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)

2,908

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

Corporate Secretary

Managing Director, Global Technology, Media & Communications Investment Banking

Professional

Board of Directors

Chief Executive Officer at Oppenheimer & Co., Inc.

Founder at Entitle Direct Group, Inc.

Managing Partner at RLR Strategic Partners LLC

Former Senior Audit Partner at Deloitte & Touche LLP

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

Managing Partner at Behrens Investment Group

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

Principal at Financial Risk Group, Inc.

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Oppenheimer Holdings, Inc.
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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JB Capital Partners’ primary method of analysis is fundamental and cash-flow analysis using valuation techniques based on a set of internal criteria and independent research which identifies undervalued companies or securities in relation to their market price.

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GFC buys and sells the stocks of companies that are organized in or conduct a significant portion of their business in a particular equity market or markets, such as the US, non-US developed markets, emerging markets, or so-called “frontier” markets. They generally buy and sell securities on the principal stock exchange or over-the counter market of the country in which the principal offices of the security’s issuer are located. The firm developed a systematic stock evaluation method, implemented through a proprietary technology platform. These tools, including a proprietary model and certain third-party models, analyze stocks and assist in their selection for investment or sale based on numerous criteria, including rate and stability of growth in earnings per share and cash-flow, relative company valuations, relative price strength, economic profitability, and earnings per share estimates.

Recent Transactions
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Oppenheimer Holdings, Inc., Oppenheimer & Co., Inc. purchase Brandis Tallman LLC

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

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

Insider Transactions
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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
Advisor

Partner at Deloitte & Touche LLP

Legal Advisor

Partner at White & Case LLP

Legal Advisor

Partner at Borden Ladner Gervais LLP

Key Stats and Financials As of 2020
Market Capitalization
$647M
Total Enterprise Value
$1.12B
Earnings Per Share
$9.3
Net Profit
$123M
Total Equity
$686M
Revenue
$1.2B
Enterprise Value / Sales
0.94x
TEVNet Income
9.12x
Debt TEV
0.66x
Total Debt
$742M
EBITDAMargin
18.19%
Enterprise Value EBITDAOperating
4.26x
EBITDA
$218M
Three Year Compounded Annual Growth Rate Of Revenue
9.22%
Non-Profit Donations & Grants
$5,000 - $10K
2004
$5,000 - $10K
2003
$5,000 - $10K
2003
Investors
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Suppliers
Callidus Software, Inc. Market & Policy Research | Dublin, CA

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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