Oppenheimer Holdings, Inc.

Oppenheimer Holdings, Inc.

Oppenheimer Holdings, Inc.

Overview
Date Founded

1881

Headquarters

85 BROAD STREET, NEW YORK, NY, 10004

Type of Company

Public

Employees (Worldwide)

2,976

Industries

Investment Banking & Brokerage
Investment Services & Portfolio Management

Company Description

Oppenheimer Holdings Inc., through its Operating Subsidiaries, is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the securities industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), research, market-making, trust services and investment advisory and asset management services. The Company owns, directly or through subsidiaries, Oppenheimer & Co. Inc. ("Oppenheimer"), a New York-based securities broker-dealer, Oppenheimer Asset Management Inc. ("OAM"), a New York-based investment advisor, Freedom Investments, Inc. ("Freedom"), a discount securities broker-dealer based in New Jersey with a representative office located in Beijing, China, Oppenheimer Trust Company ("Oppenheimer Trust"), a Delaware limited purpose bank, OPY Credit Corp., a New York corporation, organized to trade and clear syndicated corporate loans, and Oppenheimer Multifamily Housing & Healthcare Finance, Inc. ("OMHHF"), a Federal Housing Administration ("FHA")-approved mortgage company based in Pennsylvania. The Company’s international businesses are carried on through Oppenheimer Europe Ltd. (United Kingdom), Oppenheimer Investments Asia Limited (Hong Kong), and Oppenheimer Israel (OPCO) Ltd. (Israel). Oppenheimer Holdings Inc. was originally incorporated under the laws of British Columbia. Pursuant to its Certificate and Articles of Incorporation, effective on May 11, 2005, the Company’s legal existence was continued under the Canada Business Corporations Act. Effective May 11, 2009, the Company changed its jurisdiction of incorporation from the federal jurisdiction of Canada to the State of Delaware in the United States with the approval of its shareholders.

Contact Data
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Executives & Employees

Chief Executive Officer

Chief Financial Officer

Corporate Secretary

Executive Director Investments

Executive Director Investments

Chief Marketing Officer & Managing Director

Chief Executive Officer-Head of Investment Banking

Head of Monitoring

Managing Director European Head of Legal

Senior Director Investments

Board of Directors

Chief Executive Officer at Oppenheimer Holdings, Inc.

Founder at Entitle Direct Group, Inc.

Director at CI Investments, Inc.

Former Senior Audit Partner at Deloitte & Touche LLP

Former Senior Managing Director & Chief Operating Officer at Guggenheim Securities LLC

Former Senior Vice President, Business Development at SEACOR Holdings, Inc.

Senior Managing Director, Head of US Investment Banking & Chair, Management Committee at Oppenheimer & Co., Inc.

Managing Partner at RLR Strategic Partners LLC

Former President, Treasurer & Principal Financial & Accounting Officer at Oppenheimer & Co., Inc.

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Owners & Shareholders
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Greenwich Wealth Management is a SEC Registered Investment Advisor located in Greenwich, Connecticut. As a privately owned boutique we create innovative and personalized solutions for each client without the need to promote internal products. Our clients benefit from our dedication to personal attention, custom-tailored investment strategies and state of the art global electronic trading technology. Greenwich Wealth Management also maintains numerous relationships with many large banks, brokers and investment professionals throughout the world, affording access to many sophisticated investment products and opportunities. Greenwich Wealth Management’s investment advisory services are offered to high net worth individuals, families, trusts, estates and charitable organizations for a fixed fee or as a percentage of assets under management.

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Perritt Capital Management (PCM) specializes in small-cap investment strategies for individual and institutional investors. Though not limited by sector, the firm tends to invest in the stocks of US small-cap companies in the electronic technology, industrial services and healthcare services sectors. PCM maintains a very low turnover rate.The firm offers a small-cap strategy to institutional clients that seek above average long-term investment returns. The Perritt Smaller Company strategy seeks to capture the benefits of investing in fundamentally sound, small-cap companies through bottom-up, fundamental stock selection. Their investment selection process begins with a universe of approximately 5,000 publicly-traded companies with market-cap of $50 million to $500 million. PCM's investment ideas are derived from a variety of sources, including in-house fundamental research and relationships with research firms and regional brokers. Ideas are subjected to a 9-step assessment that is based on investment fundamentals including strong balance sheets, positive cash flows and expanding profitability. Companies that meet these criteria are then qualitatively analyzed through discussions with operating management and additional in-house research. The firm seeks to identify companies with niche businesses, competitive advantages, strong market shares and proven management teams. Final selections are based on a set of valuation metrics targeting upward trends in revenue and cash flow, positive earnings and long-term growth potential . Sell decisions are based on valuations, weakened fundamentals or a market-cap approaching $1.5 billion. PCM maintains a diversified portfolio of long-term holdings. The portfolio invests in the stocks of 100 or more companies across all industries and sectors. Positions generally range from .5% to 1.5% of the portfolio's assets and may be reduced if they exceed 3%. Investment time horizons are 3 to 5 years and the portfolio strives to keep turnover low, averaging 20% to 30% annually.PCM's mutual funds seek to capitalize on investments in small-cap companies through the use of bottom-up, fundamental stock selection. The firm believes that investments in fundamentally and financially sound small-cap companies can enhance growth potential and decrease downside risk.The Perritt MicroCap Opportunities Fund invests in a diversified portfolio of the stocks of companies with market-cap of $500 million or less. The fund invests in micro-cap companies that have the potential for long-term capital appreciation based on superior or niche products or services, favorable operating characteristics, superior management teams and/or other exceptional factors. The fund invests in a mix of both value and growth stocks.The Perritt Emerging Opportunities Fund invests in a diversified portfolio of the stocks of companies with market-cap of $300 million or less. The fund invests in very small companies that have a significant percentage of stock owned by management, low levels of long-term debt, above average revenue and earnings growth rates that possess reasonable valuations based on the ratios of price-to-sales, price-to-earnings and price-to-book values.PCM offers separately managed accounts for investors using asset allocation and/or small-cap equity strategies.

