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

Financial Sponsor Insights

Senior Banking Team

David Clark
David Clark
Senior Managing Director
Boston
   
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Allan Bertie
Allan Bertie
Managing Director, Head of European Investment Banking
London
   
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Ben Rodman
Ben Rodman
Managing Director
Chicago
   
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Rob Martino
Vice President
New York
   
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Recent Transactions

Transaction history may include a transaction completed by a Raymond James banker while at a former firm.

Industry Insight

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Recent News

Equity Research  |  October 11, 2023

Raymond James hires Josh Beck as senior internet analyst

Read more about Raymond James hires Josh Beck as senior internet analyst
Investment Banking  |  October 10, 2023

Raymond James continues Technology Investment Banking practice expansion, hires three senior bankers

Read more about Raymond James continues Technology Investment Banking practice expansion, hires three senior bankers
Investment Banking  |  October 3, 2023

Raymond James grows Investment Banking practice, hires senior Technology banker Glen Kruger

Read more about Raymond James grows Investment Banking practice, hires senior Technology banker Glen Kruger