Stifel Financial Corporation · NYSE:SF
Stifel Financial — Investor Presentation (September 2007)
19 slides from Stifel Financial's investor presentation, Sep 5, 2007
Slide 1: Investor Presentation September 5, 2007
Investor Presentation September 5, 2007
Slide 2: Forward looking statement
Forward looking statement This presentation may contain "forward-looking statements" that involve risks and uncertainties, including statements relating to the market opportunity and future business prospects of Stifel Financial Corp. and Stifel Nicolaus ("SF" or the "Company"). Actual results may d
Slide 3: Stifel Profile
Stifel Profile General Parent Company: Stifel Financial Corp. (NYSE:SF) Nearly 3,000 associates in 170 offices U.S. and Europe Management and associates own in excess of 46% of the firm Strong financial performance; 11 years of record net revenue Market Information Current Share Price $60.00 52 Week
Slide 4: Stifel History
Stifel History Founded in St. Louis in 1890 Strong track record in 20's - 50's as an innovative underwriter Led numerous significant financings Mackinac Bridge & O'Hare Airport NYSE Member firm 1958 Seven successful acquisitions from 60's - 90's. IPO NYSE 1983 Symbol - SF
Slide 5: Stifel Nicolaus Today
Stifel Nicolaus Today Highly Regarded Private Client Group Manages $55 billion in Client Assets Broad Institutional Equity and Fixed Income origination and distribution capabilities Market-recognized fixed income expertise One of the largest domestic Equity Research franchises off Wall Street Extens
Slide 6: Growing Brokerage Position
Growing Brokerage Position FC Rankings Rank Compan Headquarters RRs 1. Merrill Lynch & Co. New York, NY 15,520 @ 2. ‘Smith Barney New York, NY 13,177 ® 3. Edward Jones St. Louis, MO 9,800 4 UBS Financial Services, Inc. New York, NY 9,041 © 5. Morgan Stanley New York, NY 8,069 6 achovia Securities, L
Slide 7: Estimated Ownership Profile
Estimated Ownership Profile
Slide 8: Strong Relative Performance Versus Industry 2000 vs 2006
Strong Relative Performance Versus Industry 2000 vs 2006 5 Year Versus Peers
Slide 9: Record Results
Record Results 2002 2007e Improvement Record Gross Revenue $194 $766 +295% Record Net Revenue $188 $736 +291% Record Core Earnings $1.3 $64.0" +4823% Record Core EPS $0.12 $3.92) +3167% Book Value $8.86 $26.04 +194% Market Cap (fully diluted) $121 $963 +696% (2) Annualized 6-30-2007 ICOLAUS
Slide 10: Demonstrated Steady Growth
Demonstrated Steady Growth 00 5 se We CAGR 84% CAGR 27% $20 CAGR 31% $600 $60 sil $264 $300 $247 aw so Core Diluted EPS * Total Equity (3 in Millions) Fully Diluted Market Cap % 400 sue $1,000 CAGR 42% CAGR 51% ii 300 $750 il $500 0 2 ba sm 323 SEs $80 o $100 $250 * ~ ~ en aur 20030042002 200 2003 2
Slide 11: Stifel Stock Performance as of 8/9/07
Stifel Stock Performance as of 8/9/07 Number One Brokerage Stock (YTD & over the last 3 and 5 Years)
Slide 12: Stifel's Values Drive Growth
Stifel's Values Drive Growth
Slide 13: Excellent Platform Drives Growth
Excellent Platform Drives Growth Unmatched Client Support Best Technology in Industry
Slide 14: Private Client Group
Private Client Group Net Revenues (6 in Millions) Operating Contribution (§ in Millions) Total Number of Retail Branches = $207 CRGLIE cAGRaT @)| "| car 1s = ns m1 sar ga $50 >» 2 & ff 0 $36 * $1 ‘0 s a a ey a | Det DelS Debt Det Dele Cured Current Investment Executive Trend Assets Under Management
Slide 15: Equity Capital Markets
Equity Capital Markets 2006 Combined Investment Banking Highlights Advised on 51 M&A Transactions for total consideration of $11.8 billion Completed 24 private placements raising $946 million Served as manager or co-manager in 61 public offerings raising $10.4 billion Award winning research 6 StarMi
Slide 16: Leading Capital Markets Platform
Leading Capital Markets Platform One of the Largest Full-Service Investment Banks Off Wall Street Investment Banking Approximately 140 investment banking professionals covering ten industry groups and two product groups Equity Research 149 research professionals Covering nine industry sectors and 38
Slide 17: We are a Top Ten Research House
We are a Top Ten Research House US Research Marketplace (measured by US stocks under coverage)
Slide 18: Providing Award Winning Research By Industry
Providing Award Winning Research By Industry Business & Consumer Services Financial Institutions Healthcare Real Estate Technology Telecommunications & Media Transportation Industrial Closed End Funds By Market Cap
Slide 19: Fixed Income Capital Markets
Fixed Income Capital Markets Net Revenues $53.6 million up 195% from prior year During year involved in 156 offerings as sole, senior, or co-manager Nine Dedicated Fixed Income Industry Groups: General Obligation/ Revenue Bonds TIF/TDD Development financing Public Transportation Not-for-profit 503C(
Stifel Financial — Investor Presentation (September 2007) on 6ix