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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 | March 2025
IGS_American M&A
Mergers & Acquisitions

Advisor to Seller

Engineering & Construction, and Infrastructure | March 2025
IBS SSCF
Senior Secured Credit Facilities

Lender

Engineering & Construction, and Infrastructure | March 2025
Redishred_VRC MA

C$ 131,000,000

Mergers & Acquisitions

Advisor to Seller

Industrial & Environmental Services | February 2025
Radar_EIDO MA
Mergers & Acquisitions

Advisor to Buyer

Healthcare | February 2025
Veritive SSN

$ 350,000,000

Senior Secured Notes

Joint Bookrunner

Paper & Forest Products, Diversified Industries | December 2024
Veritiv SSCF

$ 1,075,000,000

Senior Secured Credit Facilities

Joint Lead Arranger

Packaging, Diversified Industries | December 2024
Lindsay_Golden MA
Mergers & Acquisitions

Advisor to Buyer

Food & Beverage | December 2024
CCMP_Combined
Mergers & Acquisitions

Advisor to Buyer

Business Services | December 2024
Flipp_Media Central MA
Mergers & Acquisitions

Advisor to Buyer

Tech-Enabled Services | November 2024
Kodiak Follow-on

$ 196,956,533

Follow-on Offering

Joint Bookrunner

Energy & Natural Resources | November 2024
V2X Follow-on

$ 152,500,000

Follow-on Offering

Joint Bookrunner

Aerospace, Defense & Government Services | November 2024
PlatinumButterfly_RiseBanking MA
Mergers & Acquisitions

Advisor to Buyers

Food & Beverage | November 2024
Rise Baking SSCF

$ 610,000,000

Senior Secured Credit Facilities

Joint Lead Arranger

Food & Beverage | November 2024
Rise Banking SSN

$ 900,000,000

Senior Secured Notes

Joint Bookrunner

Food & Beverage | November 2024
First Advantage_Sterling MA

$ 2,200,000,000

Mergers & Acquisitions

Advisor to Buyer

Tech-Enabled Services | October 2024
First Advantage SSCF

$ 2,435,000,000

Senior Secured Credit Facilities

Joint Lead Arranger

Tech-Enabled Services | October 2024
Linden_GT_MA
Mergers & Acquisitions

Advisor to Seller

Transportation & Logistics | September 2024
Miller_Coalesce MA
Mergers & Acquisitions

Advisor to Seller

Industrial & Environmental Services | September 2024
Miller SSCF
Senior Secured Credit Facilities

Lead Arranger & Administrative Agent

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

$ 96,000,000

Follow-on Offering

Joint Bookrunner

Aerospace, Defense & Government Services | September 2024
Nearly Natural
Senior Secured Credit Facilities

Sole Placement Agent

Consumer Products | August 2024
Marshall Excelsior_Dover MA

$ 395,000,000

Mergers & Acquisitions

Advisor to Seller

Industrial Technology | July 2024
HIG_Best Trash M&A
Mergers & Acquisitions

Advisor to Buyer

Industrial & Environmental Services | July 2024
Valenz_HealthcareBook MA
Mergers & Acquisitions

Advisor to Buyer

HealthTech | July 2024
Kidde Fenwal SSCF
Senior Secured Credit Facilities

Sole Placement Agent

Business Services | July 2024
Pacific Avenue_Kidde Fenwal M&A
Mergers & Acquisitions

Advisor to Buyer

Business Services | July 2024
MRGB_Marubeni MA
Mergers & Acquisitions

Advisor to Seller

Consumer Products | June 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 | April 2024
EcoIndustrial_BradyPlus
Mergers & Acquisitions

Advisor to Seller

Specialty Distribution, Packaging | April 2024
CLS_Sentinel_MA_March
Mergers & Acquisitions

Advisor to Seller

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

$ 620,000,000

Senior Secured Credit Facilities

Joint Lead Arranger

Packaging | March 2024
Cloud Term Loan

$ 1,000,000,000

Term Loan

Joint Lead Arranger

Software | March 2024
data.ai_SenorTower MA
Mergers & Acquisitions

Advisor to Seller

Internet & Digital Media | March 2024
American Insulated Glass
Mergers & Acquisitions

Advisor to Seller

Specialty Distribution, Building Products | March 2024
Interstate Waste Services SSCF

$ 205,000,000

Senior Secured Credit Facilities

Joint Lead Arranger

Industrial & Environmental Services | March 2024
DISA_CastleBranch MA
Mergers & Acquisitions

