On the Record · Stifel Financial
Stifel Financial acquisitions, on the record
The businesses Stifel 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 |
|---|---|---|---|
ACXIT Capital PartnersWord for word“On July 1, 2022, the Company acquired ACXIT Capital Partners, a leading independent corporate finance and financial advisory firm serving European middle-market clients and entrepreneurs.” 10-K for 2023 | acquisition | On July 1, 2022 | — |
Torreya Partners LLCWord for word“On March 1, 2023, the Company acquired Torreya Partners LLC, a leading independent M&A and private capital advisory firm serving the global life sciences industry.” 10-K for 2023 | acquisition | On March 1, 2023 | — |
Sierra Pacific Securities, LLCWord for word“On August 1, 2023, the Company acquired Sierra Pacific Securities, LLC, an algorithmic trading-focused, fixed income market-making firm.” 10-K for 2023 | acquisition | On August 1, 2023 | — |
Finance 500, Inc. and CB Resource, Inc.Word for word“On August 1, 2024 , the Company acquired Finance 500, Inc. (“Finance 500”) and CB Resource, Inc.” 10-K for 2024 | acquisition | On August 1, 2024 | — |
Bryan, Garnier & Co.Word for word“On January 6, 2025, the Company announced it signed a definitive agreement to acquire Bryan, Garnier & Co. (“Bryan Garnier”), an independent full-service investment bank focused on European technology and healthcare companies.” 10-K for 2024 | agreed acquisition | On January 6, 2025 | — |
a portion of B. Riley Financial, Inc.'s traditional wealth management businessWord for word“On April 7, 2025, the Company completed the acquisition of a portion of B. Riley Financial, Inc.’s traditional wealth management business, a deal that added 36 advisors with approximately $4 billion in assets under management.” 10-K for 2025 | acquisition | On April 7, 2025 | — |
| Fiscal year ended | Cash received from selling businesses |
|---|---|
| 2016-12-31 | $21.3 million |
Deal filings since 2016
- 2026-02-04 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2023-09-28 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2021-07-21 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2020-05-20 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2020-05-18 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2020-05-18 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2019-02-27 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2018-08-08 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2017-10-04 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2017-10-03 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2016-07-15 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2016-07-14 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2016-07-08 Form 8-K, Item 2.01: Completion of Acquisition or Disposition of Assets
Read from Stifel 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 2026-02-24. 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.