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Financial Sponsors Coverage

Merger & acquisition, advisory, and capital-raising solutions for organizations at every stage of growth

Overview

A substantial and growing advisor to the private equity community.

Private equity firms occupy a significant position in the mergers & acquisitions landscape, representing both buyers and sellers of businesses as well as serving as sponsors of leading companies accessing the capital markets for debt or equity financings. Stifel takes pride in the depth and quality of its relationships with Financial Sponsors. We maintain regular dialogue and deal flow with over 600 private equity firms.

Capital-raising solutions from a leading investment bank.

Get in touch with us

Notable Transactions

EcoIndustrial_BradyPlus
Mergers & Acquisitions
Specialty Distribution, Packaging | April 2024
CLS_Sentinel_MA_March
Mergers & Acquisitions
Engineering & Construction, and Infrastructure | March 2024
Closure Systems SSCF March

$ 620,000,000

Senior Secured Credit Facilities
Packaging | March 2024
Cloud Term Loan

$ 1,000,000,000

Term Loan
Software | March 2024
data.ai_SenorTower MA
Mergers & Acquisitions
Internet & Digital Media | March 2024
American Insulated Glass
Mergers & Acquisitions
Building Products, Specialty Distribution | March 2024
Interstate Waste Services SSCF

$ 205,000,000

Senior Secured Credit Facilities
Industrial & Environmental Services | March 2024
DISA_CastleBranch MA
Mergers & Acquisitions
Tech-Enabled Services | March 2024
Trulite Term Loan B

$ 400,000,000

Term Loan B
Building Products, Specialty Distribution | February 2024
Loenbro_Braemont MA
Mergers & Acquisitions
Engineering & Construction, and Infrastructure | February 2024
Cegeka_CTG

$ 170,000,000

Mergers & Acquisitions
Tech-Enabled Services | December 2023
Innovative Refrigeration
Senior Secured Credit Facilities
Industrial Technology | December 2023
Audax_Dobbs MA
Mergers & Acquisitions
Automotive Aftermarket | December 2023
Dobbs Tire Auto Centers SSCF
Senior Secured Credit Faciltity
Automotive Aftermarket | December 2023
Eurofase_BeachPoint MA
Mergers & Acquisitions
Consumer & Retail | December 2023
Veritiv Senior Secured Notes

$ 700,000,000

Senior Secured Notes
Packaging | November 2023
Veritiv  SSCF

$ 1,425,000,000

Senior Secured Credit Facilities
Packaging | November 2023
Agility_AFIMAC MA
Mergers & Acquisitions
Business Services | November 2023
ic Berlin_Marcolin MA
Mergers & Acquisitions
Consumer, Technology | November 2023
GTCR_ADT MA

$ 1,600,000,000

Mergers & Acquisitions
Industrial Technology | October 2023
Dutch Bros Follow-on

$ 300,000,000

Follow-on Offering
Restaurants | September 2023
Flipp_Truelink
Mergers & Acquisitions
Tech-Enabled Services | August 2023
Cadent_Novacap M&A
Mergers & Acquisitions
Internet & Digital Media | August 2023
Rockport_Authentic_MarcFisher MA
Mergers & Acquisitions
Consumer Products | August 2023
AWP_RHV Capital MA
Mergers & Acquisitions
Engineering & Construction, and Infrastructure | August 2023
Kodiak Gas Services

$ 256,000,000

Initial Public Offering
Energy & Natural Resources | June 2023
GAI_Eland MA
Mergers & Acquisitions
Engineering & Construction, and Infrastructure | June 2023
OneSpaWorld Follow-on

$ 90,000,000

Follow-on Offering
Consumer Products | May 2023
Custom Wheel House_Fox Factory MA
Mergers & Acquisitions
Automotive Aftermarket | March 2023
Hillman Follow-on

$ 230,000,000

Follow-on Offering
Specialty Distribution, Building Products | February 2023
Amware_Staci MA
Mergers & Acquisitions
Transportation & Logistics | February 2023
GI Partners_Rise Broadband MA
Mergers & Acquisitions
Media & Telecom | February 2023
Megatech_Middleground MA
Mergers & Acquisitions
Electronics & Industrial Technology | January 2023
Keensight_Onventis MA
Mergers & Acquisitions
Technology | January 2023
Things Remembered_1800Flowers MA
Sale of E-commerce Assets to
Consumer Products | January 2023
APA_PNC Riverarch MA
Mergers & Acquistions
Automotive Aftermarket | January 2023
Enesco_NECA MA
Mergers & Acquisitions
Consumer Products | December 2022
Roadone_Ridgemont
Mergers & Acquisitions
Transportation & Logistics | December 2022
CMI_Charger MA
Mergers & Acquisitions
Building Products | December 2022
CMI SSCF
Senior Secured Credit Facilities
Building Products | December 2022
Unimed_ZCG
Mergers & Acquisitions
Maritime Services, Healthcare Services | December 2022
AerSale

