Stifel Financial Corporation · NYSE:SF
Stifel Financial — Wolfe Research Wealth Symposium 2021
10 slides from Stifel Financial's conference presentation, Nov 3, 2021
Slide 1: Wolfe Research Wealth Symposium
Wolfe Research Wealth Symposium November 3, 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 2021 2018 First Empire Vining Sparks Ziegler Wealth MainFirst 2017 Management, Mooreland Partners 2016 City Business GMP Eaton Partners Securities Bancshares Inc. George K. Baum 2015 ISM Capital B&F Capital Markets Barclays Wealth & 2014 Investment Man
Slide 4: A Diversified Growth Company
A Diversified Growth Company Net Revenue1 Earnings Per Share1,2 $5,000 $7.00 $6.52 2015 - LTM CAGR: 12% $4,493 2015 - LTM CAGR: 31% $4,500 $6.00 $4,000 $3,752 $3,500 $3,337 $5.00 $4.56 $2,928 $3,025 $4.07 $3,000 $2,580 $4.00 $3.52 millions $2,500 $2,332 $3.00 $2.66 $2,000 $1,500 $2.00 $1.75 $1.27 $1
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 LTM1 GAAP Net Revenue - $4.5 billion Global Wealth Management (GWM) Institutional Group (IG) LTM1 Net Revenue - $2.5 billion LTM1 Net Revenue - $2.0 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 2,302 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 $22,165 chartered commercial bank, in April 2007 Total deposits 20,399 Stifel Financial became a bank holding company and Total equity 1,608 financial services h
Slide 10: Institutional Group
Institutional Group Overview Net Revenues ($MM)(2) (3) 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 volu
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