Raymond James Financial, Inc.

Raymond James Financial, Inc.

Raymond James Financial, Inc.

Overview
Date Founded

1974

Headquarters

880 Carillon Parkway, ST PETERSBURG, FL 33716 USA

Type of Company

Public

Employees (Worldwide)

18.9K

Industries

Investment Banking & Brokerage
Investment Services & Portfolio Management

Company Description

More than a quarter of a century ago, Raymond James Financial Services, Inc. was founded with the mission to help our clients achieve their financial goals and dreams. We accomplish this through a comprehensive review of our clients’ investment objectives, combined with a conservative, long-term approach to asset allocation and a selection of superior financial products and services. It is this commitment to excellence that has made Raymond James Financial Services one of the nation’s premier investment management firms

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Executives & Employees

Chairman of the Board & Chief Executive Officer

Managing Partner, Glen D. Smith & Associates

Chief Financial Officer & Treasurer

Chief Operating Officer

Executive Vice President, General Counsel & Secretary

Chief Risk Officer

Chief Human Resources Officer

President & Chief Executive Officer, Raymond James & Associates Private Client Group

President & Chief Executive Officer Raymond James Bank

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Owners & Shareholders
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AP3 is an active, risk-averse, long-term manager which manages a diversified global portfolio that allocates assets across six risk categories: Equities, Fixed Income, Credits, Inflation, Currencies and Absolute Return Strategies. By investing in both listed and unlisted assets locally and globally, the firm has crafted a diversified portfolio that is more robust in periods of financial uncertainty. AP3 combines their investment decisions with a long, medium and short-term investment horizon yields high risk-adjusted returns, thus increasing the probability of achieving return targets. Their investment strategy is geared to achieving the annual target return of 4% in the long term. The firm also uses structured methods to change the composition of the portfolio by adjusting levels of risk to reflect prevailing market conditions. AP3’s investments are governed by the rules of the National Pension Insurance Funds (AP Funds) Act, partly in regard to how large a percentage of the capital may be invested in each type of asset: (1) at least 20 percent must be invested in fixed-income securities with a high credit rating, (2) no more than 40 percent may be invested in unlisted securities, (3) no more than 40 percent of assets may be exposed to foreign exchange risk, (4) the Fund may hold no more than 10 percent of the votes in any single listed company, (5) the Fund’s investments in regulated Swedish markets may not exceed 2 percent of the total market value, and (6) no investments in commodities may be made.

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Brave Warrior Advisors is a value manager that tends to invest in the stocks of mid-cap and large-cap companies in the electronic technology, consumer services, finance, health technology, healthcare services and transportation sectors. They invest primarily in the US and Europe.

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EARNEST Partners is an institutional investment firm with a global network that we believe enables us to see and to seize opportunities that other investors overlook or cannot access. The firm manages approximately $20 billion in assets for clients around the world, including corporate pension plans, state and municipal pension plans, jointly-trusteed plans, foundations, endowments and sovereign wealth funds. We also manage portfolios for high net worth individuals through the platforms of some of the largest broker dealers in the world. In addition to our separate account business, EARNEST Partners is the sole subadvisor for the Hancock Horizon Diversified International Fund, the Touchstone Total Return Bond Fund and the Harbor Small Cap Value Fund. The Firm manages Approximately $20 Billion in assets for clients around the world. Local Touch We are fundamental, bottom-up investors; our investment decisions focus on the merits of individual securities. We believe the best investment decisions are thoughtfully distilled from a pool of expertise, and we are pleased to offer our clients a team with the experience and the network to assess the relevant geopolitical issues, demographic trends and cultural considerations impacting our investments. As a component of our due diligence process, investment team members regularly perform company visits across the Americas, the Asia Pacific region, Western and Eastern Europe, the Middle East and the Sub-continent. Collectively, EARNEST Partners' stakeholders have lived and worked in dozens of countries, and are fluent in the language, commerce and culture of diverse economies that represent a significant portion of the world's economic value and future growth. We believe that identifying the most attractive investment opportunities takes the proper focus: a global focus.

