Stifel Financial Corp.

Stifel Financial Corp.

Stifel Financial Corp.

Overview
Date Founded

1890

Type of Company

Public

Employees (Worldwide)

8,300

Industries

Investment Banking & Brokerage
Investment Services & Portfolio Management
Consumer Finance
Accounting & Financial Services

Company Description

Stifel Financial Corp. is a full-service regional brokerage and investment banking firm, established in 1890 and based in St. Louis, Missouri. The Company provides securities brokerage, investment banking, trading, investment advisory, and related financial services through its wholly owned subsidiaries, primarily Stifel, Nicolaus & Company, Incorporated, to individual investors, professional money managers, businesses, and municipalities.

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Executives & Employees

Chief Executive Officer

Co-President

Co-President

Senior Vice President, Chief Financial Officer & Chief Accounting Officer

Senior Vice President & Chief Operating Officer

Senior Vice President, General Counsel & Corporate Secretary

President & Chief Executive Officer Keefe, Bruyette & Woods

Senior Vice President

Senior Vice President

Senior Vice President

Board of Directors

Chief Executive Officer at Stifel Financial Corp.

Founder at Thomas Weisel Capital Management LLC

President & Chief Operating Officer at Schnuck Markets, Inc.

Vice Chairman at St. John's Hospital Foundation

Partner at Manatt, Phelps & Phillips LLP

Member-Northern California at International Women's Forum, Inc.

Former Chief Financial Officer & Executive Vice President at Continental Grain Company Corp.

Account Executive at Dell Marketing LP

John Hancock Preferred Income Fund II

President & Chief Executive Officer at Westmoreland Associates LLC

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Owners & Shareholders
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EARNEST Partners is an institutional investment firm with a global network that we believe enables us to see and to seize opportunities that other investors overlook or cannot access. The firm manages approximately $20 billion in assets for clients around the world, including corporate pension plans, state and municipal pension plans, jointly-trusteed plans, foundations, endowments and sovereign wealth funds. We also manage portfolios for high net worth individuals through the platforms of some of the largest broker dealers in the world. In addition to our separate account business, EARNEST Partners is the sole subadvisor for the Hancock Horizon Diversified International Fund, the Touchstone Total Return Bond Fund and the Harbor Small Cap Value Fund. The Firm manages Approximately $20 Billion in assets for clients around the world. Local Touch We are fundamental, bottom-up investors; our investment decisions focus on the merits of individual securities. We believe the best investment decisions are thoughtfully distilled from a pool of expertise, and we are pleased to offer our clients a team with the experience and the network to assess the relevant geopolitical issues, demographic trends and cultural considerations impacting our investments. As a component of our due diligence process, investment team members regularly perform company visits across the Americas, the Asia Pacific region, Western and Eastern Europe, the Middle East and the Sub-continent. Collectively, EARNEST Partners' stakeholders have lived and worked in dozens of countries, and are fluent in the language, commerce and culture of diverse economies that represent a significant portion of the world's economic value and future growth. We believe that identifying the most attractive investment opportunities takes the proper focus: a global focus.

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PCM offers three specialty investment styles: Large-Cap Growth, Small-Cap Growth, and Small-Cap Value. Large-Cap Growth style look for long-term investments in 25-35 of the highest quality, most dynamic growth companies that are leaders in their industry. Small-Cap Growth focus on undervalued companies in the early stages of their investment cycle (discovery phase) with evidence of high growth. Rediscovery companies must provide a minimum of 40% EPS growth over the next twelve months, or sell at a 40% discount to asset value. Small-Cap Value strategy conducts extensive fundamental research in search of one of the firm's five Value Buy Criteria: resolvable short-term problem, catalyst for change, unrecognized assets, fundamental undervaluation, and take-over potential. Portfolios are fully invested in 90 to 110 holdings with generally no position exceeding 3.5% in weight. The portfolio seeks to be diversified across all sectors at all times. PCM invest primarily in US equity securities or securities convertible into equities traded on a US exchange or over-the-counter. Investments may include ADRs for access to foreign investments and exchange-traded funds used for cash management purposes. All investment styles have a research intensive, company-specific approach to stock selection.

