Corporations & Institutions Investment Banking Capabilities & Coverage Areas Financial Sponsors Financial Sponsor Coverage High-quality deal flow. Unwavering focus. Private equity and venture capital firms, family offices and pension funds turn to the Raymond James Financial Sponsors group to deliver the full benefits of the Raymond James platform, such as introductions to experienced industry bankers, located in the U.S. and Europe, and advisory and capital markets services, as well as award-winning equity research. Our industry insight, execution expertise and dedication to the middle market allow us to consistently provide our clients with compelling ideas, investment opportunities and creative solutions along with high-level attention on every transaction. The dedicated professionals in our group actively cover over 350 private equity and venture capital firms, family offices and pension funds, and use their knowledge and relationships in the financial sponsor community to connect entrepreneurs and growing companies with potential buyers and investors. Financial Sponsor Coverage Universe Private Equity (buyout, growth equity, minority and structured equity) Venture Capital Family Offices Pension Funds Senior Banking Team David Clark Managing Director, Head of Financial Sponsors St. Petersburg +1.727.567.3547 Read Bio Allan Bertie Managing Director, Head of European Investment Banking London +44.20.3798.5701 Read Bio Christian Bullitt Managing Director New York +1.212.856.5414 Read Bio Blake Otté Managing Director New York +1.212.883.6596 Ben Rodman Managing Director Chicago +1.312.655.2633 Read Bio Philip Stein Managing Director Munich +49.89.2323.7750 Read Bio Recent Transactions View Transactions Transaction history may include a transaction completed by a Raymond James banker while at a former firm. Financial Sponsors Insight Quarterly review on the latest sponsor related M&A and equity activity. Download The Newsletter Recent News Investment Banking | July 13, 2021 Raymond James Expands Debt Capital Markets Group, Hires High-Yield-Focused Professional David Barcus Read More about Raymond James Expands Debt Capital Markets Group, Hires High-Yield-Focused Professional David Barcus Investment Banking | June 21, 2021 Raymond James continues to expand Recapitalization & Restructuring group, hires senior banker Richard Klein Read More about Raymond James continues to expand Recapitalization & Restructuring group, hires senior banker Richard Klein Investment Banking | June 7, 2021 Raymond James continues health care sector growth, hires medical device-focused banker Read more about Raymond James continues health care sector growth, hires medical device-focused banker View All About Us Careers Investor Relations News & Media Contact Us Legal Disclosures Privacy, Security & Account Protection Terms of Use Equal Opportunity Employer © 2021 Raymond James Financial, Inc. All rights reserved. Raymond James & Associates, Inc., member New York Stock Exchange / SIPC, and Raymond James Financial Services, Inc., member FINRA / SIPC, are subsidiaries of Raymond James Financial, Inc. Raymond James® and Raymond James Financial® are registered trademarks of Raymond James Financial, Inc. Raymond James & Associates, Inc. Statement of Financial Condition