Keefe, Bruyette & Woods

Keefe, Bruyette & Woods (KBW) is an established investment bank headquartered in New York City, founded in 1962. The firm specializes in providing a range of financial services, including strategic advisory for mergers and acquisitions, capital markets, and debt financing. KBW serves clients primarily in the banking, insurance, and specialty finance sectors, offering expertise in areas such as equity sales, trading, and structured finance. The firm is recognized for its highly ranked Depositories Investment Banking Department, which provides strategic advice and capital solutions tailored to the needs of financial institutions. Additionally, KBW assists with public and private placements of equity and debt, helping clients navigate complex transactions and optimize their financial strategies.

Joseph Berry

Managing Director

1 past transactions

FinFit

Debt Financing in 2018
FinFit provides the highest level of service to clients by identifying the unique needs of each individual and sharing a sense of urgency in meeting them.FinFit works closely with business owners, executives, human resource departments, benefits administrators, and other third-party servicers to bring a sense of stability into the workplace through a combination of financial assistance and educational support. FinFit has brought together an innovative team of technologists, data masters, people people and creative types to create a benefit platform that does more than educate, it helps employees solve the real-life challenges.
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