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        1. 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
             
          Read Bio
          Peter Nesvold
          Peter Nesvold
          Chief Operating Officer, Financial Services Investment Banking
          New York
             
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          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
             
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          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
             
          Read Bio
          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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