On the Record · Raymond James Financial
Raymond James Financial acquisitions, on the record
The businesses Raymond James Financial bought and sold, as its annual reports describe them, with the cash it reported paying for acquisitions each year and every deal filing since 2016.
Deals its annual reports describe
| Business | Deal | When | Value |
|---|---|---|---|
Charles Stanley Group PLC ("Charles Stanley")Word for word“(1) These metrics include the impact from the acquisition of Charles Stanley, which was completed on January 21, 2022.” 10-K for 2023 | acquisition | January 21, 2022 | — |
TriState Capital Holdings, Inc. ("TriState Capital")Word for word“Our Bank segment results include the results of TriState Capital Bank since the acquisition date of June 1, 2022.” 10-K for 2023 | acquisition | June 1, 2022 | — |
SumRidge PartnersWord for word“partially offset by incremental revenues from SumRidge Partners, which was acquired on July 1, 2022.” 10-K for 2023 | acquisition | July 1, 2022 | — |
Chartwell Investment Partners ("Chartwell")Word for word“(1) Represents June 1, 2022 assets under management of Chartwell, a registered investment adviser acquired as part of the TriState Capital acquisition.” 10-K for 2023 | acquisition | June 1, 2022 | — |
Chartwell Investment PartnersWord for word“Represents June 1, 2022 assets under management of Chartwell, a registered investment adviser acquired as part of the TriState Capital acquisition.” 10-K for 2024 | acquisition | June 1, 2022 | — |
GreensLedge Holdings LLCWord for word“On October 14, 2025, we announced we had reached an agreement to acquire a majority stake in GreensLedge Holdings LLC (“GreensLedge”), a boutique investment bank specializing in structured credit and securitization.” 10-K for 2025 | agreed acquisition | October 14, 2025 | — |
| Fiscal year ended | Cash paid for acquisitions (net of cash acquired) | Goodwill from acquisitions |
|---|---|---|
| 2016-09-30 | $175.3 million | $95.4 million |
| 2017-09-30 | $0 | $0 |
| 2018-09-30 | $159 million | $69 million |
| 2019-09-30 | $5 million | $7 million |
| 2020-09-30 | $5 million | — |
| 2021-09-30 | $266 million | $193 million |
| 2022-09-30 | −$1.46 billion | $795 million |
| 2023-09-30 | $0 | $0 |
| 2024-09-30 | $0 | — |
Deal filings since 2016
- 2025-09-23 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2023-04-12 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2022-06-01 Form 8-K, Item 2.01: Completion of Acquisition or Disposition of Assets
- 2021-10-26 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2021-04-22 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2019-03-06 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2019-02-22 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2017-05-05 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2017-04-13 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2016-06-09 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
Read from Raymond James Financial’s annual reports (10-K for 2025, 10-K for 2024, 10-K for 2023) and the financial data it files with the SEC, as of 2025-11-25. Every quotation is word for word from the filing linked beside it; how these pages are built and checked. The full record is in its company data sheet.