Raymond James & Associates
Investments
13Portfolio Exits
6Funds
1Partners & Customers
10About Raymond James & Associates
Raymond James (NYSE: RJF) is a diversified financial services holding company with subsidiaries engaged primarily in investment and financial planning, in addition to investment banking and asset management. The company offers both investment banking and wealth management advisory. It caters to industry sectors that include consumer and retail, energy, financial services, health care, industrials, real estate, security, defense, government services, technology and services, transport, and infrastructure sectors. The company was founded in 1962 and is based in St. Petersburg, Florida.
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Latest Raymond James & Associates News
May 20, 2023
byThe Sentinel-Record|Today at 1:01 a.m. HOT SPRINGS — The Hot Springs School Board on Tuesday adopted a resolution authorizing the issuance and delivery of a $25,590,000 construction bond to finance construction of a new high school. Ray Beardsley, senior vice president for First Security Beardsley Public Finance, said Bank of America Securities won the low bid with a true interest cost of 3.779637%. Of the eight bidders, Raymond James & Associates Inc. followed at 3.861259% and Carty & Company Inc. offered 3.877861%. He noted that in previous discussions over the past several months, he told the board he expected the rate to fall somewhere between 3.85% and 4.35% “We’re definitely below that, so we’re tickled to death,” he said. “The winning bid has a right to appoint whoever’s to serve as trustee. That’s where the school district makes their bond payments, so Bank of America appointed US Bank in Brandon, Miss., to serve as trustee.” US Bank will receive $25,167,209.20 in good faith deposit, he noted, and $110,680 will go toward the finance company and attorney fees. The district has 36 months to spend $25,056,529.20. The district will close on June 1 at 10 a.m. at Friday, Eldredge & Clark LLP in Little Rock. The first bond payment of $452,056 will be received by the trustee on Dec. 1. ADVERTISEMENT
Raymond James & Associates Investments
13 Investments
Raymond James & Associates has made 13 investments. Their latest investment was in Dreamscape Companies as part of their Unattributed on February 2, 2023.
Raymond James & Associates Investments Activity
Date | Round | Company | Amount | New? | Co-Investors | Sources |
|---|---|---|---|---|---|---|
2/15/2023 | Unattributed | Dreamscape Companies | Yes | 4 | ||
1/8/2019 | Line of Credit | Vaquero Midstream | $225M | Yes | 2 | |
1/9/2018 | Line of Credit | MOD Pizza | $40M | Yes | 3 | |
6/2/2014 | Line of Credit - II | |||||
5/14/2013 | Debt |
Date | 2/15/2023 | 1/8/2019 | 1/9/2018 | 6/2/2014 | 5/14/2013 |
|---|---|---|---|---|---|
Round | Unattributed | Line of Credit | Line of Credit | Line of Credit - II | Debt |
Company | Dreamscape Companies | Vaquero Midstream | MOD Pizza | ||
Amount | $225M | $40M | |||
New? | Yes | Yes | Yes | ||
Co-Investors | |||||
Sources | 4 | 2 | 3 |
Raymond James & Associates Portfolio Exits
6 Portfolio Exits
Raymond James & Associates has 6 portfolio exits. Their latest portfolio exit was Raymond James - Westside Wealth Management on August 17, 2022.
Date | Exit | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Acquirer | Sources |
|---|---|---|---|---|---|
8/17/2022 | Divestiture | Raymond James - Westside Wealth Management | 2 | ||
Date | 8/17/2022 | ||||
|---|---|---|---|---|---|
Exit | Divestiture | ||||
Companies | Raymond James - Westside Wealth Management | ||||
Valuation | |||||
Acquirer | |||||
Sources | 2 |
Raymond James & Associates Acquisitions
12 Acquisitions
Raymond James & Associates acquired 12 companies. Their latest acquisition was Solus Trust on December 06, 2022.