$ 62,000,000

Follow-on Offering
Aerospace, Defense & Government Services | November 2022
Envera_Windpoint MA
Mergers & Acquisitions
Industrial Technology | November 2022
Global Research_DISA
Mergers & Acquisitions
Tech-Enabled Services | November 2022
Salary_AKKR MA
Mergers & Acquisitions
Software | September 2022
Citrix SSCF $5B

$ 5,050,000,000

Senior Secured Credit Facilities
Software | September 2022
Citrix 500 Million Euros

€ 500,000,000

Senior Secured Credit Facilities
Software | September 2022
Citrix 4B

$ 4,000,000,000

Senior Secured Notes
Software | September 2022
Manitowoc_Summit_MA September
Mergers & Acquisitions
Industrial Technology, Aerospace, Defense & Government Services | September 2022
Exact_Weclapp MA September
Mergers & Acquisitions
Software | September 2022
Riskmethods_Sphera MA
Mergers & Acquisitions
Software | September 2022
Xcentric_Quickparts M&A
Mergers & Acquisitions
Electronics & Industrial Technology | September 2022
First Watch Follow-on

$ 69,750,000

Follow-on Offering
Food & Beverage | September 2022
LJP Waste Solutions
Mergers & Acquisitions
Industrial & Environmental Services | September 2022
DISA_Audax MA
Mergers & Acquisitions
Tech-Enabled Services | September 2022
Aurora Capital
Mergers & Acquisitions
Industrial & Environmental Services | August 2022
Attenti_AlliedUniversal MA
Mergers & Acquisitions
Business Services | August 2022
Prisma CenterGate MA
Mergers & Accquisitions
Internet & Digital Media | July 2022
Foss_Mohawk MA
Mergers & Acquisitions
Building Products | July 2022
Flipp_reebee M&A
Mergers & Acquisitions
Tech-Enabled Services | June 2022
Flipp SSCF
Senior Secured Credit Facility
Tech-Enabled Services | June 2022
Oldcastle Senior Notes

$ 585,000,000

Senior Notes
Building Products | April 2022
Old Castle SSCF

$ 2,025,000,000

Senior Secured Credit Facilities
Building Products | April 2022
Hillman Follow-on 04/22

$ 149,500,000

Follow-on Offering
Specialty Distribution, Building Products | April 2022
SoundUnited_Masimo M&A

$ 1,025,000,000

Mergers & Acquisitions
Consumer Products | April 2022
TriMech_Sentinel M&A
Mergers & Acquisitions
Electronics & Industrial Technology | March 2022
Cloyes_MidOcean M&A
Mergers & Acquisitions
Automotive Aftermarket | February 2022
McAfee Senior Notes

$ 2,000,000,000

Senior Notes
Software | February 2022
Fathom_Altimar M&A

$ 1,500,000,000

Mergers & Acquisitions
Electronics & Industrial Technology | December 2021
Altimar II PIPE

$ 70,000,000

PIPE
Electronics & Industrial Technology | December 2021
Specialty Products_Incline M&A
Mergers & Acquisitions
Specialty Distribution | December 2021
AIT_Select M&A
Mergers & Acquisitions
Transportation & Logistics | December 2021
Acme Cryogenics_Dover M&A

$ 295,000,000

Mergers & Acquisitions
Industrial Technology | December 2021
Solid Power_DCRC M&A

$ 1,239,000,000

Mergers & Acquisitions
Electronics & Industrial Technology | December 2021
PerTronix_Charger MA
Mergers & Acquisitions
Automotive Aftermarket | December 2021
EC Waste_3i
Mergers & Acquisitions
Industrial & Environmental Services | November 2021
Custom Truck Follow-on

$ 105,000,000

Follow-on Offering
Engineering & Construction, and Infrastructure | November 2021
First Advantage Follow-on

$ 300,000,000

Follow-on Offering
Tech-Enabled Services | November 2021
BioCare_Vistria M&A
Mergers & Acquisitions
Healthcare Services | November 2021
Revalize_Tenado M&A
Mergers & Acquisitions
Technology | November 2021
Sonendo IPO