Details Hidden

Channing Capital Management employs a long-term value-oriented approach to investing in US mid-cap and small-cap stocks. The firm utilizes a fundamental, bottom-up value investment philosophy that focuses on undervalued and neglected stocks primarily with a market-cap of $2 billion to $15 billion. They look for companies that are trading at significant discounts to their intrinsic value. Portfolios are constructed on a stock-by-stock basis with a focus on the return potential of individual securities. Channing's relatively concentrated approach focuses on stock picking rather than market timing or sector allocation. The firm relies primarily on stock selection to generate above average returns as opposed to forecasts which emphasize sector weightings relative to a portfolio benchmark. However, Channing does employ sector and industry diversification as a risk management tool.

Recent Transactions
Details Hidden

Hellman & Friedman LLC purchases Checkmarx Ltd. from Insight Venture Partners

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Assertio Therapeutics, Inc. purchases Zyla Life Sciences

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Stifel Financial Corp. purchases GMP Capital, Inc. /Capital Markets Business from GMP Capital, Inc.

Transaction Clients
Investment Advisor

Advised on Union Planters Corp. purchases Leader Financial Corp. (Tennessee)

Investment Advisor

Advised on ACT Teleconferencing, Inc. purchases PictureTel /Video Conferencing Service Delivery Business from PictureTel LLC

Investment Advisor

Advised on BlueGem Capital Partners LLP purchases DMC SAS

Insider Transactions
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Transaction Advisors
Underwriter

Advised onStifel Financial Corp. issued USD Common Stock

Legal Advisor

Advised onStifel Financial Corp. purchases KBW LLC

Investment Advisor

Advised onStifel Financial Corp. purchases KBW LLC

Legal Advisor

Advised onStifel Financial Corp. purchases KBW LLC

Legal Advisor

Advised onStifel Financial Corp. purchases KBW LLC

Legal Advisor

Advised onStifel Financial Corp. purchases KBW LLC

Advisors & Consultants
Legal Advisor

Partner, San Diego at Cooley LLP

Real Estate Agent

Managing Principal-Manhattan at Cushman & Wakefield, Inc.

Legal Advisor

Partner, Silicon Valley & San Francisco at Pillsbury Winthrop Shaw Pittman LLP

Key Stats and Financials As of 2019
Market Capitalization
$2.45B
Total Enterprise Value
$6.28B
Earnings Per Share
$5.49
Revenue
$3.52B
Net Profit
$448M
Total Equity
$3.67B
Enterprise Value Sales
1.78x
TEVNet Income
14.01x
Debt TEV
0.39x
Total Debt
$2.43B
EBITDAMargin
23.09%
Enterprise Value EBITDAOperating
6.85x
EBITDA
$813M
Three Year Compounded Annual Growth Rate Of Revenue
10.14%
Five Year Compounded Annual Growth Rate Of Revenue
9.44%
Investments
Details Hidden

Enterprise 101 LLC provides paver guide system. The PaverGuide is a base for paving systems and it is manufactured from recycled plastic and exceeds H-20 loading. The company was founded by Sabina Minney and Charles Richard White and is headquartered in Worton, MD.

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FRS International LLC manufactures and markets beverages and nutritional supplements. It's products include healthy energy, protein, slim, and defense used by athletes and wellness experts. The company was founded by Bruce R. Shirey, Richard Lamb and Thomas Lines in 2004 and is headquartered in Boston, MA.

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North American Oil Sands Corp. provides oil sand leasing, extraction, and up-gradation services. The company was founded by Mark H. Brown and Michael A. Langley in 2001 and is headquartered in Calgary, Canada.

