Stifel Bank

Stifel Bank, established in 1890, is a full-service financial institution headquartered in Saint Louis, Missouri. It offers a comprehensive range of financial services, including banking and lending solutions for both individuals and businesses. The bank provides customized financial solutions, such as wealth, estate, retirement, and education planning, along with insurance services. Stifel Bank caters to various industries, including healthcare, education, and financial services, among others.

Andrew Collina

Managing Director and Head of Mid-Market Sponsors

Alan Faulkner

Director, Venture Banking - Stifel

Matthew Gaasenbeek

Vice Chairman and Head of Investment Banking, Diversified Industries, Metals and Mining, Financial Services & Financial Sponsors, Life Sciences & Healthcare, Technology, Digital Assets

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

Nicholas Moore

Managing Director, Healthcare

Christopher Reichert

CEO, Stifel Bank and Trust and Board Member

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

60 past transactions

True Anomaly

Debt Financing in 2025
True Anomaly is focused on enhancing space security and resilience by developing advanced technologies at the intersection of spacecraft, software, and autonomy. The company aims to create a secure and sustainable space environment for the United States and its allies by designing, building, and selling solutions that address the challenges of space security. Their fully integrated technology platform combines training and simulation tools, sophisticated spacecraft manufacturing capabilities, and autonomous systems. This approach seeks to revolutionize space security and stability while offering innovative mission and software solutions to the commercial space market.

B. Riley Employee Advisors

Acquisition in 2025
B. Riley Employee Advisors provides financial advisory services that assist organizations in navigating complex business challenges. The company focuses on delivering tailored financial solutions that align with strategic objectives and address board-level concerns. By leveraging industry expertise, B. Riley Employee Advisors helps clients optimize their financial strategies and enhance decision-making processes. The firm is committed to facilitating effective communication and collaboration among stakeholders, ensuring that clients receive relevant insights to support their business goals. Through its comprehensive approach, B. Riley Employee Advisors positions itself as a valuable resource for companies seeking to improve their financial performance and operational efficiency.

Tandem PV

Series A in 2025
Tandem PV, Inc. is a manufacturer of advanced photovoltaic cells that combine perovskite and silicon technologies. Originally established as Iris Photovoltaics in 2016, the company rebranded in February 2018 and is headquartered in Palo Alto, California. Tandem PV specializes in mechanically-stacked perovskite and silicon tandem solar panels, which enhance solar panel efficiency significantly. By integrating metal-halide perovskite with existing silicon technology, Tandem PV aims to provide clients with improved performance and reduced installation costs, thereby increasing the overall value and market potential of solar energy.

Illuma Labs

Debt Financing in 2025
Illuma Labs, based in Plano, Texas, specializes in real-time voice authentication. Founded in 2018, the company offers a secure communication platform that authenticates callers in real-time, supporting contact centers and resource-constrained devices like smartphones and smart speakers. Its flagship solution, Illuma Shield, uses signal processing, machine learning, and AI to analyze voices during natural conversation, providing high authentication accuracy. Primarily serving the financial services, insurance, and e-commerce sectors, Illuma Labs also caters to credit unions, offering fraud prevention solutions tailored to their needs.

Miru Smart Technologies

Debt Financing in 2025
Miru Smart Technologies, formerly known as Click Materials, is a Vancouver-based company specializing in advanced materials, particularly in the development of electrochromic windows for residential, commercial, and automotive applications. Founded as a university spin-off, Miru leverages over a decade of academic and industrial research to innovate traditional thin film production. This advanced fabrication process is designed to provide superior performance at lower manufacturing costs compared to existing technologies. By focusing on strategic partnerships, Miru aims to integrate its window technology into the growing trends of connected smart buildings and voice-activated smart homes, contributing to reduced greenhouse gas emissions and enhanced energy efficiency.

Alpaca Real Estate

Debt Financing in 2025
Alpaca Real Estate uses a seasoned institutional investing team and Alpaca's reputation for innovation to produce alpha in an opportunistic real estate strategy.