Advisor to Buyer

Tech-Enabled Services | March 2024
Trulite Term Loan B

$ 400,000,000

Term Loan B

Joint Lead Arranger

Specialty Distribution, Building Products | February 2024
Loenbro_Braemont MA
Mergers & Acquisitions

Advisor to Seller

Engineering & Construction, and Infrastructure | February 2024
Cegeka_CTG

$ 170,000,000

Mergers & Acquisitions

Advisor to Buyer

Tech-Enabled Services | December 2023
Innovative Refrigeration
Senior Secured Credit Facilities

Debt Placement Agent

Industrial Technology | December 2023
Audax_Dobbs MA
Mergers & Acquisitions

Advisor to Buyer

Automotive Aftermarket | December 2023
Dobbs Tire Auto Centers SSCF
Senior Secured Credit Faciltity

Joint Lead Arranger

Automotive Aftermarket | December 2023
Eurofase_BeachPoint MA
Mergers & Acquisitions

Advisor to Seller

Consumer & Retail | December 2023
Veritiv Senior Secured Notes

$ 700,000,000

Senior Secured Notes

Joint Bookrunner

Packaging | November 2023
Veritiv SSCF

$ 1,425,000,000

Senior Secured Credit Facilities

Joint Lead Arranger

Packaging | November 2023
Agility_AFIMAC MA
Mergers & Acquisitions

Advisor to Seller

Business Services | November 2023
ic Berlin_Marcolin MA
Mergers & Acquisitions

Financial Advisor

Consumer, Technology | November 2023
GTCR_ADT MA

$ 1,600,000,000

Mergers & Acquisitions

Advisor to Buyer

Industrial Technology | October 2023
Dutch Bros Follow-on

$ 300,000,000

Follow-on Offering

Joint Bookrunner

Restaurants | September 2023
Flipp_Truelink
Mergers & Acquisitions

Advisor to Seller

Tech-Enabled Services | August 2023
Cadent_Novacap M&A
Mergers & Acquisitions

Co-Advisor to Seller

Internet & Digital Media | August 2023
Rockport_Authentic_MarcFisher MA
Mergers & Acquisitions

Advisor to Seller

Consumer Products | August 2023
AWP_RHV Capital MA
Mergers & Acquisitions

Advisor to Buyer

Engineering & Construction, and Infrastructure | August 2023
Kodiak Gas Services

$ 256,000,000

Initial Public Offering

Joint Bookrunning Manager

Energy & Natural Resources | June 2023
GAI_Eland MA
Mergers & Acquisitions

Advisor to Buyer

Engineering & Construction, and Infrastructure | June 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 | March 2023
Hillman Follow-on

$ 230,000,000

Follow-on Offering

Joint Bookrunner

Specialty Distribution, Building Products | February 2023
Amware_Staci MA
Mergers & Acquisitions

Advisor to Seller

Transportation & Logistics | February 2023
GI Partners_Rise Broadband MA
Mergers & Acquisitions

Advisor to Buyer

Media & Telecom | February 2023
Megatech_Middleground MA
Mergers & Acquisitions

Advisor to Seller

Electronics & Industrial Technology | January 2023
Keensight_Onventis MA
Mergers & Acquisitions

Advisor to Buyer

Technology | January 2023
Things Remembered_1800Flowers MA
Sale of E-commerce Assets to

Advisor to Seller

Consumer Products | January 2023
APA_PNC Riverarch MA
Mergers & Acquistions

Advisor to Seller

Automotive Aftermarket | January 2023
Enesco_NECA MA
Mergers & Acquisitions

Advisor to Seller

Consumer Products | December 2022
Roadone_Ridgemont
Mergers & Acquisitions

Advisor to Seller

Transportation & Logistics | December 2022
CMI_Charger MA
Mergers & Acquisitions

Advisor to Seller

Building Products | December 2022
CMI SSCF
Senior Secured Credit Facilities

Sole Placement Agent

Building Products | December 2022
Unimed_ZCG
Mergers & Acquisitions

Advisor to Seller

Maritime Services, Healthcare Services | December 2022
AerSale

$ 62,000,000

Follow-on Offering

Joint Bookrunner

Aerospace, Defense & Government Services | November 2022
Envera_Windpoint MA
Mergers & Acquisitions

Advisor to Seller

Industrial Technology | November 2022
Global Research_DISA
Mergers & Acquisitions

