Stifel, Nicolaus & Company, Incorporated
St. Louis, Missouristifel.com
Overview
Stifel, Nicolaus & Company, Incorporated is a diversified global wealth management and investment banking firm that provides securities brokerage, investment banking, trading, and investment advisory services to individuals, institutions, corporations, and municipalities.
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| CG Oncology | Dec 2024 | Follow-on Offering | Lead |
| Paycor | Jul 2021 | IPO | Co-investor |
| Olo | Mar 2021 | IPO | Co-investor |
| Lufax | Oct 2020 | IPO | Co-investor |
| Duck Creek Technologies | Aug 2020 | IPO | Co-investor |
Key People
Ajay Pathak
Managing Director And Healthcare Group Head
Courtney Sandifer
Managing Director
Dennis Angelillo
Managing Director
Jonathan Ferebee
Managing Director
Lars Kjellberg
Managing Director
Omar Daghestani
Managing Director & Public Finance Operating Committee
Stacy Rodbell
Managing Director
Tim Opler
Managing Director
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
