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RAYMOND JAMES FINANCIAL INC

HQ - St Petersburg

Summary

Raymond James Financial, Inc. provides financial services to individuals, corporations, and municipalities through its subsidiary investment firms. The Company operates throughout the United States, Canada and overseas.

Deals Overview

Total Deals8

Valued Deals2

Total Value£ 1.08 B

Avg. Deal Size£ 539 M

Market Context

Senior Management

Paul Reilly
CEO
Paul Allison
Chairman & CEO
Paul Shoukry
CFO

Sort

23 Jan 2019|United States|Investment Banking

Target: SILVER LANE ADVISORS

Bidder: RAYMOND JAMES FINANCIAL INC

2 Service Providers

1 Target | 1 Bidder

3 Dealmakers

1 Target | 2 Bidder

n/a

Value

18 Feb 2020|United Kingdom|Asset Managers and Custodians

Target: PROSPECT WEALTH MANAGEMENT

Bidder: IPS CAPITAL

5 Service Providers

1 Target | 3 Bidder | 1 Vendor

6 Dealmakers

1 Target | 4 Bidder | 1 Vendor

n/a

Value

18 Dec 2020|France|Investment Banking

Target: FINANCO

Bidder: RAYMOND JAMES FINANCIAL INC

3 Service Providers

2 Target | 1 Bidder

7 Dealmakers

5 Target | 2 Bidder

n/a

Value

10 Dec 2020|United States|Business Process Outsourcing

Target: NORTHWEST PLAN SERVICES INC

Bidder: RAYMOND JAMES FINANCIAL INC

3 Service Providers

2 Target | 1 Bidder

4 Dealmakers

3 Target | 1 Bidder

n/a

Value

29 Jul 2021|United Kingdom|Asset Managers and Custodians

Target: CHARLES STANLEY

Bidder: RAYMOND JAMES FINANCIAL INC

8 Service Providers

4 Target | 4 Bidder

31 Dealmakers

20 Target | 11 Bidder

£ 279 M

Value

20 Oct 2021|United States|Banks

Target: TRISTATE CAPITAL HOLDINGS

Bidder: RAYMOND JAMES FINANCIAL INC

7 Service Providers

3 Target | 3 Bidder | 1 Vendor

39 Dealmakers

19 Target | 15 Bidder | 5 Vendor

£ 799 M

Value

28 Mar 2022|United States|Diversified Financials

Target: SUMRIDGE PARTNERS

Bidder: RAYMOND JAMES FINANCIAL INC

5 Service Providers

3 Target | 2 Bidder

17 Dealmakers

3 Target | 14 Bidder

n/a

Value

28 Apr 2020|Canada|Diversified Financials

Target: OAK TRUST GROUP

Bidder: RAYMOND JAMES FINANCIAL INC

3 Service Providers

1 Target | 2 Bidder

12 Dealmakers

1 Target | 11 Bidder

n/a

Value

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