Please, rotate your device

KBW Company Logo White KBW Company Logo Color

02

Investment Banking

FinTech & Financial Services

“Global coverage of FinTech & Financial Services companies with professionals whose deep industry knowledge and relationships drive high valuation outcomes for clients.”

KBW's FinTech & Financial Services Group is one of the most active advisory groups in the field. We serve public and private clients in the fintech, real estate tech, specialty finance, mortgage finance, securities, and alternative asset management sectors, among others.

We provide M&A and divestiture, general & strategic, and special committee advisory services. Our core services also include secondary, follow-on, and private placement equity offerings, as well as public and private debt offerings, hybrid security offerings, and IPOs.

With extensive advisory and capital raising experience in a range of transaction types across the fintech and financial services industries, we bring unique and nuanced insight to our diversified client base. Our teams in North America and Europe consist of over 50 adept professionals working together closely to provide global reach for our clients. All assignments are staffed with senior bankers who serve as truly independent advisors to our clients.

Contact Us

If you’re interested in learning more about KBW, please send us a brief message and we will contact you shortly.

Get in Touch
Thank you for your message. It has been sent.
One or more fields have an error. Please check and try again.

For security purposes, do not include the following in any e-mail correspondence:

  • Account Numbers
  • Client Account User IDs
  • Passwords
  • Social Security Numbers

In addition, Stifel cannot accept the following via e-mail:

  • Purchase or sale orders
  • Instructions for the transfer or distribution of funds
  • Change of address

Please contact your Financial Advisor regarding any of the above.