Stifel Financial Corporation · NYSE:SF
Stifel Financial — Stifel Cross Sector Insight Conference 2021
10 slides from Stifel Financial's conference presentation, June 2021
Slide 1: Stifel Cross Sector Insight Conference
Stifel Cross Sector Insight Conference June 8-10, 2021
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: A History of Organic Growth & Acquisitions
A History of Organic Growth & Acquisitions 2019 2018 First Empire Ziegler Wealth MainFirst 2017 Mooreland Partners City Management, 2016 Business GMP Eaton Partners Securities George K. Baum Bancshares Inc. 2015 ISM Capital B&F Capital Markets Barclays Wealth & 2014 Investment Management, De La Rosa
Slide 4: A Diversified Growth Company
A Diversified Growth Company Net Revenue1 Earnings Per Share1,2 $4,500 $6.00 2015 - LTM CAGR: 9% $3,974 2015 - LTM CAGR: 27% $5.26 $4,000 $3,752 $5.00 $3,337 $4.56 $3,500 $3,025 $4.07 $2,928 $3,000 $4.00 $2,580 $3.52 $2,500 $2,332 millions $3.00 $2.66 $2,000 $1,500 $2.00 $1.75 $1.27 $1,000 $1.00 $50
Slide 5: Business Overview
Business Overview STIFEL 5
Slide 6: Stifel – Premier Investment Bank and Wealth Management Firm
Stifel – Premier Investment Bank and Wealth Management Firm Stifel at a Glance 2020 GAAP Net Revenue - $3.8 billion Global Wealth Management (GWM) Institutional Group (IG) 2020 Net Revenue - $2.2 billion 2020 Net Revenue - $1.6 billion Private Client Equity & Fixed Income Capital Raising Stife
Slide 7: Leading broker-dealer providing wealth management and institutional services to consumers and companies
Leading broker-dealer providing wealth management and institutional services to consumers and companies Bulge Bracket Boutique Size / scale Firm focus Large distribution Good research Size / scale Trading Growth investor access Firm focus Retail Issues Stability (financial & pers
Slide 8: Global Wealth Management (GWM)
Global Wealth Management (GWM) Provides Securities Brokerage Services and Stifel Bank Products Overview National Presence Grown from 600+ financial advisors in 2005 to 2,274 financial advisors currently Proven organic growth and acquirer of private client business Strategy of recruiting experi
Slide 9: GWM – Stifel Bancorp, Inc.
GWM – Stifel Bancorp, Inc. Overview Key Statistics (000s) (1)(2) Acquired FirstService Bank, a St. Louis-based, Missouri- Total assets $20,500 chartered commercial bank, in April 2007 Total deposits 18,715 Stifel Financial became a bank holding company and Total equity 1,474 financial services h
Slide 10: Institutional Group
Institutional Group Overview Net Revenues ($MM)(2)(3) (4) Provides securities brokerage, trading, research, underwriting and $2,100 corporate advisory services $1,750 $1,583 2nd Largest provider of U.S. Equity Research $1,400 $1,214 $1,111 5th largest U.S Investment bank by U.S. equity trading v
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