STF-logo-1

We use cookies to provide you a better experience. By continuing to use this website, you consent to the use of cookies in accordance with our Cookie Policy.

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

Image
$ 202,000,000
Joint Bookrunning Manager

Initial Public Offering

Medtech

Mar 2025

Image
Lender

Senior Secured Credit Facilities

Engineering & Construction, and Infrastructure

Mar 2025

Image
Advisor to Seller

Mergers & Acquisitions

Engineering & Construction, and Infrastructure

Mar 2025

Image
Advisor to Buyer

Mergers & Acquisitions

Healthcare

Feb 2025

Image
C$ 131,000,000
Advisor to Seller

Mergers & Acquisitions

Industrial & Environmental Services

Feb 2025

Image
Advisor to Buyer

Mergers & Acquisitions

Food & Beverage

Dec 2024

Image
$ 1,075,000,000
Joint Lead Arranger

Senior Secured Credit Facilities

Packaging, Diversified Industries

Dec 2024

Image
$ 350,000,000
Joint Bookrunner

Senior Secured Notes

Paper & Forest Products, Diversified Industries

Dec 2024

Image
Advisor to Buyer

Mergers & Acquisitions

Business Services

Dec 2024

Image
Advisor to Buyer

Mergers & Acquisitions

Tech-Enabled Services

Nov 2024

Image
$ 196,956,533
Joint Bookrunner

Follow-on Offering

Energy & Natural Resources

Nov 2024

Image
$ 152,500,000
Joint Bookrunner

Follow-on Offering

Aerospace, Defense & Government Services

Nov 2024

Image
$ 900,000,000
Joint Bookrunner

Senior Secured Notes

Food & Beverage

Nov 2024

Image
$ 610,000,000
Joint Lead Arranger

Senior Secured Credit Facilities

Food & Beverage

Nov 2024

Image
Advisor to Buyers

Mergers & Acquisitions

Food & Beverage

Nov 2024

Image
$ 2,435,000,000
Joint Lead Arranger

Senior Secured Credit Facilities

Tech-Enabled Services

Oct 2024

Image
$ 2,200,000,000
Advisor to Buyer

Mergers & Acquisitions

Tech-Enabled Services

Oct 2024

Image
Advisor to Seller

Mergers & Acquisitions

Transportation & Logistics

Sep 2024

Image
$ 96,000,000
Joint Bookrunner

Follow-on Offering

Aerospace, Defense & Government Services

Sep 2024

Image
Lead Arranger & Administrative Agent

Senior Secured Credit Facilities

Industrial & Environmental Services, Leveraged Finance

Sep 2024

Image
Advisor to Seller

Mergers & Acquisitions

Industrial & Environmental Services

Sep 2024

Image
Sole Placement Agent

Senior Secured Credit Facilities

Consumer Products

Aug 2024

Image
Advisor to Buyer

Mergers & Acquisitions

HealthTech

Jul 2024

Image
$ 395,000,000
Advisor to Seller

Mergers & Acquisitions

Industrial Technology

Jul 2024

Image
Advisor to Buyer

Mergers & Acquisitions

Industrial & Environmental Services

Jul 2024

Image
Advisor to Buyer

Mergers & Acquisitions

Business Services

Jul 2024

Image
Advisor to Seller

Mergers & Acquisitions

Consumer Products

Jun 2024

Image
Advisor to Seller

Mergers & Acquisitions

Tech-Enabled Services

May 2024

Image
Advisor to Seller

Mergers & Acquisitions

Engineering & Construction, and Infrastructure

May 2024

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

Senior Secured Credit Facilities

Capital Goods

May 2024

Image
Advisor to Seller

Mergers & Acquisitions

Industrial & Environmental Services

May 2024

Image
$ 9,844,961
Sole Placement Agent

Registered Direct

Aerospace, Defense & Government Services

Apr 2024

Image
Advisor to Seller

Mergers & Acquisitions

Specialty Distribution, Packaging

Apr 2024

Image
$ 1,000,000,000
Joint Lead Arranger

Term Loan

Software

Mar 2024

Image
$ 620,000,000
Joint Lead Arranger

Senior Secured Credit Facilities

Packaging

Mar 2024

Image
Advisor to Seller

Mergers & Acquisitions

Engineering & Construction, and Infrastructure

Mar 2024

Image
Advisor to Seller

Mergers & Acquisitions

Internet & Digital Media

Mar 2024

Image
Advisor to Buyer

Mergers & Acquisitions

Tech-Enabled Services

Mar 2024

Image
$ 205,000,000
Joint Lead Arranger