$ 93,600,000

Initial Public Offering
Medtech | October 2021
Hire Right IPO

$ 422,000,000

Initial Public Offering
Tech-Enabled Services | October 2021
esight_MRI M&A
Mergers & Acquisitions
Technology | October 2021
Schultze SPAC IPO

$ 165,000,000

SPAC Initial Public Offering
Consumer Products | October 2021
ACON S2

$ 250,000,000

Initial Public Offering
Consumer Products | October 2021
Zomedica_PulseVet M&A

$ 70,900,000

Mergers & Acquisitions
Medtech | October 2021
First Watch IPO

$ 195,801,300

Initial Public Offering
Consumer Products | October 2021
SAM_Peak Rock M&A
Mergers & Acquisitions
Engineering & Construction, and Infrastructure | September 2021
Sterling Check IPO

$ 328,600,000

Initial Public Offering
Tech-Enabled Services | September 2021
Green for Life (GFL) Senior Notes

$ 250,000,000

Senior Notes
Industrial & Environmental Services | September 2021
Audax M&A
Mergers & Acquisitions
Medtech | September 2021
Vector Acquisition_Rocket Lab SPAC Merger

$ 4,100,000,000

Has Merged with
Aerospace, Defense & Government Services | August 2021
Covercraft_Audax
Mergers & Acquisitions
Automotive Aftermarket | August 2021
Statewide – AWP M&A
Mergers & Acquisitions
Engineering & Construction, and Infrastructure | August 2021
Centerfield Senior Secured Notes

$ 785,000,000

Senior Secured Notes
Tech-Enabled Services | July 2021
Traeger IPO

$ 424,000,000

Initial Public Offering
Consumer Products | July 2021
First Student Senior Secured Notes

$ 800,000,000

Senior Secured Notes
Transportation & Logistics | July 2021
Markforged_One M&A

$ 1,664,000,000

Mergers & Acquisitions
Electronics & Industrial Technology | July 2021
Hillman_Landcadia Holdings M&A

$ 2,642,000,000

Mergers & Acquisitions
Specialty Distribution | July 2021
EverCommerce IPO

$ 325,000,000

Initial Public Offering
Software | July 2021
Vetio Animal – Swedencare M&A

$ 181,500,000

Mergers & Acquisitions
Biopharma | July 2021
OneSpaWorld Follow-on

$ 80,000,000

Follow-on Offering
Entertainment | June 2021
Livevox/Crescent M&A

$ 864,000,000

Mergers & Acquisitions
Software | June 2021
Cohu/Mycronic M&A

$ 125,000,000

Mergers & Acquisition
Electronics & Industrial Technology | June 2021
Performance Designed Products 04-2021
Mergers & Acquisitions
Retail | April 2021
NASS 04-2021
Mergers & Acquisitions
Engineering & Construction, and Infrastructure | April 2021
EPS 04-2021
Mergers & Acquisitions
Engineering & Construction, and Infrastructure | April 2021
Empirix 04-2021
Mergers & Acquisitions
Software | April 2021
The Hillman Companies 04-2021
Mergers & Acquisitions
Building Products | April 2021
Peak-Ryzex/Sole Source Capital 04-2021
Mergers & Acquisitions
Tech-Enabled Services | April 2021
Nebula Caravel Acquisition 12-2020

$ 275,000,000

Initial Public Offering
Software | December 2020
ACON S2 09-2020

$ 250,000,000

Initial Public Offering
Consumer Products | September 2020
Palladium Equity Partners 09-2020
Mergers & Acquisitions
Engineering & Construction, and Infrastructure | September 2020
Vroom Inc. 06-2020

$ 537,625,000

Initial Public Offering
Internet & Digital Media | June 2020
Checkmarx/Hellman 04-2020

$ 1,150,000,000

Mergers & Acquisitions
Software | April 2020
Bailey 44 LLC/Denim 02-2020
Mergers & Acquisitions
Apparel, Footwear & Accessories | February 2020
First Advantage Corp 01-2020

$ 890,000,000

Senior Secured Credit Facility
Tech-Enabled Services | January 2020
Interstate Waste Services 01-2020

$ 325,000,000

Preferred Stock
Industrial & Environmental Services | January 2020
Currency volume represents full credit to each underwriter. All transaction announcements appear as a matter of record only. Stifel collectively refers to Stifel, Nicolaus & Company, Incorporated and other affiliated broker-dealer subsidiaries of Stifel Financial Corp.