Bryan, Garnier & Company

Acquisition in 2025
Bryan, Garnier & Co. is an independent investment bank based in Paris, France, established in 1996. The firm specializes in providing a range of financial services, including equity research, sales, trading, and capital raising, both private and public, as well as mergers and acquisitions. Focused on growth sectors, it serves clients in technology, healthcare, consumer, and business services. Bryan, Garnier & Co. has continuously expanded its expertise and geographical reach to better meet the needs of its clients, positioning itself as a key player in the European investment banking landscape.

Overhaul

Debt Financing in 2023
Overhaul Group, Inc., established in 2015 and headquartered in Austin, Texas, specializes in developing software solutions for the global transportation industry. Its core business involves creating visibility and risk management tools that enable users to monitor and control shipments in real-time. The company's platform integrates multiple data sources, providing a unified view of all active shipments. It offers features such as automated detection of suspicious activities, temperature monitoring, and alert systems for handling requirements, ensuring cargo arrives safely, undamaged, and on time.

Torreya Partners

Acquisition in 2022
Torreya Partners is a boutique corporate finance advisory firm based in New York City, specializing in the life sciences sector, particularly pharmaceuticals, biotechnology, medical technology, and diagnostics. Founded in 2007, the firm offers a range of services including mergers and acquisitions, corporate sales, divestitures, structured transactions, fairness opinions, licensing, private equity placements, and business valuations. Torreya Partners is recognized for its expertise in navigating complex financial transactions within the life sciences industry, making it a trusted advisor for companies seeking to enhance their strategic positions and achieve growth.

ACXIT Capital Partners

Acquisition in 2022
ACXIT Capital Partners is an investment and advisory firm based in Frankfurt, Germany, founded in 1999. The firm specializes in providing a range of services, including mergers and acquisitions, capital raising advisory, general financial advisory, restructuring, debt advisory, and strategic advisory. ACXIT serves various industries, such as internet and media, software and information technology, mobile and telecommunications, healthcare and pharmaceuticals, retail and consumer goods, real estate, and general industries. In July 2022, ACXIT Capital Partners was acquired by Stifel Financial Corp.

Monarch Mining

Post in 2022
Monarch Mining is a fully integrated mining company that specializes in gold projects. It owns four advanced properties, which include the Beaufor Mine, Croinor Gold, Beacon property and mill, McKenzie Break, and Swanson properties. All of these assets are situated near Monarch's wholly-owned mill, which has a processing capacity of 750 tons per day. The company is dedicated to advancing its mining operations and maximizing the potential of its properties.

LFE Capital

Corporate Round in 2022
LFE Capital, established in 2001 and headquartered in Naples, Florida, is a private equity firm focused on investing in high-growth companies within the consumer-oriented health and wellness sectors. The firm manages three funds and targets businesses with revenues ranging from $3 to $50 million, providing expansion capital and operational support. LFE Capital takes minority and control positions, actively collaborating with management teams to drive growth. It also prioritizes investing in businesses owned and led by women, and those serving female markets. The firm's primary investment geographies include the Midwest, Southeast, and Rocky Mountain regions, though it considers other continental U.S. locations.

Dash Solutions

Private Equity Round in 2021
Dash Solutions is a company that specializes in prepaid technology, offering innovative solutions for payroll, purchasing, rewards, and specialty payments. Founded in 1998 in Birmingham, Alabama, by veterans of the banking industry, Dash Solutions leverages extensive banking relationships and expertise in payment systems to create efficient payment programs for banks and businesses. Their platform is designed to streamline financial processes, allowing clients to save time, control costs, and mitigate risks through various payment options, including payroll cards, purchasing cards, and reward card programs. The company aims to shape the future of business payments by integrating advanced technology with traditional banking practices.

Vining Sparks

Acquisition in 2021
Vining Sparks is a financial services company founded in 1981 and headquartered in Memphis, Tennessee. It specializes in asset management and offers a range of services including bond accounting, interest rate risk assessment, risk management, safekeeping, and loan trading. The firm was recognized for its expertise in providing securities services to community banks and other financial institutions. In November 2021, Vining Sparks was acquired by Stifel, expanding its capabilities and market presence.

