflects the country's strong standards of financial accountability and regulatory oversight in the cannabis industry, positioning PharmaCielo as a key player in the global market.

Orla Mining

Post in 2020
Orla Mining Ltd. is a mineral exploration and development company focused on acquiring, exploring, and developing mineral properties, primarily targeting gold and silver deposits. The company entirely owns the Camino Rojo project in Zacatecas, Mexico, which encompasses eight concessions covering approximately 200,000 hectares. This project hosts significant mineral reserves, estimated at 44 million tonnes, with a gold grade of 0.73 grams per tonne and a silver grade of 14.2 grams per tonne. Additionally, Orla Mining holds the Cerro Quema gold project in Panama and has an option agreement for the Monitor Gold project in Nevada, USA, which covers about 2,800 hectares. The company operates in multiple regions including Mexico, Panama, the United States, and Canada, and is headquartered in Vancouver, British Columbia. Orla Mining was previously known as Red Mile Minerals Corp. before rebranding in June 2015.
Inovalis Real Estate Investment Trust is an unincorporated, open-ended real estate investment trust established pursuant to a declaration of trust under the laws of the Province of Ontario. The REIT has been created for the purpose of acquiring and owning office properties primarily located in France and Germany but also opportunistically in other European countries where assets meet the REIT's investment criteria. The REIT currently owns an interest in eleven office properties in France and Germany, comprising approximately 1,409,113 square feet of gross leasable area (taking into account the interests in the properties owned in joint ventures).

B&F Capital Markets

Acquisition in 2019
B&F Capital Markets, Inc., a subsidiary of Stifel Financial Corp., is headquartered in Cleveland, United States, and specializes in financial risk management services. The firm primarily caters to regional and community banks, offering a fully operational, professionally staffed client interest rate risk management group. B&F Capital Markets provides essential services, including interest rate swaps and interest risk mitigation, to help banks effectively manage their exposure to interest rate fluctuations.

George K. Baum

Acquisition in 2019
George K. Baum & Company is a boutique investment banking firm. The firm provides financial advisory services; underwriting services for municipal bonds; taxable and non-taxable bond structuring and underwriting; cash flow preparation and analysis; homeownership program advice, implementation and management; single family pipeline hedging in the TBA market, taking all or sharing risk with the HFA; training HFA staff on using the TBA market and assisting in the implementation; municipal financial advisor services; private placements; and securitizing junior lien mortgages. Additionally,

Mooreland Partners

Acquisition in 2019
Mooreland Partners LLC is a boutique investment banking and financial advisory firm that specializes in mergers and acquisitions for public and private information technology companies. Founded in 2003 and headquartered in Greenwich, Connecticut, with an additional office in New York City, the firm focuses on sectors such as wireless application software, network operating systems, infrastructure solutions, voice and data communication services, enterprise applications, security software, systems integration, and business process outsourcing. Mooreland Partners operates as a subsidiary of Stifel Financial Corp since April 2019, providing clients with expertise in capital raising, divestiture, business restructuring, and corporate development initiatives. The firm’s extensive industry knowledge and transaction experience enable it to offer clients access to strategic buyers and investors globally.

MainFirst Bank

Acquisition in 2018
MainFirst Bank AG is an financial services firm specializing in equity brokerage, equity capital markets and asset management.

Business Bancshares

Acquisition in 2018
Business Bancshares provides private and business banking products and services. Its personal banking products and services include checking accounts, savings accounts, certificate of deposit (CD) and individual retirement accounts, CDARS/ICS, Visa debit and credit cards, rewards, special services, and cash reserves; and residential mortgages and home equity line of credit. The company’s business banking products and services include business checking accounts, money market accounts, sweep accounts, savings accounts, CD, CDARS, and cash management; and commercial real estate loans, commercial and industrial loans, and small business administration loans.

Ziegler Wealth Management

Acquisition in 2017
Ziegler Wealth Management has 57 private client advisors in 12 branches across five states that manage approximately $4.8 billion in client assets.

City Securities Corp.

Acquisition in 2016
City Securities is the oldest and largest independent, full-service investment firm based in Indiana—and one of the oldest in the Midwest. Lots of people know us as Indiana’s municipal bond experts because we’ve helped finance more projects for Indiana schools and communities than any other firm in history. We have, quite literally, helped build the state of Indiana.

ISM Capital

Acquisition in 2016
ISM Capital LLP is based in London, United Kingdom. As of May 3, 2016, ISM Capital LLP operates as a subsidiary of Stifel Nicolaus Europe Limited.

Eaton Partners

Acquisition in 2015
Eaton Partners is a placement agency that offers financial services to its clients. The agency collects the investment strategy, current portfolio, risk management capabilities, internal infrastructure, and differentiating factors from its clients and provides its clients with solutions. Furthermore, it provides a range of financial services to its clients, including private equity, real estate, venture capital, and hedge fundings. Eaton Partners was founded in 1983 by Charles Eaton and is based in Connecticut.

Ixia

Post in 2015
Ixia provides the industry's most comprehensive converged IP network validation and network visibility solutions. Equipment manufacturers, service providers, enterprises, and government agencies use Ixia's solutions to design, verify, and monitor a broad range of wired, Wi-Fi, and 3G/LTE equipment and networks. Ixia's test solutions emulate realistic media-rich traffic and network conditions so that customers can optimize and validate the design, performance, and security of their pre-deployment networks. Ixia's intelligent network visibility platforms provide clarity into physical and virtual production networks for improved performance, security, resiliency, and application delivery of cloud, data center, and service provider networks.

