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Financial Sponsors Coverage

Merger & acquisition, advisory, and capital-raising solutions for organizations at every stage of growth

Overview

A substantial and growing advisor to the private equity community.

Private equity firms occupy a significant position in the mergers & acquisitions landscape, representing both buyers and sellers of businesses as well as serving as sponsors of leading companies accessing the capital markets for debt or equity financings. Stifel takes pride in the depth and quality of its relationships with Financial Sponsors. We maintain regular dialogue and deal flow with over 600 private equity firms.

Capital-raising solutions from a leading investment bank.

Get in touch with us

Notable Transactions

Kestra IPO

$ 202,000,000

Initial Public Offering

Joint Bookrunning Manager

Medtech Mar 2025
IGS_American M&A

Mergers & Acquisitions

Advisor to Seller

Engineering & Construction, and Infrastructure Mar 2025
IBS SSCF

Senior Secured Credit Facilities

Lender

Engineering & Construction, and Infrastructure Mar 2025
Redishred_VRC MA

C$ 131,000,000

Mergers & Acquisitions

Advisor to Seller

Industrial & Environmental Services Feb 2025
Radar_EIDO MA

Mergers & Acquisitions

Advisor to Buyer

Healthcare Feb 2025
Veritive SSN

$ 350,000,000

Senior Secured Notes

Joint Bookrunner

Paper & Forest Products, Diversified Industries Dec 2024
Veritiv SSCF

$ 1,075,000,000

Senior Secured Credit Facilities

Joint Lead Arranger

Packaging, Diversified Industries Dec 2024
Lindsay_Golden MA

Mergers & Acquisitions

Advisor to Buyer

Food & Beverage Dec 2024
CCMP_Combined

Mergers & Acquisitions

Advisor to Buyer

Business Services Dec 2024
Flipp_Media Central MA

Mergers & Acquisitions

Advisor to Buyer

Tech-Enabled Services Nov 2024
Kodiak Follow-on

$ 196,956,533

Follow-on Offering

Joint Bookrunner

Energy & Natural Resources Nov 2024
V2X Follow-on

$ 152,500,000

Follow-on Offering

Joint Bookrunner

Aerospace, Defense & Government Services Nov 2024
PlatinumButterfly_RiseBanking MA