Recent Transactions
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Raymond James Ltd. - Canada, Raymond James Financial, Inc. purchase Oak Trust Co. (Canada)

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P10 Holdings, Inc. purchases Five Points Capital, Inc. (North Carolina) from Truist Financial Corp.

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Accenture Plc, Avanade, Inc. purchase Altius Consulting Ltd. from Cloudpoint Ltd.

Insider Transactions
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Transaction Advisors
Investment Advisor

Advised onRaymond James Financial, Inc. purchases Morgan keegan & Co. LLC from Regions Financial Corporation

Accountant

Advised onRaymond James Financial, Inc. purchases Goepel McDermid, Inc.

Auditor

Advised onRaymond James Financial, Inc. issued USD Common Stock

Legal Advisor

Advised onRaymond James Financial, Inc. purchases Morgan keegan & Co. LLC from Regions Financial Corporation

Associate

Advised onRaymond James Financial, Inc. purchases Morgan keegan & Co. LLC from Regions Financial Corporation

Attorney

Advised onTA Associates Management, L.P., Vista Equity Partners Management LLC, Aptean, Inc. purchase Sanderson Group Ltd.

Advisors & Consultants
Legal Advisor

Partner at Gibson, Dunn & Crutcher LLP

Legal Advisor

Co-Chair, Israel Practice at Greenberg Traurig LLP

Legal Advisor

Partner, Head of US Technology at Freshfields Bruckhaus Deringer LLP

Clients

Pinnacle Financial Partners is a full-service financial services firm with almost $5 billion in assets. Headquartered in Nashville, Pinnacle was founded in 2000. In 2007, Pinnacle launched a de novo expansion into Knoxville, another high growth Tennessee market. Today Pinnacle is the second-largest bank holding company headquartered in Tennessee, with 29 offices in eight Middle Tennessee counties and three in Knoxville. In 2012 Forbes named Pinnacle one of “America’s Most Trustworthy Companies.” The magazine and GMI Ratings examined more than 8,000 companies traded on U.S. exchanges with market caps of $250 million or more to find the 100 most transparent and trustworthy. Pinnacle also received Greenwich Excellence Awards in 2010 and 2011 for the second consecutive year for overall satisfaction in middle market and small business banking

First Hawaiian, Inc. is a bank holding company, which engages in the provision of banking services to consumer and commercial customers, including deposit products, lending services, and wealth management and trust services through its subsidiary First Hawaiian Bank. It operates through the following business segments: Retail Banking, Commercial Banking, and Treasury and Other. The Retail Banking segment offers residential and commercial mortgage loans, home equity lines of credit, automobile loans and leases, personal lines of credit, installment loans, and small business loans and leases; deposits such as checking, savings and time deposit accounts to consumers, small businesses and certain commercial customers. The Commercial Banking segment provides corporate banking, residential and commercial real estate loans, commercial lease financing, auto dealer financing, deposit products and credit cards that they provide primarily to middle market and large companies in Hawaii, Guam, Saipan, and California. The Treasury and Other segment relates to treasury business, which consists of corporate asset and liability management activities, including interest rate risk management; as well as organizational units such as technology, operations, credit and risk management, human resources, finance, administration, marketing, and corporate and regulatory administration. The company was founded in 1858 and is headquartered in Honolulu, HI.

TowneBank engages in the provision of retail and commercial banking services to individuals and small and medium size businesses. It operates through the following segments: Banking, Realty, and Insurance. The Banking segment offers loan and deposit services to retail and commercial customers. The Realty segment focuses on the provision of residential real estate services and originations of a variety of mortgage loans. The Insurance segment includes the provision of full-service commercial and retail insurance, employee benefit services, and travel insurance. The company was founded by R. Scott Morgan on September 3, 1998 and is headquartered in Portsmouth, VA.

