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Cover Image Paul Reilly

Paul Reilly

CEO at RAYMOND JAMES FINANCIAL INC

Manager

Deal Bio

Total Deals7

Valued Deals2

Total Value£ 1.08 B

Avg. Deal Size£ 539 M

Market Context

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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

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