Stifel expands its sponsoring fundraising group
ST. LOUIS, December 14, 2021 (GLOBE NEWSWIRE) – Stifel Financial Corp. (NYSE: SF) today announced several key hires within its Sponsor Finance group. Kayle Green, Brandon Kelley and Cole Morgan have joined BBVA’s Stifel Bank & Trust (now part of PNC) and are based in Southlake, Texas, a suburb of Dallas / Fort Worth. They will report directly to Juli Van Hook, responsible for sponsorship fundraising, and will work closely with the Chicago-based team led by Jackie Hopkins.
With nationwide coverage, the Stifel Sponsor Finance Group partners with private equity firms to provide their portfolio companies with a variety of senior debt financing options including revolvers, term loans, mortgage loans deferred drawing terms and senior extendible loans. The Stifel Sponsor Finance Group targets mid and upper market companies, across all industries, with defensible market positions, strong free cash flow and attractive margins.
“We are committed to serving the private equity community as we continue to add experienced, relationship-oriented professionals with a variety of skillsets to our growing team,” said Van Hook. “It is a pleasure to welcome Kayle, Brandon and Cole to Stifel to help further grow within the Sponsor Finance lending vertical.”
Kayle Green and Brandon Kelley join Stifel as CEOs. Previously, they were co-founders and Senior Managers of the Sponsor Coverage division of BBVA, a multi-billion dollar direct lending platform focused on senior debt financing for leveraged buyouts. In this role, they were responsible for creating the bank’s go-to-market strategy, underwriting protocol and risk framework for sponsor-backed middle market transactions. Since 2010, they have helped deploy over $ 4 billion in senior debt across a variety of industries. Before BBVA, MM. Green and Kelley co-founded the Leveraged Finance division of ORIX, a private lending and asset management platform.
Additionally, Cole Morgan joined Stifel as an Assistant Vice President, also of BBVA.
Since its creation in 2016, the Stifel Sponsor Finance Group has made $ 1.9 billion in commitments and concluded 135 deals with 53 discreet sponsors.
“Through our Sponsor Finance, Leveraged Finance, Corporate Lending, Venture Banking and Fund Banking teams, we are delighted to offer the benefits of the entire Stifel platform to institutional clients and entrepreneurs,” said Chris Reichert , CEO of Stifel Bank & Trust. “We are now large enough to execute even the most complex transactions, yet remain agile enough to meet the unique and fluid needs of our diverse customer base. “
Stifel Company Information
Stifel Financial Corp. (NYSE: SF) is a financial services holding company headquartered in St. Louis, Missouri, that conducts its banking, securities and financial services business through several wholly owned subsidiaries. Stifel broker clients are served in the United States through Stifel, Nicolaus & Company, Incorporated, including its business division Eaton Partners; Keefe, Bruyette & Woods, Inc .; Miller Buckfire & Co., LLC; and Stifel Independent Advisors, LLC. The brokerage firms affiliated with the company provide securities brokerage, investment banking, trading, investment advisory and related financial services to individual investors, professional fund managers, businesses and municipalities . Stifel Bank and Stifel Bank & Trust offer a full range of consumer and business credit solutions. Stifel Trust Company, NA and Stifel Trust Company Delaware, NA provide trust and related services. To learn more about Stifel, please visit the company’s website at www.stifel.com. For global information, please visit https://www.stifel.com/investor-relations/press-releases.
Neil Shapiro, +1 (212) 271-3447
Jeff Preis, +1 (212) 271-3749