Financial Sponsor Coverage

High-quality deal flow. Unwavering focus.

Private equity and venture capital firms, family offices and pension funds turn to the Raymond James Financial Sponsors group to deliver the full benefits of the Raymond James platform, such as introductions to experienced industry bankers, located in the U.S. and Europe, and advisory and capital markets services, as well as award-winning equity research. Our industry insight, execution expertise and dedication to the middle market allow us to consistently provide our clients with compelling ideas, investment opportunities and creative solutions along with high-level attention on every transaction. The dedicated professionals in our group actively cover over 350 private equity and venture capital firms, family offices and pension funds, and use their knowledge and relationships in the financial sponsor community to connect entrepreneurs and growing companies with potential buyers and investors.

Financial Sponsor Coverage Universe

  • Private Equity (buyout, growth equity, minority and structured equity)
  • Venture Capital
  • Family Offices
  • Pension Funds

Senior Banking Team

David Clark
David Clark
Managing Director, Head of Financial Sponsors
St. Petersburg
   
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Allan Bertie
Allan Bertie
Managing Director, Head of European Investment Banking
London
   
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Brian Murchie
Managing Director
Nashville
   
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Blake Otte
Blake Otté
Managing Director
New York
   
Ben Rodman
Ben Rodman
Managing Director
Chicago
   
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Rob Martino
Vice President
New York
   
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Recent Transactions

Transaction history may include a transaction completed by a Raymond James banker while at a former firm.

Recent News

Investment Banking  |  March 15, 2023

Raymond James continues rapid growth of its Healthcare Investment Banking practice, hiring three additional senior bankers

Read more about Raymond James continues rapid growth of its Healthcare Investment Banking practice, hiring three additional senior bankers
Investment Banking  |  February 28, 2023

Financo | Raymond James and the Design Leadership Network form strategic partnership

Read more about Financo | Raymond James and the Design Leadership Network form strategic partnership
Equity Research  |  February 9, 2023

Market remains resilient through volatile macroeconomic backdrop

Read more about Market remains resilient through volatile macroeconomic backdrop