Legend Power Systems

Post in 2021
Legend Power Systems Inc. is an electrical energy conservation company based in Vancouver, Canada, operating since 1987. The company focuses on providing energy management solutions for commercial and industrial buildings in Canada and the United States. Its primary product, the SmartGATE, is a patented device designed for dynamic power management, enabling businesses to address grid volatility and reduce energy consumption. The modular design of SmartGATE enhances the longevity and efficiency of building systems, helping to lower operational costs and increase market value. Legend Power Systems primarily generates revenue from its operations in Canada, with additional sales and installations taking place in the United States.

Evofem Biosciences

Post in 2021
Evofem Biosciences is a biopharmaceutical company based in San Diego, California, focused on addressing unmet needs in women's sexual and reproductive health. The company has developed Phexxi, the first and only hormone-free prescription vaginal gel approved in the United States for pregnancy prevention. In addition to Phexxi, Evofem is also working on EVO100, a vaginal pH regulator aimed at preventing the urogenital transmission of Chlamydia trachomatis and Neisseria gonorrhoeae infections in women. Through its innovative products, Evofem Biosciences aims to enhance reproductive health care options for women.

North Atlantic Capital

Acquisition in 2021
North Atlantic Capital is a private equity and venture capital firm based in Portland, Maine, founded in 1986. The firm specializes in providing growth capital to innovative technology companies, focusing on sectors such as software as a service, information technology, telecommunications, medical devices, and business-to-business services. It primarily targets later-stage companies with revenues between $3 million and $50 million and typically invests between $1 million and $10 million, often taking a majority stake in its portfolio. North Atlantic Capital emphasizes a structured approach to investing, offering a combination of equity, convertible preferred stock, and subordinated debt, which allows for patient long-term capital and reduced shareholder dilution. The firm is particularly active in the East Coast region of the United States, targeting companies that demonstrate potential for expansion and innovation across various industries.

Voyager

Post in 2021
Voyager Digital operates as a crypto-asset broker, catering to both retail and institutional investors. Founded in 2017 and based in Jersey City, New Jersey, the company provides a comprehensive solution for trading crypto assets. Voyager's platform includes execution, data, wallet, and custody services, all delivered through an institutional-grade open architecture. This enables users to navigate the complexities of cryptocurrency trading with greater ease and security.

Neo Lithium

Post in 2021
Neo Lithium Corp. is a Canadian company focused on the exploration and development of lithium resource properties, primarily through its Tres Quebradas project located in the lithium triangle of the Puna Plateau in northern Argentina. Established in 2016 and headquartered in Toronto, Neo Lithium aims to capitalize on the growing demand for lithium driven by advancements in battery technology for portable devices, electric vehicles, and large-scale energy storage solutions. The company is strategically positioned to contribute to the global shift towards renewable energy through its lithium production, which is essential for efficient high-capacity energy storage systems.

NeuPath Health

Post in 2020
NeuPath Health Inc. is a Canadian company specializing in chronic pain management services, headquartered in Mississauga, Ontario. It operates 12 clinics under the Centres for Pain Management and InMedic Creative Medicine brands. The company provides comprehensive assessments and multi-modal treatment plans aimed at helping patients manage chronic pain and improve their quality of life. NeuPath Health addresses a wide range of conditions, including acute pain, spinal injuries, myofascial pain, neuropathic pain, post-shingles neuropathic pain, sports-related injuries, and concussions. By leveraging technology and fostering inter-professional collaboration among licensed healthcare providers, NeuPath Health develops patient-centered treatment strategies that focus on restoring function and overall well-being.

OrganiGram Holdings

Post in 2020
OrganiGram Holdings is a producer and distributor of medical and recreational cannabis based in Canada. The company specializes in high-quality, indoor-grown cannabis, catering to both patients and adult recreational consumers. OrganiGram has developed a diverse portfolio of adult-use recreational cannabis brands, including Edison, Big Bag o' Buds, SHRED, Monjour, Holy Mountain, and Trailblazer. Recently, the company has expanded its brand offerings with the addition of Tremblant Cannabis and the artisanal craft brand Laurentian. In addition to serving the domestic market, OrganiGram is focused on establishing international business partnerships to enhance its global presence.

