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)

18.6K

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

Contact Data
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Executives & Employees

Chairman of the Board & Chief Executive Officer

Chief Executive Officer

Managing Partner, Glen D. Smith & Associates

Chief Financial Officer

Chief Financial Officer

Executive Vice President, General Counsel & Secretary

Chief Risk Officer

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

President & Chief Executive Officer Raymond James Bank

Board of Directors

Chairman of the Board & Chief Executive Officer at Raymond James Financial, Inc.

Former Director & Vice Chairman, Executive Vice President of Raymond James & Associates, Inc at Raymond James Financial, Inc.

Professional at Dominion Energy, Inc.

Partner & Chief Operating Officer at New Vernon Capital LLC

Chairwoman at Big Sunday

Professional at US Foods Holding Corp.

President at Highway Safety Devices, Inc.

Professional at Raymond James Financial, Inc.

Head, Finance Unit at Harvard University - Harvard Business School

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Raymond James Financial, Inc.
Owners & Shareholders
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VGI performs fundamental analysis to select investments primarily in equity securities, but also in private equity and other financial instruments. The firm invests in companies around the world that operate in a wide range of industries. They use leverage to magnify the effects of its investment selections. In their fundamental approach to investment selection for the funds, VGI generally performs a number of tasks that may include the following: detailed review of a company's products and services; market analyses to estimate the size of the future market for such products and services; interviews with a company's management team; discussions with a company's current and potential customers and competitors; consultation with industry experts; and where appropriate, a review of the macroeconomic, regulatory and technological dynamics affecting a company's prospects. They may also discuss their investment research and analysis with other industry participants. They also analyzes a company's financial information, paying particular attention to its assets, return on capital, consistency of earnings growth, organic revenue growth and free cash-flow generation.

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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.

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Palestra Capital Management manages private funds using fundamental, research intensive analytic processes. The firm primarily makes long and short investments in equities, and also selectively invests in credit and derivative opportunities. Palestra seeks to own securities they believe trade at a significant discount to intrinsic value and to sell short securities they believe trade at a premium to intrinsic value.

Recent Transactions
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Infront ASA purchases vwd Vereinigte Wirtschaftsdienste GmbH from Vienna GmbH

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Command Center, Inc. purchases Hire Quest LLC

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Warburg Pincus LLC, CDP Capital Private Equity, Wendel SA (Private Equity), Allied Universal Manager LLC purchase Securadyne Systems Texas LLC from Pamlico Capital Management LP

Transaction Clients
Investment Advisor

Advised on Extraction Oil & Gas, Inc. purchases Bayswater Exploration & Production LLC /Wattenberg Assets from Bayswater Exploration & Production LLC

Investment Advisor

Advised on Texoma Transportation & Crude Marketing LLC purchases CP Energy LLC

Investment Advisor

Advised on Xius Holding Corp. purchases PureSight, Inc.

Insider Transactions
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Transaction Advisors
Investment Advisor

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

Accountant

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

Auditor

Advised onRaymond James Financial, Inc. issued Common Stock

Legal Advisor

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

Legal Advisor

Advised onCubic Corp. issued USD Common Stock

Attorney

Advised onCubic Corp. issued USD Common Stock

Advisors & Consultants
Legal Advisor

Partner at Wilson Sonsini Goodrich & Rosati PC

Legal Advisor

Partner at Gibson, Dunn & Crutcher LLP

Legal Advisor

Co-Chair, Israel Practice at Greenberg Traurig LLP

Clients

Since its founding in 1990, Apollo has grown to become one of the world's largest alternative investment managers. As of June 30, 2012, we had total assets under management of $105 billion, with a team of 616 employees located in ten offices around the world. We attribute our success to our key competitive strengths: our investment process and approach to investing, which incorporates our flexibility to invest throughout market cycles and across the capital structure, our deep industry expertise and focus on complex transactions, our investment edge which creates proprietary investment opportunities, and our collaboration with portfolio company management teams; our integrated business model which combines the strength of our private equity, credit-oriented capital markets, and real estate platforms, and also includes a dedicated Natural Resources Fund; our long-standing investor relationships which include many of the world’s most prominent pension and endowment funds, financial institutions and individuals; our long-term capital base; our strong management team and reputation; and our alignment of interests with investors in our funds and shareholders. We operate our businesses in an integrated manner, which we believe distinguishes us from other alternative investment managers. Our investment professionals frequently collaborate and share information across disciplines including market insight, management, banking and consultant contacts as well as potential investment opportunities, which contributes to our library of industry knowledge and enables us to invest successfully across a company’s capital structure. The integrated Apollo platform and the experience of our investment team have enabled us to deliver strong long-term investment performance in our funds throughout a range of economic cycles. Our investment approach is value-oriented, focusing on industries in which we have considerable knowledge, and emphasizing downside protection and the preservation of capital. We are frequently contrarian in our investment approach, which is reflected in a number of ways, including: our willingness to invest in industries that our competitors typically avoid; the often complex structures we employ in some of our investments, including our willingness to pursue difficult corporate carve-out transactions; our experience investing during periods of uncertainty or distress in the economy or financial markets; our orientation towards sole-sponsored transactions; and our willingness to undertake transactions that have substantial business, regulatory or legal complexity. We have successfully applied this investment philosophy since Apollo's founding, allowing us to identify what we believe to be attractive investment opportunities, deploy capital across the balance sheet of industry leading businesses, and create value for our investors throughout economic cycles.

Reliance Industries Ltd. engages in hydrocarbon exploration and production, petroleum refining and marketing, petrochemicals, retail, and telecommunications. It operates through the following segments: Refining, Petrochemicals, Oil and Gas, Organised Retail, Digital Services, and Others. The Refining segment includes the production and marketing operations of the petroleum products. The Petrochemicals segment refers to the manufacture and marketing operations of petrochemical products. Oil and Gas segment consists of exploration, development and production of crude oil and natural gas. The Organised Retail segment comprises of organized retail business.The Digital Services segment refers to provision of digital services. The Others segment engages in Media, SEZ development, and textile business. The company was founded by Dhirubhai Hirachand Ambani in 1966 and is headquartered in Mumbai, India.

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.

Key Stats and Financials As of 2018
Market Capitalization
$12.3B
Total Enterprise Value
$30.6B
Earnings Per Share
$5.75
Revenue
$7.46B
Total Equity
$6.45B
Net Profit
$855M
Total Debt
$23B
Enterprise Value Sales
4.1x
TEVNet Income
35.76x
Debt TEV
0.75x
EBITDAMargin
20.36%
Enterprise Value EBITDAOperating
20.14x
EBITDA
$1.52B
Three Year Compounded Annual Growth Rate Of Revenue
12.44%
Five Year Compounded Annual Growth Rate Of Revenue
10.32%
Non-Profit Donations & Grants
Political Donations
$250
2004
$250
2004
Suppliers
GBST Holdings Ltd. IT Consulting & Services | Brisbane, QL

GBST Holdings Ltd. engages in the provision of global technology services to financial services industry. It operates through the following geographical segments: Australia, United Kingdom, and Rest of the World. The Australia segment comprises of Capital Markets and Wealth Management. The United Kingdom segment provides end to end funds administration and management software to the Wealth Management industry in the United Kingdom. The Rest of the World segment covers Capital Markets operations in North America, Asia and United Kingdom. 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 March 2005 and is headquartered in Redwood City, CA.

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

Morgan Stanley 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 - SAN FRANCISCO, CA

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. The 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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