Key Stats and Financials As of 2019
Market Capitalization
$10.7B
Total Enterprise Value
$30.9B
Earnings Per Share
$7.17
Revenue
$7.99B
Total Equity
$6.64B
Net Profit
$1.03B
Enterprise Value / Sales
3.87x
Debt TEV
0.82x
TEVNet Income
29.96x
Total Debt
$25.2B
EBITDAMargin
20.07%
Enterprise Value EBITDAOperating
19.29x
EBITDA
$1.6B
Three Year Compounded Annual Growth Rate Of Revenue
13.1%
Non-Profit Donations & Grants
$1,000 - $2,499
2018
$1,000 - $2,499
2018
Political Donations
$250
2004
$250
2004
Suppliers
GBST Holdings Ltd. IT Consulting & Services | Brisbane, Australia

GBST Holdings Ltd. engages in the provision of financial technology services. It specializes in broking and wealth solutions. The company was founded by John Francis Puttick in 1983 and is headquartered in Brisbane, Australia.

Parkway, Inc. Pension Funds & Sovereign Wealth | Houston, TX

Parkway, Inc. operates as a real estate investment trust company. It engages in the ownership, acquisition, development, and leasing of class A office properties in Houston, Texas. The company was founded on June 3, 2016 and is headquartered in Houston, TX.

Box, Inc. Computer Software | Redwood City, CA

Box, Inc. engages in the provision of enterprise content platform that enables organizations to securely manage enterprise content while allowing easy, secure access and sharing of this content from anywhere, on any device. Its products include cloud content management, IT and admin controls, box governance, box zones, box relay, box shuttle, box keysafe and automations. The company was founded by Aaron Levie, Dylan Smith, Jeff Queisser and Sam Ghods in April 2005 and is headquartered in Redwood City, CA.

Competitors
Morgan Stanley Investment Banking & Brokerage - New York, NY

Morgan Stanley operates as a global financial services company. The firm provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following business segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors. The Wealth Management segment offers brokerage and investment advisory services covering various types of investments, including equities, options, futures, foreign currencies, precious metals, fixed-income securities, mutual funds, structured products, alternative investments, unit investment trusts, managed futures, separately managed accounts, and mutual fund asset allocation programs. The Investment Management segment provides equity, fixed income, alternative investments, real estate, and merchant banking strategies. The company was founded by Harold Stanley and Henry S. Morgan on September 16, 1935 and is headquartered in New York, NY.

Bank of America Corp. Retail & Commercial Banking - Charlotte, NC

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, Global Markets, and All Other. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses. The Global Wealth and Investment Management provides client experience through a network of financial advisors focused on to meet their needs through a full set of investment management, brokerage, banking, and retirement products. The Global Banking segment deals with lending-related products and services, integrated working capital management and treasury solutions to clients, and underwriting and advisory services. The Global Markets segment includes sales and trading services, as well as research, to institutional clients across fixed-income, credit, currency, commodity, and equity businesses. The All Other segment consists of asset and liability management activities, equity investments, non-core mortgage loans and servicing activities, the net impact of periodic revisions to the mortgage servicing rights (MSR) valuation model for both core and non-core MSRs, other liquidating businesses, residual expense allocations and other. The company was founded by Amadeo Peter Giannini in 1904 is headquartered in Charlotte, NC.

Wells Fargo & Co. Retail & Commercial Banking - Minneapolis, MN

Wells Fargo & Co. is a diversified, community-based financial services company. It is engaged in the provision of banking, insurance, investments, mortgage, and consumer and commercial finance. It firm operates through the following segments: Community Banking, Wholesale Banking, Wealth & Investment Management, and Other. The Community Banking segment offers complete line of diversified financial products and services for consumers and small businesses including checking and savings accounts, credit and debit cards, and automobile, student, and small business lending. The Wholesale Banking segment provides financial solutions to businesses across the United States and globally. The Wealth and Investment Management segment includes personalized wealth management, investment and retirement products and services to clients across U.S. based businesses. The Other segment refers to the products of WIM customers served through community banking distribution channels. The company was founded by Henry Wells and William G. Fargo on March 18, 1852 and is headquartered in San Francisco, CA.

Awards & Honors
Rank #482
2016
Fortune Magazine - Fortune 1000 Companies
Sponsored by Fortune Magazine
Rank #482
2016
Fortune Magazine - Fortune 500 Companies
Sponsored by Fortune Magazine
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