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
Boston
   
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Christian Bullitt
Managing Director
New York
   
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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  |  October 12, 2020

Raymond James adds veteran banker; strengthens Transportation Investment Banking capabilities

Read more about Raymond James adds veteran banker; strengthens Transportation Investment Banking capabilities
Global Equities  |  September 30, 2020

Raymond James analysts receive nine awards in the 2020 StarMine Analyst Awards from Refinitiv

Read More about Raymond James analysts receive nine awards in the 2020 StarMine Analyst Awards from Refinitiv
Investment Banking  |  September 8, 2020

Raymond James further expands Energy Investment Banking practice, hires veteran Energy banker Sonu Johl as Co-Head of E&P banking with Will Hodge

Read More about Raymond James further expands Energy Investment Banking practice, hires veteran Energy banker Sonu Johl as Co-Head of E&P banking with Will Hodge