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      Financial Services Investment Banking

      An innovative perspective. A different kind of firm.

      From creative business solutions to analysis of the latest market trends, the Financial Services Investment Banking group at Raymond James wields considerable expertise for its financial services industry clients and has been involved in more than 360 completed transactions since 2011. Our disciplined senior bankers stay immersed in transactions and average more than 16 years of experience across all sectors of the financial services industry. A personalized, client-centric approach to a full array of business services remains a hallmark of our group and of Raymond James.

      Recent Transactions

      Senior Banking Team

      John Roddy Bio Pic
      John Roddy
      Managing Director, Head of Financial Services
      New York
         
      Read Bio
      Peter Nesvold
      Peter Nesvold
      Chief Operating Officer, Financial Services Investment Banking
      New York
         
      Read Bio
      Patrick DeLacey
      Patrick T. DeLacey
      Vice Chairman of Investment Banking
      St. Petersburg
         
      Read Bio
      Richard Durkes
      Richard Durkes
      Vice Chairman of Investment Banking
      Chicago
         
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      Jeff Brand
      Managing Director
      Chicago
         
      Read Bio
      Chris Choate
      Christopher W. Choate
      Managing Director
      St. Petersburg
         
      Read Bio
      Aaron DiRusso
      Aaron C. DiRusso
      Managing Director
      San Francisco
         
      Read Bio
      Steve Egli
      Steven J. Egli
      Managing Director
      San Francisco
         
      Read Bio
      Larry Herman
      Larry Herman
      Managing Director
      Memphis
         
      Read Bio
      Ed Higham
      Managing Director
      New York
         
      Read Bio
      Jonathan Knauss
      Jonathan Knauss
      Managing Director
      Chicago
         
      Read Bio
      Sean Martin
      Sean Martin
      Managing Director
      Toronto
         
      Read Bio
      Michael Mayes
      Michael T. Mayes
      Managing Director
      New York
         
      Read Bio
      Elizabeth Nesvold
      Managing Director, Head of Asset & Wealth Management Investment Banking
      New York
         
      Read Bio
      Sanjay Patel
      Sanjay Patel
      Managing Director
      Chicago
         
      Read Bio
      Stuart Sweeney
      Stuart Sweeney
      Managing Director
      London
         
      Read Bio
      Bob Toma
      Robert J. Toma
      Managing Director
      Chicago
         
      Read Bio
      Bill Wagner
      William Wagner
      Managing Director
      Raleigh
         
      Read Bio
      Michael Walker
      Michael J. Walker
      Managing Director
      Chicago
         
      Read Bio
      Dan Weber
      Daniel Weber
      Managing Director
      Chicago
         
      Read Bio
      J.P. Young
      Managing Director
      Chicago
         
      Read Bio
      Brian Nestor
      Brian Nestor
      Director
      St. Petersburg
         
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      Matt Paramore
      Director
      Raleigh
         
      Read Bio
      Calvin Chau
      Vice President
      Boston
         
      Read Bio
      Brandon Van Heyde
      Brandon Van Heyde
      Vice President
      Chicago
         
      Read Bio
      Matt Polanin
      Vice President
      Chicago
         
      Read Bio
      Michael Sumbs
      Vice President
      Raleigh
         
      Read Bio
      Allan Jean
      Allan Jean
      Director of Mutual Services
      Raleigh
         
      Read Bio

      Locations

      ATLANTA
      3414 Peachtree Road NE
      Suite 500
      Atlanta, GA 30326
      P: +1.404.442.5800

      BOSTON
      225 Franklin Street
      Suite 2200
      Boston, MA 02110
      P: +1.617.624.7000

      CHICAGO
      222 South Riverside Plaza
      7th Floor
      Chicago, IL 60606
      P: +1.312.612.7785

      LONDON
      11 Hanover Square
      London, UK W1S 1JJ
      P: +44.20.3798.5700

      MEMPHIS
      50 N. Front Street
      Memphis, TN 38103
      P: +1.901.524.4100

      NEW YORK
      3 Columbus Circle
      Suite 2220
      New York, NY 10019
      P: +1.212.883.9400

      RALEIGH
      4000 WestChase Boulevard
      Suite 500
      Raleigh, NC 27607
      P: +1.919.755.2600

      SAN FRANCISCO
      One Embarcadero Center
      Suite 650
      San Francisco, CA 94111
      P: +1.415.616.8900

      ST. PETERSBURG
      880 Carillon Parkway
      St. Petersburg, FL 33716
      P: +1.727.567.5012

      TORONTO
      Suite 5300
      40 King Street West
      Scotia Plaza, PO Box 415
      Toronto, ON
      Canada M5H 3Y2
      P: +1.877.363.1024

      Transaction history may include a transaction completed by a Raymond James banker while at a former firm.

      Recent News

      Investment Banking  |  November 1, 2019

      Raymond James adds James Kim to Health Care Investment Banking

      Read More about Raymond James adds James Kim to Health Care Investment Banking
      Investment Banking  |  October 23, 2019

      Raymond James adds multiple professionals to Financial Services Investment Banking practice

      Read More about Raymond James adds multiple professionals to Financial Services Investment Banking practice
      Investment Banking  |  October 16, 2019

      Raymond James and Amegy Bank form strategic alliance to expand lending, investment banking, and capital markets capabilities to energy clients

      Read More about Raymond James and Amegy Bank form strategic alliance to expand lending, investment banking, and capital markets capabilities to energy clients
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