Stifel Financial Corporation · NYSE:SF
Stifel Financial — Investor Presentation (November 2023)
12 slides from Stifel Financial's investor presentation, Nov 8, 2023
Slide 1: Fourth Quarter Investor Presentation
Fourth Quarter Investor Presentation November 8, 2023
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: Long-term Strategic Objectives
Long-term Strategic Objectives Global Wealth Management Achieve $1 Trillion in Client Assets Solidify our Position ■ ■ Recruiting & Acquisitions as Premier Wealth ■ ■ Technology Continue to Build Stifel Bank Management Firm & ■ Expand Client Deposits Investment Bank ■ Smart Rate ■ Corporate Deposits
Slide 4: A History of Organic Growth & Acquisitions
A History of Organic Growth & Acquisitions 2022 2021 ACXIT Capital 2019 Vining Sparks Partners 2018 First Empire Torreya MainFirst Partners 2017 Ziegler Wealth City Management, Mooreland Partners 2016 GMP Business Eaton Partners Securities Bancshares Inc. George K. Baum 2015 ISM Capital B&F Capital
Slide 5: A Diversified Growth Company
A Diversified Growth Company Net Revenue1 Earnings Per Share1,2,3 $5,000 $4,737 $8.00 2016 – LTM CAGR: 8% $4,391 $4,326 2016 – LTM CAGR: 19% $7.08 $4,500 $7.00 $4,000 $3,752 $6.00 $5.74 $3,500 $3,337 $5.36 $2,928 $3,025 $5.00 $4.56 $3,000 $2,580 $4.07 millions $2,500 $4.00 $3.52 $2,000 $2.66 $3.00 $
Slide 6: Business Overview
Business Overview STIFEL 6
Slide 7: Stifel – Premier Investment Bank and Wealth Management Firm
Stifel – Premier Investment Bank and Wealth Management Firm Stifel at a Glance 2022 GAAP Net Revenue - $4.4 billion Global Wealth Management (GWM) Institutional Group (IG) 2022 Net Revenue - $2.8 billion 2022Net Revenue - $1.5 billion Private Client Equity & Fixed Income Capital Raising Stifel
Slide 8: Leading broker-dealer providing wealth management and institutional services
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 9: 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 2,374 financial advisors currently Proven organic growth and acquirer of private client business Strategy of recruiting experi
Slide 10: GWM – Stifel Bancorp, Inc.
GWM – Stifel Bancorp, Inc. Overview Key Statistics (millions) (1)(2) Acquired FirstService Bank, a St. Louis-based, Missouri- Total assets $29,873 chartered commercial bank, in April 2007 Total deposits 27,594 Stifel Financial became a bank holding company and Total equity 2,162 financial servic
Slide 11: Diversified Deposit Portfolio
Diversified Deposit Portfolio STABLE & DIVERSIFIED DEPOSITS HIGHLIGHTS $40,000 $35,000 ■ Highly Diversified Deposit Base $30,000 ■ Client Cash Remained at Stifel $25,000 Provide Incremental FDIC Insurance millions $20,000 ■ $15,000 ■ Deposit Beta a Function of Cash Sorting $10,000 $5,000 ■ Deposit B
Slide 12: Institutional Group
Institutional Group Overview Net Revenues ($MM)2,4 Provides securities brokerage, trading, research, underwriting and $2,500 $2,152 corporate advisory services $2,000 Largest provider of U.S. Small & Mid Cap Equity Research $1,583 $1,536 4th largest U.S Investment bank by U.S. equity trading vol
Stifel Financial — Investor Presentation (November 2023) on 6ix