Mergers & Acquisitions

Advisor to Buyers

Food & Beverage Nov 2024
Rise Baking SSCF

$ 610,000,000

Senior Secured Credit Facilities

Joint Lead Arranger

Food & Beverage Nov 2024
Rise Banking SSN

$ 900,000,000

Senior Secured Notes

Joint Bookrunner

Food & Beverage Nov 2024
First Advantage_Sterling MA

$ 2,200,000,000

Mergers & Acquisitions

Advisor to Buyer

Tech-Enabled Services Oct 2024
First Advantage SSCF

$ 2,435,000,000

Senior Secured Credit Facilities

Joint Lead Arranger

Tech-Enabled Services Oct 2024
Linden_GT_MA

Mergers & Acquisitions

Advisor to Seller

Transportation & Logistics Sep 2024
Miller_Coalesce MA

Mergers & Acquisitions

Advisor to Seller

Industrial & Environmental Services Sep 2024
Miller SSCF

Senior Secured Credit Facilities

Lead Arranger & Administrative Agent

Industrial & Environmental Services, Leveraged Finance Sep 2024
V2X Follow-on

$ 96,000,000

Follow-on Offering

Joint Bookrunner

Aerospace, Defense & Government Services Sep 2024
Nearly Natural

Senior Secured Credit Facilities

Sole Placement Agent

Consumer Products Aug 2024
Marshall Excelsior_Dover MA

$ 395,000,000

Mergers & Acquisitions

Advisor to Seller

Industrial Technology Jul 2024
HIG_Best Trash M&A

Mergers & Acquisitions

Advisor to Buyer

Industrial & Environmental Services Jul 2024
Valenz_HealthcareBook MA

Mergers & Acquisitions

Advisor to Buyer

HealthTech Jul 2024
Kidde Fenwal SSCF

Senior Secured Credit Facilities

Sole Placement Agent

Business Services Jul 2024
Pacific Avenue_Kidde Fenwal M&A

Mergers & Acquisitions

Advisor to Buyer

Business Services Jul 2024
MRGB_Marubeni MA

Mergers & Acquisitions

Advisor to Seller

Consumer Products Jun 2024
OrangeTree_Accurate MA

Mergers & Acquisitions

Advisor to Seller

Tech-Enabled Services May 2024
Voltyx_Asplundh MA

Mergers & Acquisitions

Advisor to Seller

Engineering & Construction, and Infrastructure May 2024
Pioneer_Waste M&A

Mergers & Acquisitions

Advisor to Seller

Industrial & Environmental Services May 2024
Kohler SSCF

$ 1,640,000,000

Senior Secured Credit Facilities

Joint Lead Arranger / Joint Bookrunning Manager

Capital Goods May 2024
Bridger Aerospace Group Registered Direct

$ 9,844,961

Registered Direct

Sole Placement Agent

Aerospace, Defense & Government Services Apr 2024
EcoIndustrial_BradyPlus

Mergers & Acquisitions

Advisor to Seller

Specialty Distribution, Packaging Apr 2024
CLS_Sentinel_MA_March

Mergers & Acquisitions

Advisor to Seller

Engineering & Construction, and Infrastructure Mar 2024
Closure Systems SSCF March

$ 620,000,000

Senior Secured Credit Facilities

Joint Lead Arranger

Packaging Mar 2024
Cloud Term Loan

$ 1,000,000,000

Term Loan

Joint Lead Arranger

Software Mar 2024
data.ai_SenorTower MA

Mergers & Acquisitions

Advisor to Seller

Internet & Digital Media Mar 2024
American Insulated Glass

Mergers & Acquisitions

Advisor to Seller

Specialty Distribution, Building Products Mar 2024
Interstate Waste Services SSCF