Senior Secured Credit Facilities

Industrial & Environmental Services

Mar 2024

Image
$ 400,000,000
Joint Lead Arranger

Term Loan B

Specialty Distribution, Building Products

Feb 2024

Image
Advisor to Seller

Mergers & Acquisitions

Specialty Distribution, Building Products

Mar 2024

Image
Advisor to Seller

Mergers & Acquisitions

Engineering & Construction, and Infrastructure

Feb 2024

Image
Debt Placement Agent

Senior Secured Credit Facilities

Industrial Technology

Dec 2023

Image
$ 170,000,000
Advisor to Buyer

Mergers & Acquisitions

Tech-Enabled Services

Dec 2023

Image
Joint Lead Arranger

Senior Secured Credit Faciltity

Automotive Aftermarket

Dec 2023

Image
Advisor to Buyer

Mergers & Acquisitions

Automotive Aftermarket

Dec 2023

Image
Advisor to Seller

Mergers & Acquisitions

Consumer & Retail

Dec 2023

Image
$ 1,425,000,000
Joint Lead Arranger

Senior Secured Credit Facilities

Packaging

Nov 2023

Image
$ 700,000,000
Joint Bookrunner

Senior Secured Notes

Packaging

Nov 2023

Image
Advisor to Seller

Mergers & Acquisitions

Business Services

Nov 2023

Image
Financial Advisor

Mergers & Acquisitions

Consumer, Technology

Nov 2023

Image
$ 1,600,000,000
Advisor to Buyer

Mergers & Acquisitions

Industrial Technology

Oct 2023

Image
$ 300,000,000
Joint Bookrunner

Follow-on Offering

Restaurants

Sep 2023

Image
Advisor to Seller

Mergers & Acquisitions

Tech-Enabled Services

Aug 2023

Image
Co-Advisor to Seller

Mergers & Acquisitions

Internet & Digital Media

Aug 2023

Image
Advisor to Seller

Mergers & Acquisitions

Consumer Products

Aug 2023

Image
Advisor to Buyer

Mergers & Acquisitions

Engineering & Construction, and Infrastructure

Aug 2023

Image
$ 256,000,000
Joint Bookrunning Manager

Initial Public Offering

Energy & Natural Resources

Jun 2023

Image
Advisor to Buyer

Mergers & Acquisitions

Engineering & Construction, and Infrastructure

Jun 2023

Image
$ 90,000,000
Joint Bookrunner

Follow-on Offering

Consumer Products

May 2023

Image
Advisor to Seller

Mergers & Acquisitions

Automotive Aftermarket

Mar 2023

Image
Advisor to Seller

Mergers & Acquisitions

Transportation & Logistics

Feb 2023

Image
$ 230,000,000
Joint Bookrunner

Follow-on Offering

Specialty Distribution, Building Products

Feb 2023

Image
Advisor to Buyer

Mergers & Acquisitions

Media & Telecom

Feb 2023

Image
Advisor to Seller

Mergers & Acquistions

Automotive Aftermarket

Jan 2023

Image
Advisor to Seller

Mergers & Acquisitions

Electronics & Industrial Technology

Jan 2023

Image
Advisor to Buyer

Mergers & Acquisitions

Technology

Jan 2023

Image
Advisor to Seller

Sale of E-commerce Assets to

Consumer Products

Jan 2023

Image
Sole Placement Agent

Senior Secured Credit Facilities

Building Products

Dec 2022

Image
Advisor to Seller

Mergers & Acquisitions

Building Products

Dec 2022

Image
Advisor to Seller

Mergers & Acquisitions

Consumer Products

Dec 2022

Image
Advisor to Seller

Mergers & Acquisitions

Transportation & Logistics

Dec 2022

Image
Advisor to Seller

Mergers & Acquisitions

Maritime Services, Healthcare Services

Dec 2022

Image
Advisor to Seller

Mergers & Acquisitions

Tech-Enabled Services

Nov 2022

Image
$ 62,000,000
Joint Bookrunner

Follow-on Offering

Aerospace, Defense & Government Services

Nov 2022

Image
Advisor to Seller

Mergers & Acquisitions

Industrial Technology

Nov 2022

Image
Advisor to Seller

Mergers & Acquisitions

Industrial & Environmental Services

Nov 2021

Image
Advisor to Seller

Mergers & Acquisitions

Software

Sep 2022

Image
Advisor to Buyer

Mergers & Acquisitions

Software

Sep 2022

Image
Advisor to Seller

Mergers & Acquisitions

Industrial Technology, Aerospace, Defense & Government Services

Sep 2022

Image
$ 4,000,000,000
Joint Bookrunner

Senior Secured Notes

Software

Sep 2022

Image
€ 500,000,000
Joint Lead Arranger