Sterne Agee

Acquisition in 2015
Sterne Agee, LLC operates as a securities broker/dealer. It engages in various classes of businesses, including principal transactions, agency transactions, and investment banking and advisory services. Sterne Agee, LLC was formerly known as Sterne Agee Group, Inc. and changed its name to Sterne Agee, LLC in June 2015. The company was founded in 1901 and is based in Birmingham, Alabama. As of June 5, 2015, Sterne Agee, LLC operates as a subsidiary of Stifel Financial Corp.

Merchant Capital

Acquisition in 2014
Merchant Capital is a provider of brokerage and investment banking services.

Legg Mason - Investment-Advisory and Trust

Acquisition in 2014
Legg Mason - Investment-Advisory and Trust is a provider of investment management and related services to company-sponsored mutual funds.

Oriel Securities

Acquisition in 2014
Oriel Securities Limited offers corporate finance and institutional stock brokerage services.

E.J. De La Rosa & Co

Acquisition in 2014
E.J. De La Rosa & Co offers investment banking services. The firm provides pre-sales, post-sales, and capital raising advisory services.

Acacia Federal Savings Bank

Acquisition in 2013
Acacia Federal Savings Bank provides banking services in the United States.
Ziegler Lotsoff Capital Management provides its services to non-profit organizations, including non-profit foundation, endowment.

Keefe, Bruyette & Woods

Acquisition in 2013
Keefe, Bruyette & Woods, Inc. is an investment bank based in New York, founded in 1962. The firm offers a range of financial services to individuals, corporations, and institutions, with a strong focus on the banking sector. Its highly regarded Depositories Investment Banking Department provides strategic advice, serving as buy-side and sell-side advisors for mergers and acquisitions, as well as divestitures. The firm represents banking companies in strategic combinations with other banks and financial services firms, offering advisory services to board special committees. Additionally, Keefe, Bruyette & Woods specializes in capital solutions for the banking industry, including public and private placements of equity, debt, and hybrid securities.

Miller Buckfire

Acquisition in 2012
Miller Buckfire is an investment banking firm based in New York City, founded in 2002. It specializes in addressing complex transformational issues for its clients through a range of services, including recapitalizations, acquisitions, sales and divestitures, as well as debt and equity financing transactions. The firm has extensive experience in renegotiating credit facilities, obtaining covenant waivers, and managing exchange and tender offers. Additionally, it assists with selling non-core assets, executing cross-border restructurings, valuations, and navigating Chapter 11 cases. Miller Buckfire serves various sectors, including healthcare, manufacturing, energy, information technology, and retail, and operates as a subsidiary of Stifel Financial.

Stone & Youngberg

Acquisition in 2011
Stone & Youngberg LLC, an investment banking company, provides underwriting and investment advisory services.

Thomas Weisel Partners

Acquisition in 2010
Thomas Weisel Partners LLC was a full-service investment banking firm founded in 1998 and headquartered in San Francisco, California. The firm specialized in the growth sectors of the global economy, focusing on industries such as Technology, Internet, Media, Telecommunications, Healthcare, Consumer, Energy, Financial Services, and Minerals & Mining. It provided a range of investment banking services, targeting companies poised for expansion and innovation within these dynamic sectors.

Missouri Valley Partners

Acquisition in 2010
Missouri Valley Partners is a SEC-registered investment advisor serving the needs of institutional and individual clients.

Butler Wick & Company

Acquisition in 2008
Butler Wick & Company is a provider of financial planning and brokerage services to its clients.

Miller Johnson Steichen Kinnard

Acquisition in 2008
Miller Johnson Steichen Kinnard is an institutional and securities brokerage firm.

Stifel

Acquisition in 2007
Stifel Bancorp, Inc. operates as a bank holding company for Stifel Bank, providing a range of banking products and services tailored for individuals and businesses. The bank offers personal banking services, including checking and savings accounts, certificates of deposit, residential mortgages, and home equity lines of credit. For business clients, Stifel Bank provides business checking accounts, cash management solutions, and a variety of loan products such as commercial real estate and small business administration loans. Additionally, the bank features online and mobile banking services to enhance customer convenience. Founded in 2003 and based in Clayton, Missouri, Stifel Bancorp aims to be a leading financial partner for businesses and individuals seeking customized financial solutions. Stifel also includes a full-service brokerage and investment banking division, established in 1890, which offers securities brokerage, investment banking, and advisory services across various client segments.

Ryan Beck & Co.

Acquisition in 2007
Ryan, Beck & Co., Inc., is a boutique investment banking and brokerage firm that provides financial services to individuals, institutions, and corporate clients.

Stereotaxis

Venture Round in 2003
Stereotaxis focuses on the development of robotic cardiology instrument navigation systems designed to enhance the treatment of arrhythmias and coronary disease, as well as information management solutions for the interventional lab. With over 100 patents for use in a hospital's interventional surgical suite, Stereotaxis helps physicians around the world provide unsurpassed patient care with robotic precision and safety, improved lab efficiency and productivity, and enhanced collaboration of life-saving information. Stereotaxis' core technologies are the Niobe® ES Remote Magnetic Navigation system, the Odyssey™ portfolio of lab optimization, networking and patient information management systems and the Vdrive™ Robotic Mechanical Navigation system and consumables.

Hanifen, Imhoff

Acquisition in 1999
Hanifen, Imhoff Inc. provides investment banking and securities brokerage services.

Bacon, Whipple & Co.

Acquisition in 1982
Bacon, Whipple & Co. is a provider of brokerage and investment banking services.
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