$ 205,000,000

Senior Secured Credit Facilities

Joint Lead Arranger

Industrial & Environmental Services Mar 2024
DISA_CastleBranch MA

Mergers & Acquisitions

Advisor to Buyer

Tech-Enabled Services Mar 2024
Trulite Term Loan B

$ 400,000,000

Term Loan B

Joint Lead Arranger

Specialty Distribution, Building Products Feb 2024
Loenbro_Braemont MA

Mergers & Acquisitions

Advisor to Seller

Engineering & Construction, and Infrastructure Feb 2024
Cegeka_CTG

$ 170,000,000

Mergers & Acquisitions

Advisor to Buyer

Tech-Enabled Services Dec 2023
Innovative Refrigeration

Senior Secured Credit Facilities

Debt Placement Agent

Industrial Technology Dec 2023
Audax_Dobbs MA

Mergers & Acquisitions

Advisor to Buyer

Automotive Aftermarket Dec 2023
Dobbs Tire Auto Centers SSCF

Senior Secured Credit Faciltity

Joint Lead Arranger

Automotive Aftermarket Dec 2023
Eurofase_BeachPoint MA

Mergers & Acquisitions

Advisor to Seller

Consumer & Retail Dec 2023
Veritiv Senior Secured Notes

$ 700,000,000

Senior Secured Notes

Joint Bookrunner

Packaging Nov 2023
Veritiv SSCF

$ 1,425,000,000

Senior Secured Credit Facilities

Joint Lead Arranger

Packaging Nov 2023
Agility_AFIMAC MA

Mergers & Acquisitions

Advisor to Seller

Business Services Nov 2023
ic Berlin_Marcolin MA

Mergers & Acquisitions

Financial Advisor

Consumer, Technology Nov 2023
GTCR_ADT MA

$ 1,600,000,000

Mergers & Acquisitions

Advisor to Buyer

Industrial Technology Oct 2023
Dutch Bros Follow-on

$ 300,000,000

Follow-on Offering

Joint Bookrunner

Restaurants Sep 2023
Flipp_Truelink

Mergers & Acquisitions

Advisor to Seller

Tech-Enabled Services Aug 2023
Cadent_Novacap M&A

Mergers & Acquisitions

Co-Advisor to Seller

Internet & Digital Media Aug 2023
Rockport_Authentic_MarcFisher MA

Mergers & Acquisitions

Advisor to Seller

Consumer Products Aug 2023
AWP_RHV Capital MA

Mergers & Acquisitions

Advisor to Buyer

Engineering & Construction, and Infrastructure Aug 2023
Kodiak Gas Services

$ 256,000,000

Initial Public Offering

Joint Bookrunning Manager

Energy & Natural Resources Jun 2023
GAI_Eland MA

Mergers & Acquisitions

Advisor to Buyer

Engineering & Construction, and Infrastructure Jun 2023
OneSpaWorld Follow-on

$ 90,000,000

Follow-on Offering

Joint Bookrunner

Consumer Products May 2023
Custom Wheel House_Fox Factory MA

Mergers & Acquisitions

Advisor to Seller

Automotive Aftermarket Mar 2023
Hillman Follow-on

$ 230,000,000

Follow-on Offering

Joint Bookrunner

Specialty Distribution, Building Products Feb 2023
Amware_Staci MA

Mergers & Acquisitions

Advisor to Seller

Transportation & Logistics Feb 2023
GI Partners_Rise Broadband MA

Mergers & Acquisitions

Advisor to Buyer

Media & Telecom Feb 2023
Megatech_Middleground MA

Mergers & Acquisitions

Advisor to Seller

Electronics & Industrial Technology Jan 2023
Keensight_Onventis MA

Mergers & Acquisitions

Advisor to Buyer

Technology Jan 2023
Things Remembered_1800Flowers MA

Sale of E-commerce Assets to

Advisor to Seller

Consumer Products Jan 2023
APA_PNC Riverarch MA

Mergers & Acquistions

Advisor to Seller

Automotive Aftermarket Jan 2023
Enesco_NECA MA

Mergers & Acquisitions

Advisor to Seller

Consumer Products Dec 2022
Roadone_Ridgemont

Mergers & Acquisitions

Advisor to Seller

Transportation & Logistics Dec 2022
CMI_Charger MA

Mergers & Acquisitions

Advisor to Seller

Building Products Dec 2022
CMI SSCF

Senior Secured Credit Facilities

Sole Placement Agent

Building Products Dec 2022
Unimed_ZCG

Mergers & Acquisitions

Advisor to Seller

Maritime Services, Healthcare Services Dec 2022
AerSale

$ 62,000,000

Follow-on Offering

Joint Bookrunner

Aerospace, Defense & Government Services Nov 2022
Envera_Windpoint MA

Mergers & Acquisitions

Advisor to Seller

Industrial Technology Nov 2022
Global Research_DISA

Mergers & Acquisitions

Advisor to Seller

Tech-Enabled Services Nov 2022
Salary_AKKR MA

Mergers & Acquisitions

Advisor to Seller

Software Sep 2022
Citrix SSCF $5B

$ 5,050,000,000

Senior Secured Credit Facilities

Joint Lead Arranger

Software Sep 2022
Citrix 500 Million Euros

€ 500,000,000

Senior Secured Credit Facilities

Joint Lead Arranger

Software Sep 2022
Citrix 4B

$ 4,000,000,000

Senior Secured Notes

Joint Bookrunner

Software Sep 2022
Manitowoc_Summit_MA September

Mergers & Acquisitions

Advisor to Seller

Industrial Technology, Aerospace, Defense & Government Services Sep 2022
Exact_Weclapp MA September

