Capabilities & Sector Focus

Raymond James Overview

Raymond James is one of North America’s leading full-service investment banks, with an extensive presence across the United States, Western Europe and Canada. The firm was established in 1962 on the principle of always putting the needs of clients first. Today, this principle remains the foundation on which we continue to build our company.

Raymond James Capital Markets

  • Over 500 Equity Capital Markets and over 300 Debt Capital Markets professionals
  • Over 120 institutional equity sales professionals and traders in the United States and Europe including:
    • 100 institutional fixed income sales professionals covering more than 2,400 accounts
    • Approximately 5,400 retail financial advisors with offices in all 50 states

Financial Institutions Investment Banking Group

The Financial Institutions Group at Raymond James combines extensive experience across all sectors of the financial services industry. The proprietary knowledge and experience of personnel in the Financial Institutions Group offers clients an unmatched level of investment banking service, including capital formation, merger and acquisition advisory services, formation and distribution of structured products, and negotiating and structuring private investments.

Over 275 completed transactions since January 2000 including:

  • Approximately 75 advisory services transactions with aggregate transaction value of nearly $7.5 billion
  • More than 100 public equity and debt offerings raising over $53 billion in proceeds
  • Over 120 closed-end fund offerings raising more than $70 billion in capital

Senior bankers are intimately involved in all transactions and average over 16 years’ experience in the financial services industry. Except for restructuring services, our bankers are not designated to certain product groups.

Sector Focus:

Capital Formation:

Equity Mezzanine Debt

Initial Public Offerings
Follow-On Offerings
Private Placements

Convertible Debt
Trust Preferred Securities
Preferred Stock

Investment Grade
High Yield
Private Placement

Advisory Services

  • Sell-side and Buy-side Advisory (entire company, subsidiaries or assets)
  • Fairness Opinions
  • Demutualizations
  • Valuations

Restructuring Services

  • Bankruptcy Advisory
  • Balance Sheet Restructuring