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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

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$ 202,000,000
Joint Bookrunning Manager

Initial Public Offering

Medtech

Mar 2025

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Lender

Senior Secured Credit Facilities

Engineering & Construction, and Infrastructure

Mar 2025

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Advisor to Seller

Mergers & Acquisitions

Engineering & Construction, and Infrastructure

Mar 2025

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C$ 131,000,000
Advisor to Seller

Mergers & Acquisitions

Industrial & Environmental Services

Feb 2025

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Advisor to Buyer

Mergers & Acquisitions

Healthcare

Feb 2025

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$ 1,075,000,000
Joint Lead Arranger

Senior Secured Credit Facilities

Packaging, Diversified Industries

Dec 2024

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$ 350,000,000
Joint Bookrunner

Senior Secured Notes

Paper & Forest Products, Diversified Industries

Dec 2024

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Advisor to Buyer

Mergers & Acquisitions

Food & Beverage

Dec 2024

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Advisor to Buyer

Mergers & Acquisitions

Business Services

Dec 2024

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Advisor to Buyer

Mergers & Acquisitions

Tech-Enabled Services

Nov 2024

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$ 196,956,533
Joint Bookrunner

Follow-on Offering

Energy & Natural Resources

Nov 2024

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$ 152,500,000
Joint Bookrunner

Follow-on Offering

Aerospace, Defense & Government Services

Nov 2024

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$ 900,000,000
Joint Bookrunner

Senior Secured Notes

Food & Beverage

Nov 2024

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$ 610,000,000
Joint Lead Arranger

Senior Secured Credit Facilities

Food & Beverage

Nov 2024

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Advisor to Buyers

Mergers & Acquisitions

Food & Beverage

Nov 2024

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$ 2,435,000,000
Joint Lead Arranger

Senior Secured Credit Facilities

Tech-Enabled Services

Oct 2024

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$ 2,200,000,000
Advisor to Buyer

Mergers & Acquisitions

Tech-Enabled Services

Oct 2024

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Advisor to Seller

Mergers & Acquisitions

Transportation & Logistics

Sep 2024

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Lead Arranger & Administrative Agent

Senior Secured Credit Facilities

Industrial & Environmental Services, Leveraged Finance

Sep 2024

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Advisor to Seller

Mergers & Acquisitions

Industrial & Environmental Services

Sep 2024

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$ 96,000,000
Joint Bookrunner

Follow-on Offering

Aerospace, Defense & Government Services

Sep 2024

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Sole Placement Agent

Senior Secured Credit Facilities

Consumer Products

Aug 2024

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$ 395,000,000
Advisor to Seller

Mergers & Acquisitions

Industrial Technology

Jul 2024

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Advisor to Buyer

Mergers & Acquisitions

HealthTech

Jul 2024

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Advisor to Buyer

Mergers & Acquisitions

Industrial & Environmental Services

Jul 2024

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Advisor to Buyer

Mergers & Acquisitions

Business Services

Jul 2024

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Advisor to Seller

Mergers & Acquisitions

Consumer Products

Jun 2024

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Advisor to Seller

Mergers & Acquisitions

Tech-Enabled Services

May 2024

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Advisor to Seller

Mergers & Acquisitions

Engineering & Construction, and Infrastructure

May 2024

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$ 1,640,000,000
Joint Lead Arranger / Joint Bookrunning Manager

Senior Secured Credit Facilities

Capital Goods

May 2024

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Advisor to Seller

Mergers & Acquisitions

Industrial & Environmental Services

May 2024

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$ 9,844,961
Sole Placement Agent

Registered Direct

Aerospace, Defense & Government Services

Apr 2024

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Advisor to Seller

Mergers & Acquisitions

Specialty Distribution, Packaging

Apr 2024

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Advisor to Seller

Mergers & Acquisitions

Engineering & Construction, and Infrastructure

Mar 2024

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$ 620,000,000
Joint Lead Arranger

Senior Secured Credit Facilities

Packaging

Mar 2024

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$ 1,000,000,000
Joint Lead Arranger

Term Loan

Software

Mar 2024

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Advisor to Seller

Mergers & Acquisitions

Internet & Digital Media

Mar 2024

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Advisor to Buyer

Mergers & Acquisitions

Tech-Enabled Services

Mar 2024

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$ 205,000,000
Joint Lead Arranger

Senior Secured Credit Facilities

Industrial & Environmental Services

Mar 2024

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Advisor to Seller

Mergers & Acquisitions

Specialty Distribution, Building Products

Mar 2024

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$ 400,000,000
Joint Lead Arranger

Term Loan B

Specialty Distribution, Building Products

Feb 2024

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Advisor to Seller

Mergers & Acquisitions

Engineering & Construction, and Infrastructure

Feb 2024

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$ 170,000,000
Advisor to Buyer

Mergers & Acquisitions

Tech-Enabled Services

Dec 2023

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Debt Placement Agent

Senior Secured Credit Facilities

Industrial Technology

Dec 2023

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Advisor to Buyer

Mergers & Acquisitions

Automotive Aftermarket

Dec 2023

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Joint Lead Arranger

Senior Secured Credit Faciltity

Automotive Aftermarket

Dec 2023

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Advisor to Seller

Mergers & Acquisitions

Consumer & Retail

Dec 2023

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$ 700,000,000
Joint Bookrunner

Senior Secured Notes

Packaging

Nov 2023

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$ 1,425,000,000
Joint Lead Arranger

Senior Secured Credit Facilities

Packaging

Nov 2023

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Advisor to Seller

Mergers & Acquisitions

Business Services

Nov 2023

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.

Team

Team

Zeeshan Memon

Head of Financial Sponsors

New York

Team

Andrew Collina

Managing Director and Head of Mid-Market Sponsors

Boston

Team

Thomas Flanagan

Managing Director and Vice Chairman of Financial Sponsors

New York

Team

Ted Tutun

Managing Director and Head of Large Cap Sponsors

New York

Team

David Collins

Managing Director

Baltimore

Team

Alain Dobkin

Managing Director

Tel Aviv

Team

Brett Donelan

Managing Director

New York

Team

Waldo Glasman

Managing Director, Latin America Investment Banking

New York

Team

Amy Hertenstein

Managing Director

New York

Team

David Lazar

Managing Director

Philadelphia

Team

Michael Wolff

Managing Director

Frankfurt

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