Mergers & Acquisitions

Advisor to Buyer

Software Sep 2022
Riskmethods_Sphera MA

Mergers & Acquisitions

Advisor to Seller

Software Sep 2022
Xcentric_Quickparts M&A

Mergers & Acquisitions

Advisor to Seller

Electronics & Industrial Technology Sep 2022
First Watch Follow-on

$ 69,750,000

Follow-on Offering

Joint Bookrunner

Food & Beverage Sep 2022
LJP Waste Solutions

Mergers & Acquisitions

Advisor to Seller

Industrial & Environmental Services Sep 2022
DISA_Audax MA

Mergers & Acquisitions

Advisor to Seller

Tech-Enabled Services Sep 2022
Aurora Capital

Mergers & Acquisitions

Advisor to Buyer

Industrial & Environmental Services Aug 2022
Attenti_AlliedUniversal MA

Mergers & Acquisitions

Advisor to Seller

Business Services Aug 2022
Prisma CenterGate MA

Mergers & Accquisitions

Advisor to Seller

Internet & Digital Media Jul 2022
Foss_Mohawk MA

Mergers & Acquisitions

Advisor to Seller

Building Products Jul 2022
Flipp_reebee M&A

Mergers & Acquisitions

Advisor to Buyer

Tech-Enabled Services Jun 2022
Flipp SSCF

Senior Secured Credit Facility

Sole Placement Agent

Tech-Enabled Services Jun 2022
Oldcastle Senior Notes

$ 585,000,000

Senior Notes

Joint Bookrunner

Building Products Apr 2022
Old Castle SSCF

$ 2,025,000,000

Senior Secured Credit Facilities

Joint Lead Arranger

Building Products Apr 2022
Hillman Follow-on 04/22

$ 149,500,000

Follow-on Offering

Joint Bookrunner

Specialty Distribution, Building Products Apr 2022
SoundUnited_Masimo M&A

$ 1,025,000,000

Mergers & Acquisitions

Advisor to Seller

Consumer Products Apr 2022
TriMech_Sentinel M&A

Mergers & Acquisitions

Advisor to Seller

Electronics & Industrial Technology Mar 2022
Cloyes_MidOcean M&A

Mergers & Acquisitions

Advisor to Seller

Automotive Aftermarket Feb 2022
McAfee Senior Notes

$ 2,000,000,000

Senior Notes

Joint Bookrunner

Software Feb 2022
Fathom_Altimar M&A

$ 1,500,000,000

Mergers & Acquisitions

Joint Financial Advisor

Electronics & Industrial Technology Dec 2021
Altimar II PIPE

$ 70,000,000

PIPE

Joint Placement Agent

Electronics & Industrial Technology Dec 2021
Specialty Products_Incline M&A

Mergers & Acquisitions

Advisor to Seller

Specialty Distribution Dec 2021
AIT_Select M&A

Mergers & Acquisitions

Advisor to Buyer

Transportation & Logistics Dec 2021
Acme Cryogenics_Dover M&A

$ 295,000,000

Mergers & Acquisitions

Advisor to Seller

Industrial Technology Dec 2021
Solid Power_DCRC M&A

$ 1,239,000,000

Mergers & Acquisitions

Advisor to Seller

Electronics & Industrial Technology Dec 2021
PerTronix_Charger MA

Mergers & Acquisitions

Advisor to Seller

Automotive Aftermarket Dec 2021
EC Waste_3i

Mergers & Acquisitions

Advisor to Seller

Industrial & Environmental Services Nov 2021
Custom Truck Follow-on

$ 105,000,000

Follow-on Offering

Joint Bookrunner

Engineering & Construction, and Infrastructure Nov 2021
First Advantage Follow-on

