Stratrix
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

BusinessDealWhenValue
ACXIT Capital Partners
Word 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
acquisitionOn July 1, 2022—
Torreya Partners LLC
Word 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
acquisitionOn March 1, 2023—
Sierra Pacific Securities, LLC
Word 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
acquisitionOn 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
acquisitionOn 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 acquisitionOn January 6, 2025—
a portion of B. Riley Financial, Inc.'s traditional wealth management business
Word 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
acquisitionOn April 7, 2025—
As filedReported in the company's financial data (XBRL), each linked to its filing
Fiscal year endedCash received from selling businesses
2016-12-31$21.3 million

Deal filings since 2016

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.