OceanaGold

Post in 2020
OceanaGold Corporation is a multinational gold and copper producer with over 24 years of sustainable operations in New Zealand, the Philippines, and El Salvador. The company’s flagship asset is the Didipio mine in the northern Philippines, which began commercial production in 2013 and is projected to operate until 2030. In New Zealand, OceanaGold manages the largest gold operation at the Macraes Goldfield, along with additional sites in Reefton and Waihi. The company emphasizes environmental stewardship and community engagement, actively collaborating with stakeholders to create opportunities and ensure a positive legacy that extends beyond the mining life cycle. OceanaGold’s portfolio includes four operating mines, showcasing its commitment to responsible resource development and operational efficiency.

ButterflyMX

Series C in 2020
ButterflyMX, Inc. is a technology company that specializes in cloud-based video intercom systems tailored for the real estate industry. Founded in 2012 and based in New York, the company provides a smart intercom solution that allows users to manage property access through their smartphones. Its system enables users to open doors, issue virtual keys for visitors, and connect with property management and access control systems, all while eliminating traditional wiring and hardware. This innovative approach offers significant cost savings and simplifies installation, making it an attractive option for a wide range of markets, including multifamily residences, commercial office spaces, gated communities, student housing, and senior living facilities. ButterflyMX aims to enhance security and convenience for tenants and property managers alike by streamlining property access management.

Pasofino Gold

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

Xebec Adsorption

Post in 2020
Xebec Adsorption Inc specializes in gas purification and filtration solutions tailored for various markets, including natural gas, biogas, helium, and hydrogen. The company designs, engineers, and manufactures a range of innovative products aimed at transforming raw gases into marketable sources of clean energy. Its offerings encompass purification, separation, dehydration, and filtration equipment for gases and compressed air, with specific product lines including natural gas dryers for refueling stations, compressed gas filtration, and biogas purification systems. Xebec operates through several segments, including Systems and Support, and is active in geographic regions such as the United States, Canada, China, Korea, Italy, and France. Through its technology and services, Xebec plays a vital role in advancing clean energy solutions.

Great Bear Resources

Post in 2020
Great Bear Resources is a Canadian precious metals exploration company founded in 2001 and headquartered in Vancouver, British Columbia. The company specializes in advancing projects with geological merit and infrastructure advantages in prominent mining jurisdictions. It focuses on projects that have the potential for rapid development through resource definition and progression, aiming to maximize value in the exploration stage. By targeting high-potential opportunities, Great Bear Resources seeks to contribute to the resource sector while leveraging its expertise in mining exploration.

RosCan Gold

Post in 2020
RosCan Gold Corporation is a Canadian gold exploration company dedicated to the acquisition, exploration, and development of gold properties in West Africa. It holds five option agreements for a 100% interest in six contiguous gold prospective permits encompassing 254 square kilometers in Mali. The company's focus includes the Dormaa Property in Ghana, which is part of a joint venture with Pelangio Exploration Inc. RosCan Gold has established a significant land position in regions known for existing gold mines and deposits, particularly around its Kandiole Project in West Mali. The company, formerly known as Roscan Minerals Corporation, rebranded in September 2018 and is headquartered in Bedford, Canada.

PharmaCielo

Post in 2020
PharmaCielo Ltd. is a Canadian-based company that specializes in the cultivation, processing, production, and supply of medicinal-grade cannabis oil extracts, including tetrahydrocannabinol (THC) and cannabidiol (CBD). The company operates primarily through its wholly-owned subsidiary, PharmaCielo Colombia Holdings S.A.S., which is located in Rionegro, Colombia. PharmaCielo is committed to ethical and sustainable practices and is licensed to produce both CBD-dominant and THC-dominant cannabis extracts. Its products are distributed to pharmacies, medical clinics, and cosmetic companies across Canada, Colombia, Italy, and Mexico. Additionally, the company offers telemedicine software to enhance its service offerings. With a focus on high standards of financial accountability and regulatory compliance, PharmaCielo aims to be a leader in the global medical cannabis industry.

