Raymond James & Associates

Overview

Raymond James & Associates, founded in 1962, is a diversified financial services firm headquartered in St. Petersburg, Florida. The firm offers a comprehensive range of services, including investment banking, asset management, and private equity, catering to individual investors, institutions, and corporations. With a strong emphasis on independence and client-centric solutions, Raymond James has grown to become one of the nation's premier full-service investment firms. The firm's investment management division, Raymond James Investment Management, provides scalable business support to a growing ecosystem of distinct and experienced investors, allowing talented investment teams to focus on their research processes with limited distraction. This structure enables the firm to offer a wide suite of asset classes, including equities, fixed income, and multi-asset class investments, through multiple vehicles. Raymond James' commitment to sustainable, risk-adjusted returns and alpha generation is evident in its diverse portfolio, which spans various industries and geographical regions. The firm's robust performance is reflected in its financial growth, with assets under administration in its private client group surging by 25% to approximately $1.51 trillion. Additionally, the capital markets segment experienced a 42% increase in quarterly net revenue, reaching $483 million, driven by economic resilience and active markets that encouraged stock and debt offerings. This growth underscores Raymond James' position as a leading player in the financial services industry, dedicated to delivering value to its clients and stakeholders.

Investment Focus

• Focus on growth, buyout, turnaround, and distressed stages
• Interest in a diverse range of industries and geographical regions

Portfolio Companies