Advisor to Seller

Tech-Enabled Services | November 2022
Salary_AKKR MA
Mergers & Acquisitions

Advisor to Seller

Software | September 2022
Citrix SSCF $5B

$ 5,050,000,000

Senior Secured Credit Facilities

Joint Lead Arranger

Software | September 2022
Citrix 500 Million Euros

€ 500,000,000

Senior Secured Credit Facilities

Joint Lead Arranger

Software | September 2022
Citrix 4B

$ 4,000,000,000

Senior Secured Notes

Joint Bookrunner

Software | September 2022
Manitowoc_Summit_MA September
Mergers & Acquisitions

Advisor to Seller

Industrial Technology, Aerospace, Defense & Government Services | September 2022
Exact_Weclapp MA September
Mergers & Acquisitions

Advisor to Buyer

Software | September 2022
Riskmethods_Sphera MA
Mergers & Acquisitions

Advisor to Seller

Software | September 2022
Xcentric_Quickparts M&A
Mergers & Acquisitions

Advisor to Seller

Electronics & Industrial Technology | September 2022
First Watch Follow-on

$ 69,750,000

Follow-on Offering

Joint Bookrunner

Food & Beverage | September 2022
LJP Waste Solutions
Mergers & Acquisitions

Advisor to Seller

Industrial & Environmental Services | September 2022
DISA_Audax MA
Mergers & Acquisitions

Advisor to Seller

Tech-Enabled Services | September 2022
Aurora Capital
Mergers & Acquisitions

Advisor to Buyer

Industrial & Environmental Services | August 2022
Attenti_AlliedUniversal MA
Mergers & Acquisitions

Advisor to Seller

Business Services | August 2022
Prisma CenterGate MA
Mergers & Accquisitions

Advisor to Seller

Internet & Digital Media | July 2022
Foss_Mohawk MA
Mergers & Acquisitions

Advisor to Seller

Building Products | July 2022
Flipp_reebee M&A
Mergers & Acquisitions

Advisor to Buyer

Tech-Enabled Services | June 2022
Flipp SSCF
Senior Secured Credit Facility

Sole Placement Agent

Tech-Enabled Services | June 2022
Oldcastle Senior Notes

$ 585,000,000

Senior Notes

Joint Bookrunner

Building Products | April 2022
Old Castle SSCF

$ 2,025,000,000

Senior Secured Credit Facilities

Joint Lead Arranger

Building Products | April 2022
Hillman Follow-on 04/22

$ 149,500,000

Follow-on Offering

Joint Bookrunner

Specialty Distribution, Building Products | April 2022
SoundUnited_Masimo M&A

$ 1,025,000,000

Mergers & Acquisitions

Advisor to Seller

Consumer Products | April 2022
TriMech_Sentinel M&A
Mergers & Acquisitions

Advisor to Seller

Electronics & Industrial Technology | March 2022
Cloyes_MidOcean M&A
Mergers & Acquisitions

Advisor to Seller

Automotive Aftermarket | February 2022
McAfee Senior Notes

$ 2,000,000,000

Senior Notes

Joint Bookrunner

Software | February 2022
Fathom_Altimar M&A

$ 1,500,000,000

Mergers & Acquisitions

Joint Financial Advisor

Electronics & Industrial Technology | December 2021
Altimar II PIPE

$ 70,000,000

PIPE

Joint Placement Agent

Electronics & Industrial Technology | December 2021
Specialty Products_Incline M&A
Mergers & Acquisitions

Advisor to Seller

Specialty Distribution | December 2021
AIT_Select M&A
Mergers & Acquisitions

Advisor to Buyer

Transportation & Logistics | December 2021
Acme Cryogenics_Dover M&A

$ 295,000,000

Mergers & Acquisitions

Advisor to Seller

Industrial Technology | December 2021
Solid Power_DCRC M&A

$ 1,239,000,000

Mergers & Acquisitions

Advisor to Seller

Electronics & Industrial Technology | December 2021
PerTronix_Charger MA
Mergers & Acquisitions

Advisor to Seller

Automotive Aftermarket | December 2021
EC Waste_3i
Mergers & Acquisitions

Advisor to Seller

Industrial & Environmental Services | November 2021
Custom Truck Follow-on

$ 105,000,000

Follow-on Offering

Joint Bookrunner

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

$ 300,000,000

Follow-on Offering

Joint Bookrunner

Tech-Enabled Services | November 2021
BioCare_Vistria M&A
Mergers & Acquisitions

Advisor to Seller

Healthcare Services | November 2021
Revalize_Tenado M&A
Mergers & Acquisitions

Advisor to Buyer

Technology | November 2021
Sonendo IPO

$ 93,600,000

Initial Public Offering

Joint Bookrunner

Medtech | October 2021
Hire Right IPO

$ 422,000,000

Initial Public Offering

Joint Bookrunner

Tech-Enabled Services | October 2021
esight_MRI M&A
Mergers & Acquisitions

Advisor to Seller

Technology | October 2021
Schultze SPAC IPO

$ 165,000,000

SPAC Initial Public Offering

Left Bookrunner

Consumer Products | October 2021
ACON S2

$ 250,000,000

Initial Public Offering

Joint Bookrunner

Consumer Products | October 2021
Zomedica_PulseVet M&A

$ 70,900,000

Mergers & Acquisitions

Advisor to Buyer

Medtech | October 2021
First Watch IPO

$ 195,801,300

Initial Public Offering

Joint Bookrunner

Consumer Products | October 2021
SAM_Peak Rock M&A
Mergers & Acquisitions

Advisor to Seller

Engineering & Construction, and Infrastructure | September 2021
Sterling Check IPO

