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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Christian Bullitt
Managing Director
New York
   
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Blake Otte
Blake Otté
Managing Director
New York
   
Ben Rodman
Ben Rodman
Managing Director
Chicago
   
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Philip Stein
Philip Stein
Managing Director
Munich
   
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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  |  July 13, 2021

Raymond James Expands Debt Capital Markets Group, Hires High-Yield-Focused Professional David Barcus

Read More about Raymond James Expands Debt Capital Markets Group, Hires High-Yield-Focused Professional David Barcus
Investment Banking  |  June 21, 2021

Raymond James continues to expand Recapitalization & Restructuring group, hires senior banker Richard Klein

Read More about Raymond James continues to expand Recapitalization & Restructuring group, hires senior banker Richard Klein
Investment Banking  |  June 7, 2021

Raymond James continues health care sector growth, hires medical device-focused banker

Read more about Raymond James continues health care sector growth, hires medical device-focused banker