$ 300,000,000

Follow-on Offering

Joint Bookrunner

Tech-Enabled Services Nov 2021
BioCare_Vistria M&A

Mergers & Acquisitions

Advisor to Seller

Healthcare Services Nov 2021
Revalize_Tenado M&A

Mergers & Acquisitions

Advisor to Buyer

Technology Nov 2021
Sonendo IPO

$ 93,600,000

Initial Public Offering

Joint Bookrunner

Medtech Oct 2021
Hire Right IPO

$ 422,000,000

Initial Public Offering

Joint Bookrunner

Tech-Enabled Services Oct 2021
esight_MRI M&A

Mergers & Acquisitions

Advisor to Seller

Technology Oct 2021
Schultze SPAC IPO

$ 165,000,000

SPAC Initial Public Offering

Left Bookrunner

Consumer Products Oct 2021
ACON S2

$ 250,000,000

Initial Public Offering

Joint Bookrunner

Consumer Products Oct 2021
Zomedica_PulseVet M&A

$ 70,900,000

Mergers & Acquisitions

Advisor to Buyer

Medtech Oct 2021
First Watch IPO

$ 195,801,300

Initial Public Offering

Joint Bookrunner

Consumer Products Oct 2021
SAM_Peak Rock M&A

Mergers & Acquisitions

Advisor to Seller

Engineering & Construction, and Infrastructure Sep 2021
Sterling Check IPO

$ 328,600,000

Initial Public Offering

Joint Bookrunner

Tech-Enabled Services Sep 2021
Green for Life (GFL) Senior Notes

$ 250,000,000

Senior Notes

Joint Bookrunner

Industrial & Environmental Services Sep 2021
Audax M&A

Mergers & Acquisitions

Advisor to Buyer

Medtech Sep 2021
Vector Acquisition_Rocket Lab SPAC Merger

$ 4,100,000,000

Has Merged with

Capital Markets Advisor

Aerospace, Defense & Government Services Aug 2021
Covercraft_Audax

Mergers & Acquisitions

Advisor to Seller

Automotive Aftermarket Aug 2021
Statewide – AWP M&A

Mergers & Acquisitions

Advisor to Seller

Engineering & Construction, and Infrastructure Aug 2021
Centerfield Senior Secured Notes

$ 785,000,000

Senior Secured Notes

Joint Bookrunner

Tech-Enabled Services Jul 2021
Traeger IPO

$ 424,000,000

Initial Public Offering

Joint Bookrunner

Consumer Products Jul 2021
First Student Senior Secured Notes

$ 800,000,000

Senior Secured Notes

Joint Bookrunner

Transportation & Logistics Jul 2021
Markforged_One M&A

$ 1,664,000,000

Mergers & Acquisitions

Financial Advisor and Capital Markets Advisor

Electronics & Industrial Technology Jul 2021
Hillman_Landcadia Holdings M&A

$ 2,642,000,000

Mergers & Acquisitions

Capital Markets Advisor

Specialty Distribution Jul 2021
EverCommerce IPO

$ 325,000,000

Initial Public Offering

Joint Bookrunner

Software Jul 2021
Vetio Animal – Swedencare M&A

$ 181,500,000

Mergers & Acquisitions

Advisor to Seller

Biopharma Jul 2021
OneSpaWorld Follow-on

$ 80,000,000

Follow-on Offering

Left Bookrunner

Entertainment Jun 2021
Livevox/Crescent M&A

$ 864,000,000

Mergers & Acquisitions

Advisor to Seller

Software Jun 2021
Cohu/Mycronic M&A

$ 125,000,000

Mergers & Acquisition

Advisor to Seller

Electronics & Industrial Technology Jun 2021
Performance Designed Products 04-2021

Mergers & Acquisitions

Advisor to Seller

Retail Apr 2021
NASS 04-2021

Mergers & Acquisitions

Advisor to Seller

Engineering & Construction, and Infrastructure Apr 2021
EPS 04-2021

Mergers & Acquisitions

Advisor to Seller

Engineering & Construction, and Infrastructure Apr 2021
Empirix 04-2021

Mergers & Acquisitions

Advisor to Seller

Software Apr 2021
The Hillman Companies 04-2021

Mergers & Acquisitions

Advisor to Seller

Building Products Apr 2021
Peak-Ryzex/Sole Source Capital 04-2021

Mergers & Acquisitions

Advisor to Seller

Tech-Enabled Services Apr 2021
Nebula Caravel Acquisition 12-2020

$ 275,000,000

Initial Public Offering

Joint Bookrunner

Software Dec 2020
ACON S2 09-2020

$ 250,000,000

Initial Public Offering

Joint Bookrunner

Consumer Products Sep 2020
Palladium Equity Partners 09-2020

Mergers & Acquisitions

Advisor to Buyer

Engineering & Construction, and Infrastructure Sep 2020
Vroom Inc. 06-2020

$ 537,625,000

Initial Public Offering

Senior Co-Manager

Internet & Digital Media Jun 2020
Checkmarx/Hellman 04-2020

$ 1,150,000,000

Mergers & Acquisitions

Advisor to Seller

Software Apr 2020
Bailey 44 LLC/Denim 02-2020

Mergers & Acquisitions

Advisor to Seller

Apparel, Footwear & Accessories Feb 2020
First Advantage Corp 01-2020

$ 890,000,000

Senior Secured Credit Facility

Joint Lead Arranger

Tech-Enabled Services Jan 2020
Interstate Waste Services 01-2020

$ 325,000,000

Preferred Stock

Sole Placement Agent

Industrial & Environmental Services Jan 2020
Currency volume represents full credit to each underwriter. All transaction announcements appear as a matter of record only. Stifel collectively refers to Stifel, Nicolaus & Company, Incorporated and other affiliated broker-dealer subsidiaries of Stifel Financial Corp.