Orla Mining

Post in 2020
Orla Mining Ltd. is a mineral exploration and development company based in Vancouver, Canada, focused on acquiring, exploring, and developing mineral properties. The company primarily targets gold, silver, zinc, lead, and copper deposits. Orla owns 100% of the Camino Rojo project, which spans approximately 160,000 hectares in Zacatecas, Mexico, and the Cerro Quema gold project located in Panama. Additionally, Orla holds an option to acquire the Monitor Gold project in Nye County, Nevada. The Camino Rojo project is notable for its advanced open-pit and heap leach operations, with significant estimated mineral reserves. Since its incorporation in 2007, Orla has established itself as a key player in the mineral exploration sector, with operations across Mexico, Panama, and the United States.

Inovalis Real Estate Investment Trust

Post in 2019
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 founded in 1928, specializing in municipal bonds and taxable fixed-income securities. The firm offers a range of financial advisory services, including underwriting and structuring of municipal bonds, cash flow analysis, and advice on homeownership programs. It also provides training for Housing Finance Agency (HFA) staff on the use of the To-Be-Announced (TBA) market, assisting with risk management and implementation. The firm's clients encompass both individuals and institutions across various sectors, including aerospace, construction, education, and specialty retail, allowing them access to diverse investment opportunities and expertise.

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 Corp. is the oldest and largest independent, full-service investment firm based in Indiana, and among the oldest in the Midwest. Renowned for its expertise in municipal bonds, the firm has financed a significant number of projects for schools and communities across Indiana, making it a key player in the state's development. Its extensive experience and commitment to public finance have established City Securities as a trusted partner in supporting the growth and infrastructure of Indiana.

ISM Capital

Acquisition in 2016
ISM Capital is a provider of brokerage services focused on debt capital markets. The company specializes in assisting emerging markets and companies in accessing international capital markets. ISM Capital offers a range of services, including structured equity-linked financial solutions, trading systems, and equity-linked product pricing. Additionally, it provides technical evaluations, market research, as well as settlement and clearing services for both issuers and investors. Through these offerings, ISM Capital aims to facilitate effective capital market transactions and support the financial needs of its clients.

Eaton Partners

Acquisition in 2015
Eaton Partners, LLC is a fund advisory and placement firm that specializes in raising institutional capital for investment managers across various alternative strategies, including private equity, real assets, real estate, and hedge funds. Founded in 1983 by Charles Eaton and headquartered in Rowayton, Connecticut, the firm serves a diverse clientele that includes notable investment entities. Eaton Partners assists clients by analyzing their investment strategies, portfolio management, and risk capabilities, and then providing tailored solutions to meet their capital-raising needs. In January 2016, the firm became a wholly-owned subsidiary of Stifel Financial Corporation, enhancing its position in the financial services industry.

Ixia

Post in 2015
Ixia specializes in application performance and security resilience solutions aimed at enterprises, service providers, network equipment manufacturers, and government entities across the globe. The company offers a range of hardware platforms, including chassis and interface cards that handle various traffic types at multiple network layers. Their network visibility solutions enhance the performance of monitoring tools, providing insights into both physical and virtual networks. Ixia also delivers a suite of software applications designed for automated testing and performance evaluation of technologies such as storage, video, voice, and networking systems. Additionally, the company provides technical support, warranty services, software maintenance, and professional training. Ixia markets its products through a direct sales force and a network of distributors, resellers, and system integrators. Founded in 1997 and headquartered in Calabasas, California, Ixia operates as a subsidiary of Keysight Technologies since 2017.

Sterne Agee Group

Acquisition in 2015
Sterne Agee, LLC is a full-service investment banking and brokerage firm based in Birmingham, Alabama. Founded in 1901, the company specializes in various financial services, including securities brokerage, principal and agency transactions, and investment banking and advisory services. Its Investment Banking Division offers advisory and capital raising solutions across a diverse range of industries, with a notable focus on Financial Technology. In addition to investment banking, Sterne Agee provides wealth management services that encompass asset management and customized portfolios for individuals and families. In June 2015, Sterne Agee became a subsidiary of Stifel Financial Corp., reflecting its integration into a larger financial services network while maintaining its commitment to serving clients nationwide.