Date | Investment Stage | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Total Funding | Note | Sources |
|---|---|---|---|---|---|---|
12/6/2022 | Acquired | 4 | ||||
6/1/2022 | Other | $121.18M | Acq - P2P | 5 | ||
10/21/2021 | Growth Equity | $100M | Acq - Pending | 6 | ||
7/29/2021 | ||||||
5/25/2021 |
Date | 12/6/2022 | 6/1/2022 | 10/21/2021 | 7/29/2021 | 5/25/2021 |
|---|---|---|---|---|---|
Investment Stage | Other | Growth Equity | |||
Companies | |||||
Valuation | |||||
Total Funding | $121.18M | $100M | |||
Note | Acquired | Acq - P2P | Acq - Pending | ||
Sources | 4 | 5 | 6 |
Raymond James & Associates Fund History
1 Fund History
Raymond James & Associates has 1 fund, including Raymond James Capital Partners I LP.
Closing Date | Fund | Fund Type | Status | Amount | Sources |
|---|---|---|---|---|---|
8/1/1999 | Raymond James Capital Partners I LP | Buyouts & Acquisitions | Closed | $75M | 1 |
Closing Date | 8/1/1999 |
|---|---|
Fund | Raymond James Capital Partners I LP |
Fund Type | Buyouts & Acquisitions |
Status | Closed |
Amount | $75M |
Sources | 1 |
Raymond James & Associates Partners & Customers
10 Partners and customers
Raymond James & Associates has 10 strategic partners and customers. Raymond James & Associates recently partnered with Liberum on October 10, 2022.
Date | Type | Business Partner | Country | News Snippet | Sources |
|---|---|---|---|---|---|
10/17/2022 | Supplier | United Kingdom | Agreement with Raymond James strengthens distribution capabilities The firm 's broad , high quality research footprint and best-in-class sales and trading team make Liberum a natural fit for forging a strong relationship with Raymond James & Associates Inc . '' | 1 | |
7/28/2022 | Partner | United States | Steward Partners leaves Raymond James but retains it as custodian `` While we expect a majority of Steward Partners partner teams will continue to custody with Raymond James & Associates , we are excited to also offer a multicustodial option for the Steward Partners advisor teams , which will give them a wide array of options to serve clients with state-of-the-industry tools that will be a benefit to both their practices and clients , '' she said . | 1 | |
10/11/2021 | Partner | Canada | `` FindBob has been a tremendous and collaborative partner in bringing to life and customizing this extensive platform so that Raymond James Financial advisors can fully benefit from this comprehensive offering . '' | 2 | |
10/6/2021 | Vendor | ||||
9/15/2021 | Vendor |
Date | 10/17/2022 | 7/28/2022 | 10/11/2021 | 10/6/2021 | 9/15/2021 |
|---|---|---|---|---|---|
Type | Supplier | Partner | Partner | Vendor | Vendor |
Business Partner | |||||
Country | United Kingdom | United States | Canada | ||
News Snippet | Agreement with Raymond James strengthens distribution capabilities The firm 's broad , high quality research footprint and best-in-class sales and trading team make Liberum a natural fit for forging a strong relationship with Raymond James & Associates Inc . '' | Steward Partners leaves Raymond James but retains it as custodian `` While we expect a majority of Steward Partners partner teams will continue to custody with Raymond James & Associates , we are excited to also offer a multicustodial option for the Steward Partners advisor teams , which will give them a wide array of options to serve clients with state-of-the-industry tools that will be a benefit to both their practices and clients , '' she said . | `` FindBob has been a tremendous and collaborative partner in bringing to life and customizing this extensive platform so that Raymond James Financial advisors can fully benefit from this comprehensive offering . '' | ||
Sources | 1 | 1 | 2 |
Raymond James & Associates Team
54 Team Members
Raymond James & Associates has 54 team members, including current Chief Executive Officer, Jamie Coulter.
Name | Work History | Title | Status |
|---|---|---|---|
Jamie Coulter | Chief Executive Officer | Current | |
Name | Jamie Coulter | ||||
|---|---|---|---|---|---|
Work History | |||||
Title | Chief Executive Officer | ||||
Status | Current |
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