Keefe, Bruyette & Woods

Overview

Keefe, Bruyette & Woods (KBW) is a full-service investment bank and broker-dealer specializing exclusively in the financial services sector. Founded in 1962, the firm operates in North America and Europe, providing institutional investors and financial services companies with research, equity sales and trading, capital raising, and strategic advisory services. KBW has built a reputation for excellence through its track record of innovation, unparalleled execution capabilities, first-in-class research division, and a team of industry-leading experts. KBW's primary business lines include research, corporate finance, equity sales and trading, equity capital markets, debt capital markets, and asset management. The firm offers a broad range of services to corporate clients such as banking companies, insurance companies, real estate and REITs, broker-dealers, mortgage banks, asset management companies, and specialty finance firms, as well as to the institutional investor community. KBW's research analysts cover more than 600 companies in the financial services industry globally. In 2013, KBW was acquired by Stifel Financial, a financial services holding company, for $575 million. The merger allowed KBW to retain its identity as a specialist in financial services while operating under the Stifel umbrella. The firm continues to provide a comprehensive suite of services to its clients, leveraging Stifel's resources and expertise to enhance its offerings in the financial services sector.

Investment Focus

• Institutional investors
• Financial services companies
• Corporate clients
• Banking companies
• Insurance companies
• Real estate and REITs
• Broker-dealers
• Mortgage banks
• Asset management companies
• Specialty finance firms