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 is a financial services firm that specializes in corporate finance and institutional stock brokerage. The company provides a range of services including mergers and acquisitions, equity offerings, corporate broking, and research. Additionally, Oriel Securities is involved in sales and trading, catering to the needs of institutional clients and facilitating investment opportunities. Through its comprehensive service offerings, Oriel Securities aims to support clients in navigating the complexities of financial markets and achieving their investment objectives.

E.J. De La Rosa

Acquisition in 2014
E.J. De La Rosa & Co is an investment banking firm that specializes in providing a range of financial services. The company offers brokerage services along with advisory support for pre-sales, post-sales, and capital raising initiatives. By focusing on these key areas, E.J. De La Rosa & Co aims to assist clients in navigating complex financial transactions and achieving their investment goals.

Acacia Federal Savings Bank

Acquisition in 2013
Acacia Federal Savings Bank is a thrift institution based in the Washington, D.C. metropolitan area, offering a range of banking services to its customers. The bank specializes in retail mortgage lending, construction lending, and commercial and commercial real estate lending. In addition to these lending services, Acacia Federal Savings Bank also focuses on deposit gathering and consumer lending, catering to the financial needs of individuals and businesses in the region.

Ziegler Lotsoff Capital Management

Acquisition in 2013
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, established in 1962, is a New York-based investment bank. It specializes in serving clients from the banking, insurance, and financial services sectors. The firm's core services include strategic advice for mergers and acquisitions, capital markets transactions, and capital solutions for banking institutions. It provides buy-side and sell-side advisory services for whole companies and divestitures, representing banking companies in strategic combinations, and offering advisory services to board special committees. Additionally, the firm facilitates 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, founded in 1998 and based in San Francisco, California, is a full-service investment bank that specializes in the growth sectors of the global economy. The firm focuses on various industries, including Technology, Internet, Media, Telecommunications, Healthcare, Consumer, Energy, Financial Services, and Minerals & Mining. Through its strategic advisory services and capital raising capabilities, Thomas Weisel Partners aims to support businesses in navigating complex financial landscapes and achieving their growth objectives.

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 Bank

Acquisition in 2007
Stifel Bank, established in 1890, is a full-service financial institution headquartered in Saint Louis, Missouri. It offers a comprehensive range of financial services, including banking and lending solutions for both individuals and businesses. The bank provides customized financial solutions, such as wealth, estate, retirement, and education planning, along with insurance services. Stifel Bank caters to various industries, including healthcare, education, and financial services, among others.

Ryan Beck

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, Inc. specializes in the design, manufacture, and marketing of robotic magnetic navigation systems aimed at enhancing the treatment of arrhythmias and coronary artery disease. Its core products include the Genesis and Niobe systems, which facilitate complex interventional procedures by enabling image-guided catheter and guidewire navigation within the heart. The company also offers the Vdrive system, which provides stability for diagnostic and therapeutic devices, and the Odyssey solution, a real-time information management system for interventional labs. Additionally, Stereotaxis produces various disposable components, such as automated catheter advancement devices, and collaborates with Osypka AG to develop next-generation magnetic ablation catheters. Founded in 1990 and headquartered in St. Louis, Missouri, Stereotaxis holds over 100 patents and markets its products through a combination of direct sales and partnerships with distributors and sales agents. The company's innovations aim to improve patient care through enhanced precision, safety, and efficiency in interventional procedures.

Hanifen, Imhoff

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

Bacon, Whipple

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

ClickHouse

ClickHouse is an open-source database management system specializing in online analytical processing (OLAP). It uniquely stores data column-wise, reducing storage needs and enhancing query performance through vectorized processing. This design enables real-time analytics by efficiently handling large datasets, offering enterprises a reliable, scalable solution for data processing.
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