$ 328,600,000

Initial Public Offering

Joint Bookrunner

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

$ 250,000,000

Senior Notes

Joint Bookrunner

Industrial & Environmental Services | September 2021
Audax M&A
Mergers & Acquisitions

Advisor to Buyer

Medtech | September 2021
Vector Acquisition_Rocket Lab SPAC Merger

$ 4,100,000,000

Has Merged with

Capital Markets Advisor

Aerospace, Defense & Government Services | August 2021
Covercraft_Audax
Mergers & Acquisitions

Advisor to Seller

Automotive Aftermarket | August 2021
Statewide – AWP M&A
Mergers & Acquisitions

Advisor to Seller

Engineering & Construction, and Infrastructure | August 2021
Centerfield Senior Secured Notes

$ 785,000,000

Senior Secured Notes

Joint Bookrunner

Tech-Enabled Services | July 2021
Traeger IPO

$ 424,000,000

Initial Public Offering

Joint Bookrunner

Consumer Products | July 2021
First Student Senior Secured Notes

$ 800,000,000

Senior Secured Notes

Joint Bookrunner

Transportation & Logistics | July 2021
Markforged_One M&A

$ 1,664,000,000

Mergers & Acquisitions

Financial Advisor and Capital Markets Advisor

Electronics & Industrial Technology | July 2021
Hillman_Landcadia Holdings M&A

$ 2,642,000,000

Mergers & Acquisitions

Capital Markets Advisor

Specialty Distribution | July 2021
EverCommerce IPO

$ 325,000,000

Initial Public Offering

Joint Bookrunner

Software | July 2021
Vetio Animal – Swedencare M&A

$ 181,500,000

Mergers & Acquisitions

Advisor to Seller

Biopharma | July 2021
OneSpaWorld Follow-on

$ 80,000,000

Follow-on Offering

Left Bookrunner

Entertainment | June 2021
Livevox/Crescent M&A

$ 864,000,000

Mergers & Acquisitions

Advisor to Seller

Software | June 2021
Cohu/Mycronic M&A

$ 125,000,000

Mergers & Acquisition

Advisor to Seller

Electronics & Industrial Technology | June 2021
Performance Designed Products 04-2021
Mergers & Acquisitions

Advisor to Seller

Retail | April 2021
NASS 04-2021
Mergers & Acquisitions

Advisor to Seller

Engineering & Construction, and Infrastructure | April 2021
EPS 04-2021
Mergers & Acquisitions

Advisor to Seller

Engineering & Construction, and Infrastructure | April 2021
Empirix 04-2021
Mergers & Acquisitions

Advisor to Seller

Software | April 2021
The Hillman Companies 04-2021
Mergers & Acquisitions

Advisor to Seller

Building Products | April 2021
Peak-Ryzex/Sole Source Capital 04-2021
Mergers & Acquisitions

Advisor to Seller

Tech-Enabled Services | April 2021
Nebula Caravel Acquisition 12-2020

$ 275,000,000

Initial Public Offering

Joint Bookrunner

Software | December 2020
ACON S2 09-2020

$ 250,000,000

Initial Public Offering

Joint Bookrunner

Consumer Products | September 2020
Palladium Equity Partners 09-2020
Mergers & Acquisitions

Advisor to Buyer

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

$ 537,625,000

Initial Public Offering

Senior Co-Manager

Internet & Digital Media | June 2020
Checkmarx/Hellman 04-2020

$ 1,150,000,000

Mergers & Acquisitions

Advisor to Seller

Software | April 2020
Bailey 44 LLC/Denim 02-2020
Mergers & Acquisitions

Advisor to Seller

Apparel, Footwear & Accessories | February 2020
First Advantage Corp 01-2020

$ 890,000,000

Senior Secured Credit Facility

Joint Lead Arranger

Tech-Enabled Services | January 2020
Interstate Waste Services 01-2020

$ 325,000,000

Preferred Stock

Sole Placement Agent

Industrial & Environmental Services | January 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.