Senior Secured Credit Facilities

Software

Sep 2022

Image
$ 5,050,000,000
Joint Lead Arranger

Senior Secured Credit Facilities

Software

Sep 2022

Image
Advisor to Seller

Mergers & Acquisitions

Software

Sep 2022

Image
Advisor to Seller

Mergers & Acquisitions

Electronics & Industrial Technology

Sep 2022

Image
$ 69,750,000
Joint Bookrunner

Follow-on Offering

Food & Beverage

Sep 2022

Image
Advisor to Seller

Mergers & Acquisitions

Industrial & Environmental Services

Sep 2022

Image
Advisor to Seller

Mergers & Acquisitions

Tech-Enabled Services

Sep 2022

Image
Advisor to Buyer

Mergers & Acquisitions

Industrial & Environmental Services

Aug 2022

Image
Advisor to Seller

Mergers & Acquisitions

Business Services

Aug 2022

Image
Advisor to Seller

Mergers & Accquisitions

Internet & Digital Media

Jul 2022

Image
Advisor to Seller

Mergers & Acquisitions

Building Products

Jul 2022

Image
Sole Placement Agent

Senior Secured Credit Facility

Tech-Enabled Services

Jun 2022

Image
Advisor to Buyer

Mergers & Acquisitions

Tech-Enabled Services

Jun 2022

Image
$ 2,025,000,000
Joint Lead Arranger

Senior Secured Credit Facilities

Building Products

Apr 2022

Image
$ 585,000,000
Joint Bookrunner

Senior Notes

Building Products

Apr 2022

Image
$ 149,500,000
Joint Bookrunner

Follow-on Offering

Specialty Distribution, Building Products

Apr 2022

Image
$ 1,025,000,000
Advisor to Seller

Mergers & Acquisitions

Consumer Products

Apr 2022

Image
Advisor to Seller

Mergers & Acquisitions

Electronics & Industrial Technology

Mar 2022

Image
Advisor to Seller

Mergers & Acquisitions

Automotive Aftermarket

Feb 2022

Image
$ 2,000,000,000
Joint Bookrunner

Senior Notes

Software

Feb 2022

Image
$ 70,000,000
Joint Placement Agent

PIPE

Electronics & Industrial Technology

Dec 2021

Image
$ 1,500,000,000
Joint Financial Advisor

Mergers & Acquisitions

Electronics & Industrial Technology

Dec 2021

Image
Advisor to Buyer

Mergers & Acquisitions

Transportation & Logistics

Dec 2021

Image
Advisor to Seller

Mergers & Acquisitions

Specialty Distribution

Dec 2021

Image
$ 295,000,000
Advisor to Seller

Mergers & Acquisitions

Industrial Technology

Dec 2021

Image
$ 1,239,000,000
Advisor to Seller

Mergers & Acquisitions

Electronics & Industrial Technology

Dec 2021

Image
Advisor to Seller

Mergers & Acquisitions

Automotive Aftermarket

Dec 2021

Image
$ 105,000,000
Joint Bookrunner

Follow-on Offering

Engineering & Construction, and Infrastructure

Nov 2021

Image
Advisor to Buyer

Mergers & Acquisitions

Technology

Nov 2021

Image
$ 300,000,000
Joint Bookrunner

Follow-on Offering

Tech-Enabled Services

Nov 2021

Image
Advisor to Seller

Mergers & Acquisitions

Healthcare Services

Nov 2021

Image
Advisor to Seller

Mergers & Acquisitions

Technology

Oct 2021

Image
$ 422,000,000
Joint Bookrunner

Initial Public Offering

Tech-Enabled Services

Oct 2021

Image
$ 93,600,000
Joint Bookrunner

Initial Public Offering

Medtech

Oct 2021

Image
$ 165,000,000
Left Bookrunner

SPAC Initial Public Offering

Consumer Products

Oct 2021

Image
$ 250,000,000
Joint Bookrunner

Initial Public Offering

Consumer Products

Oct 2021

Image
$ 195,801,300
Joint Bookrunner

Initial Public Offering

Consumer Products

Oct 2021

Image
$ 70,900,000
Advisor to Buyer

Mergers & Acquisitions

Medtech

Oct 2021

Image
Advisor to Seller

Mergers & Acquisitions

Engineering & Construction, and Infrastructure

Sep 2021

Image
$ 328,600,000
Joint Bookrunner

Initial Public Offering

Tech-Enabled Services

Sep 2021

Image
$ 250,000,000
Joint Bookrunner

Senior Notes

Industrial & Environmental Services

Sep 2021

Image
Advisor to Buyer

Mergers & Acquisitions

Medtech

Sep 2021

Image
Advisor to Seller

Mergers & Acquisitions

Automotive Aftermarket

Aug 2021

Image
$ 181,500,000
Advisor to Seller

Mergers & Acquisitions

