Stifel Financial Corporation · NYSE:SF
Stifel Financial — Merger or Acquisition (September 2021)
7 slides from Stifel Financial's merger presentation, Sep 29, 2021
Slide 1: Stifel & Vining Sparks: A Powerful Combination
Stifel & Vining Sparks: A Powerful Combination September 29, 2021 Page 1
Slide 2: Disclaimer
Disclaimer Forward-Looking Statements This presentation may contain “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995 that involve significant risks, assumptions, and uncertainties, including statements relating to the market opportunity and futu
Slide 3: Why This Combination Makes Sense
Stifel & Vining Sparks: A Powerful Combination Why This Combination Makes Sense ABOUT: Shared focus on putting Clients First with similar A client-centered financial partner that offers Entrepreneurial Cultures strategic balance sheet and investment solutions focused on depositories Minimal Overlap
Slide 4: Highly Complementary Bank & Thrift Focus with Minimal Overlap
Highly Complementary Bank & Thrift Focus with Minimal Overlap 2020 Fixed Income Revenue – Bank & Thrift Clients 300+ fixed income professionals focused on banks & thrifts on a combined basis Revenue from Bank & Thrift Public Clients Public 28% 65% Private 1,600+ unique by Type Private 35% bank & thr
Slide 5: Leverages the Stifel / KBW Platform: The #1 Financial Services Platform
Dominant M&A Franchise: INSIGHT Across the Size Spectrum(3) Leverages the Stifel / KBW Platform… 61% Keefe, Keefe, Bruyette Bruyette & & Woods Woods J.P. Morgan $30.9 $37.3 34 50% 7 THE #1 Financial Services Platform in the Industry 38% Piper Sandler $23.3 41 28% Citigroup $17.1 3 22% Goldman Sachs
Slide 6: Stifel/KBW: Offering a Full Suite of Cutting Edge Solutions in Financial Services
Stifel/KBW: Offering a FULL SUITE of Cutting Edge Solutions in Financial Services Relationship Focus Comprehensive Product Set Supporting Key Strategic Decisions to Maximize Value • Client first approach • Collaboration across business lines Strategy & Equity Analytics / Research Portfolio Thought L
Slide 7: A Track Record of Growth & Successful Integrations
A Track Record of Growth & Successful Integrations Stifel Completes Combinations. Not Acquisitions 2019 Mooreland Partners; People. Not Businesses 2018 GMP-First Energy (UK, Canada); MainFirst; First Retention of Key Revenue Producers & Executives 2017 City Financial Business Bancshares Empire Holdi
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