Stifel Financial Corporation · NYSE:SF
Stifel Financial — KBW Winter Financial Services Conference 2023
10 slides from Stifel Financial's conference presentation, Feb 15, 2023
Slide 1: KBW Winter Financial Services Conference
KBW Winter Financial Services Conference February 15-17, 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: 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 4: A Diversified Growth Company
A Diversified Growth Company Net Revenue1 Earnings Per Share1,2 $5,000 $4,737 $8.00 2015 – LTM CAGR: 9% $4,391 2015 – LTM CAGR: 24% $7.08 $4,500 $7.00 $4,000 $3,752 $6.00 $5.74 $3,500 $3,337 $2,928 $3,025 $5.00 $4.56 $3,000 $2,580 $4.07 millions $2,500 $2,332 $4.00 $3.52 $2,000 $3.00 $2.66 $1,500 $2
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 2022 GAAP Net Revenue - $4.4 billion Global Wealth Management (GWM) Institutional Group (IG) 2022 Net Revenue - $2.8 billion 2021 Net Revenue - $1.5 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 2,344 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 (millions) (1)(2) Acquired FirstService Bank, a St. Louis-based, Missouri- Total assets $29,318 chartered commercial bank, in April 2007 Total deposits 27,117 Stifel Financial became a bank holding company and Total equity 2,072 financial servic
Slide 10: Institutional Group
Institutional Group Overview Net Revenues ($MM)(2) Provides securities brokerage, trading, research, underwriting and $2,200 $2,152 corporate advisory services $2,000 $1,800 $1,583 $1,536 Largest provider of U.S. Small & Mid Cap Equity Research $1,600 $1,400 $1,214 4th largest U.S Investment ban
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