Biopharma

Jul 2021

Image
Advisor to Seller

Mergers & Acquisitions

Engineering & Construction, and Infrastructure

Aug 2021

Image
$ 80,000,000
Left Bookrunner

Follow-on Offering

Entertainment

Jun 2021

Image
$ 1,664,000,000
Financial Advisor and Capital Markets Advisor

Mergers & Acquisitions

Electronics & Industrial Technology

Jul 2021

Image
$ 4,100,000,000
Capital Markets Advisor

Has Merged with

Aerospace, Defense & Government Services

Aug 2021

Image
$ 800,000,000
Joint Bookrunner

Senior Secured Notes

Transportation & Logistics

Jul 2021

Image
$ 325,000,000
Joint Bookrunner

Initial Public Offering

Software

Jul 2021

Image
$ 785,000,000
Joint Bookrunner

Senior Secured Notes

Tech-Enabled Services

Jul 2021

Image
$ 2,642,000,000
Capital Markets Advisor

Mergers & Acquisitions

Specialty Distribution

Jul 2021

Image
$ 424,000,000
Joint Bookrunner

Initial Public Offering

Consumer Products

Jul 2021

Image
$ 125,000,000
Advisor to Seller

Mergers & Acquisition

Electronics & Industrial Technology

Jun 2021

Image
$ 864,000,000
Advisor to Seller

Mergers & Acquisitions

Software

Jun 2021

Image
Advisor to Seller

Mergers & Acquisitions

Retail

Apr 2021

Image
Advisor to Seller

Mergers & Acquisitions

Software

Apr 2021

Image
Advisor to Seller

Mergers & Acquisitions

Engineering & Construction, and Infrastructure

Apr 2021

Image
Advisor to Seller

Mergers & Acquisitions

Engineering & Construction, and Infrastructure

Apr 2021

Image
Advisor to Seller

Mergers & Acquisitions

Building Products

Apr 2021

Image
Advisor to Seller

Mergers & Acquisitions

Tech-Enabled Services

Apr 2021

Image
Advisor to Buyer

Mergers & Acquisitions

Engineering & Construction, and Infrastructure

Sep 2020

Image
$ 275,000,000
Joint Bookrunner

Initial Public Offering

Software

Dec 2020

Image
$ 537,625,000
Senior Co-Manager

Initial Public Offering

Internet & Digital Media

Jun 2020

Image
$ 1,150,000,000
Advisor to Seller

Mergers & Acquisitions

Software

Apr 2020

Image
$ 890,000,000
Joint Lead Arranger

Senior Secured Credit Facility

Tech-Enabled Services

Jan 2020

Image
$ 325,000,000
Sole Placement Agent

Preferred Stock

Industrial & Environmental Services

Jan 2020

Image
$ 250,000,000
Joint Bookrunner

Initial Public Offering

Consumer Products

Sep 2020

Image
Advisor to Seller

Mergers & Acquisitions

Apparel, Footwear & Accessories

Feb 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.

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

About Us Stifel Institutional Stifel Sustainability Practices
Capabilities Investment Banking Equities Equity Research Fixed Income Capital Markets Public Finance Serving Business Leaders
Global Coverage Overview Europe & UK Canada Asia Israel Latin America
Insights & Perspectives Thought Leadership Stifel in the News Stifel Investor Insights Stifel IRIS
Careers Experienced Professionals Campus Careers & Entry Level Opportunities
Disclosures Important Disclosures Your Privacy Form CRS FINRA BrokerCheck
Connect with Stifel Client Access Stifel Wealth Tracker
STF-footer-logo

In the United States, this site is published in the United States for U.S. residents only. The information on this web site is not an offer to sell or a solicitation of an offer to buy any security, nor shall any such security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale may not lawfully be made. Stifel Financial Advisors may only conduct business with residents of the states in which they are properly registered. References to Stifel herein may apply to parent company Stifel Financial Corp. or any of its wholly owned subsidiaries, including Stifel, Nicolaus & Company, Incorporated, Member NYSE, FINRA, and SIPC. Stifel Nicolaus Europe Limited is authorised and regulated by the Financial Conduct Authority.

Copyright © 2025 Stifel Financial Corp. All rights reserved.