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      4. Financial Services Investment Banking

        An innovative perspective. A different kind of firm.

        From creative business solutions to analysis of the latest market trends, the Financial Services Investment Banking group at Raymond James wields considerable expertise for its financial services industry clients and has been involved in more than 360 completed transactions since 2011. Our disciplined senior bankers stay immersed in transactions and average more than 16 years of experience across all sectors of the financial services industry. A personalized, client-centric approach to a full array of business services remains a hallmark of our group and of Raymond James.

        Recent Transactions

        Senior Banking Team

        John Roddy Bio Pic
        John Roddy
        Managing Director, Head of Financial Services
        New York
           
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        Peter Nesvold
        Peter Nesvold
        Chief Operating Officer, Financial Services Investment Banking
        New York
           
        Read Bio
        Patrick DeLacey
        Patrick T. DeLacey
        Vice Chairman of Investment Banking
        St. Petersburg
           
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        Richard Durkes
        Richard Durkes
        Vice Chairman of Investment Banking
        Chicago
           
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        Jeff Brand
        Managing Director
        Chicago
           
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        Chris Choate
        Christopher W. Choate
        Managing Director
        St. Petersburg
           
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        Aaron DiRusso
        Aaron C. DiRusso
        Managing Director
        San Francisco
           
        Read Bio
        Steve Egli
        Steven J. Egli
        Managing Director
        San Francisco
           
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        Larry Herman
        Larry Herman
        Managing Director
        Memphis
           
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        Ed Higham
        Managing Director
        New York
           
        Read Bio
        Jonathan Knauss
        Jonathan Knauss
        Managing Director
        Chicago
           
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        Sean Martin
        Sean Martin
        Managing Director
        Toronto
           
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        Michael Mayes
        Michael T. Mayes
        Managing Director
        New York
           
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        Elizabeth Nesvold
        Managing Director, Head of Asset & Wealth Management Investment Banking
        New York
           
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        Sanjay Patel
        Sanjay Patel
        Managing Director
        Chicago
           
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        Stuart Sweeney
        Stuart Sweeney
        Managing Director
        London
           
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        Bob Toma
        Robert J. Toma
        Managing Director
        Chicago
           
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        Bill Wagner
        William Wagner
        Managing Director
        Raleigh
           
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        Michael Walker
        Michael J. Walker
        Managing Director
        Chicago
           
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        Dan Weber
        Daniel Weber
        Managing Director
        Chicago
           
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        J.P. Young
        Managing Director
        Chicago
           
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        Brian Nestor
        Brian Nestor
        Director
        St. Petersburg
           
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        Matt Paramore
        Director
        Raleigh
           
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        Charles Stubbs
        Director
        Raleigh
           
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        Brandon Van Heyde
        Brandon Van Heyde
        Vice President
        Chicago
           
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        Matt Polanin
        Vice President
        Chicago
           
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        Michael Sumbs
        Vice President
        Raleigh
           
        Read Bio
        Allan Jean
        Allan Jean
        Director of Mutual Bank Services
        Raleigh
           
        Read Bio

        Locations

        ATLANTA
        3414 Peachtree Road NE
        Suite 500
        Atlanta, GA 30326
        P: +1.404.442.5800

        CHICAGO
        222 South Riverside Plaza
        7th Floor
        Chicago, IL 60606
        P: +1.312.612.7785

        LONDON
        11 Hanover Square
        London, UK W1S 1JJ
        P: +44.20.3798.5700

        MEMPHIS
        50 N. Front Street
        Memphis, TN 38103
        P: +1.901.524.4100

        NEW YORK
        277 Park Avenue
        Suite 410
        New York, NY 10172
        P: +1.212.856.4364

        RALEIGH
        4000 WestChase Boulevard
        Suite 500
        Raleigh, NC 27607
        P: +1.919.755.2600

        SAN FRANCISCO
        One Embarcadero Center
        Suite 650
        San Francisco, CA 94111
        P: +1.415.616.8900

        ST. PETERSBURG
        880 Carillon Parkway
        St. Petersburg, FL 33716
        P: +1.727.567.5012

        TORONTO
        Suite 5300
        40 King Street West
        Scotia Plaza, PO Box 415
        Toronto, ON
        Canada M5H 3Y2
        P: +1.877.363.1024

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

        Recent News

        Global Equities  |  September 26, 2019

        Raymond James hires consumer sector analyst Matthew McClintock

        Read More about Raymond James hires consumer sector analyst Matthew McClintock
        Investment Banking  |  June 28, 2019

        Raymond James Investment Banking Professionals recognized as Emerging Leaders by The M&A Advisor

        Read More about Raymond James Investment Banking Professionals recognized as Emerging Leaders by The M&A Advisor
        Investment Banking  |  June 27, 2019

        Raymond James expands Investment Banking practice, hires veteran Paper & Packaging sector banker

        Read More about Raymond James expands Investment Banking practice, hires veteran Paper & Packaging sector banker
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