Suppliers
Jaggaer, Inc. Pension Funds & Sovereign Wealth | Morrisville, NC

JAGGAER, Inc. provides cloud-based business automation solutions for spend management. It offers spend analysis, savings management, sourcing, supplier management, accounts payable, eProcurement, contract lifecycle management, and inventory management solutions. The company was founded in 1995 and is headquartered in Morrisville, NC.

Altitude Group Plc Computer Software | Manchester, United Kingdom

Altitude Group Plc provides technology and enterprise information management solutions to the print, promotional products and clothing industries which operate brands that provide information, data and enterprise level technology through Software as a Service model. It operates through two segments: Technology & Information and AdProducts. The Technology & Information segment enable the buyers and sellers of products to interact and trade, through the provision of technology, promotional products, catalogues and exhibition services, predominantly in the promotional merchandising and printing sectors. The AdPrducts segment engages in sale of promotional products. The company was founded was founded by Martin Roy Varley on July 30, 2004 and is headquartered in Manchester, the United Kingdom.

Cass Information Systems, Inc. IT Consulting & Services | St. Louis, MO

Cass Information Systems, Inc. engages in provision of payment and information processing solutions. It operates through the following segments: Information Services; Banking Services; and Corporate, Elimination, and Other. The Information Services segment offers transportation, energy, telecommunication, and environmental invoice processing and payment services to large corporations. The Banking Services segment focuses on the provision of banking services primarily to privately held businesses and faith-based ministries. The company was founded in 1906 and is headquartered in St. Louis, MO.

Competitors
Bank of America Corp. Retail & Commercial Banking - Charlotte, NC

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, Global Markets, and All Other. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses. The Global Wealth and Investment Management provides client experience through a network of financial advisors focused on to meet their needs through a full set of investment management, brokerage, banking, and retirement products. The Global Banking segment deals with lending-related products and services, integrated working capital management and treasury solutions to clients, and underwriting and advisory services. The Global Markets segment includes sales and trading services, as well as research, to institutional clients across fixed-income, credit, currency, commodity, and equity businesses. The All Other segment consists of asset and liability management activities, equity investments, non-core mortgage loans and servicing activities, the net impact of periodic revisions to the mortgage servicing rights (MSR) valuation model for both core and non-core MSRs, other liquidating businesses, residual expense allocations and other. The company was founded by Amadeo Peter Giannini in 1904 is headquartered in Charlotte, NC.

JPMorgan Chase & Co. Retail & Commercial Banking

JPMorgan Chase & Co. is an American multinational banking and financial services holding company. It is the largest bank in the United States by assets, and as of 2012, it ranks as the second largest bank in the world by assets with total assets of $2.509 trillion. It is a major provider of financial services, and according to Forbes magazine is the world's second largest public company based on a composite ranking. The hedge fund unit of JPMorgan Chase is one of the largest hedge funds in the United States. It was formed in 2000, when Chase Manhattan Corporation merged with J.P. Morgan & Co

Wells Fargo & Co. Retail & Commercial Banking - Minneapolis, MN

Wells Fargo & Co. is a diversified, community-based financial services company. It is engaged in the provision of banking, insurance, investments, mortgage, and consumer and commercial finance. It firm operates through the following segments: Community Banking, Wholesale Banking, Wealth & Investment Management, and Other. The Community Banking segment offers complete line of diversified financial products and services for consumers and small businesses including checking and savings accounts, credit and debit cards, and automobile, student, and small business lending. The Wholesale Banking segment provides financial solutions to businesses across the United States and globally. The Wealth and Investment Management segment includes personalized wealth management, investment and retirement products and services to clients across U.S. based businesses. The Other segment refers to the products of WIM customers served through community banking distribution channels. The company was founded by Henry Wells and William G. Fargo on March 18, 1852 and is headquartered in San Francisco, CA.

Awards & Honors
Rank #872
2016
Fortune Magazine - Fortune 1000 Companies
Sponsored by Fortune Magazine
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