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Greenwich Wealth Management is a SEC Registered Investment Advisor located in Greenwich, Connecticut. As a privately owned boutique we create innovative and personalized solutions for each client without the need to promote internal products. Our clients benefit from our dedication to personal attention, custom-tailored investment strategies and state of the art global electronic trading technology. Greenwich Wealth Management also maintains numerous relationships with many large banks, brokers and investment professionals throughout the world, affording access to many sophisticated investment products and opportunities. Greenwich Wealth Management’s investment advisory services are offered to high net worth individuals, families, trusts, estates and charitable organizations for a fixed fee or as a percentage of assets under management.

Recent Transactions
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Walker & Dunlop, Inc. purchases Oppenheimer Multifamily Housing & Healthcare Fin, Inc. /Mtge from Oppenheimer Holdings, Inc.

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CF Group Management, Inc., Berkeley Point Capital LLC purchase Oppenheimer Multifamily Housing & Healthcare Finance, Inc. from Oppenheimer Holdings, Inc.

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FOLIOfn, Inc., Jefferson Partners Management Corp., The Tokarz Group Advisers LLC purchase BUYandHOLD Securities Corp. from Oppenheimer Holdings, Inc.

Transaction Advisors
Accountant

Advised onOppenheimer Holdings, Inc. purchases Canadian Imperial Bk of Commce /Private Client & Asset Mgmt from Canadian Imperial Bank of Commerce

Legal Advisor

Advised onOppenheimer Holdings, Inc. purchases Canadian Imperial Bk of Commce /Private Client & Asset Mgmt from Canadian Imperial Bank of Commerce

Investment Advisor

Advised onOppenheimer Holdings, Inc. purchases Canadian Imperial Bk of Commce /Private Client & Asset Mgmt from Canadian Imperial Bank of Commerce

Advisors & Consultants
Legal Advisor

Partner at Borden Ladner Gervais LLP

Legal Advisor

Partner at White & Case LLP

Advisor

Managing Partner at Regatta Research & Money Management LLC

Clients

Accenture solves their clients' toughest challenges by providing unmatched services in strategy, consulting, digital, technology and operations. They partner with more than three-quarters of the Fortune Global 500, driving innovation to improve the way the world works and lives. With expertise across more than 40 industries and all business functions, they deliver transformational outcomes for a demanding new digital world.

Founded in 1979, Addus HealthCare is a nationally recognized provider of high quality health care services. Addus provides comprehensive health care services including skilled nursing, personal care aides, and rehabilitation. Addus HealthCare currently holds over 450 home care contracts throughout the country. The company provides health care services to over 25,000 weekly consumers from 129 offices in 19 states.

Meredith Corp. engages in television broadcasting and magazine advertising business. It operates through the Local Media and National Media business segments. The Local Media segment includes television stations and offers websites, mobile-optimized websites, and mobile applications. The National Media segment consists of national consumer media brands delivered via multiple media platforms including print magazines and digital and mobile media, brand licensing activities, database-related activities, and business-to-business marketing products and services. The company was founded by Edwin Thomas Meredith in 1902 and is headquartered in Des Moines, IA.

Key Stats and Financials As of 2019
Market Capitalization
$356M
Total Enterprise Value
$983M
Earnings Per Share
$3.82
Revenue
$1.03B
Net Profit
$53M
Total Equity
$593M
Three Year Compounded Annual Growth Rate Of Revenue
6.34%
Five Year Compounded Annual Growth Rate Of Revenue
0.71%
Investors
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Suppliers
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Callidus Software, Inc. provides cloud-based sales, marketing, learning and customer experience solutions. It offers a suite of Software-as-a-Service solutions that identifies leads, trains personnel, implements territory and quota plans, enables sales forces, automates configuration pricing and quoting, manages contracts, streamlines sales compensation, captures customer feedback, and provides predictive analytics for competitive advantage. The firm's products include sales performance management, sales automation, execution and customer engagement. The company was founded in 1996 and is headquartered in Dublin, CA.

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