Stifel Financial Corporation · NYSE:SF
Stifel Financial — Stifel 2025 Boston Cross Sector 1x1 Conference
12 slides from Stifel Financial's conference presentation, Jun 3, 2025
Slide 1: Stifel 2025 Boston Cross Sector 1x1 Conference
Stifel 2025 Boston Cross Sector 1x1 Conference June 3, 2025
Slide 2: Disclaimer
Disclaimer Forward-Looking Statements This presentation may contain “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995 that involve significant risks, assumptions, and uncertainties, including statements relating to the market opportunity and futu
Slide 3: Long-term Strategic Objectives
Long-term Strategic Objectives Global Wealth Management ■ Achieve $1 Trillion in Client Assets Solidify our Position ■ Recruiting & Acquisitions as Premier Wealth ■ ■ Technology Continue to Build Stifel Bancorp Management Firm & ■ Expand Client Deposits Smart Rate Investment Bank ■ ■ Corporate Depos
Slide 4: A History of Organic Growth & Acquisitions
A History of Organic Growth & Acquisitions 2025 2020 – 2024 B. Riley Wealth Management Advisors 2015 - 2019 Vining Sparks Bryan, Garnier & Co. Barclays Wealth & Investment Management ACXIT Capital Partners Sterne Agee Torreya Partners Eaton Partners Sierra Pacific ISM Capital Finance 500 & CB Resour
Slide 5: A Diversified Growth Company
A Diversified Growth Company Net Revenue1 Earnings Per Share1,2,3 $6,000 $8.00 2016 – LTM CAGR: 9% 2016 – LTM CAGR: 20% $7.08 $6.98 $4,971$5,063 $6.81 $7.00 $5,000 $4,737 $4,391$4,349 $5.74 $6.00 $5.28 $4,000 $3,752 $3,337 $5.00 $4.56 $2,928$3,025 $4.07 millions $3,000 $2,580 $4.00 $3.52 $3.00 $2.66
Slide 6: Business Overview
Business Overview STIFEL 6
Slide 7: Stifel – Premier Investment Bank and Wealth Management Firm
Stifel – Premier Investment Bank and Wealth Management Firm Stifel at a Glance 2024 GAAP Net Revenue - $5.0 billion Global Wealth Management (GWM) Institutional Group (IG) 2024 Net Revenue - $3.3 billion 2024 Net Revenue - $1.6 billion Private Client Equity & Fixed Income Capital Raising Stife
Slide 8: Leading broker-dealer providing wealth management and institutional services
Leading broker-dealer providing wealth management and institutional services to consumers and companies Bulge Bracket Boutique Size / scale Firm focus Large distribution Good research Size / scale Trading Growth investor access Firm focus Retail Issues Stability (financial & pers
Slide 9: Global Wealth Management (GWM)
Global Wealth Management (GWM) Provides Securities Brokerage Services and Stifel Bank Products Overview National Presence Grown from 600+ financial advisors in 2005 to 2,340 financial advisors currently Proven organic growth and acquirer of private client business Strategy of recruiting experi
Slide 10: GWM – Stifel Bancorp, Inc.
GWM – Stifel Bancorp, Inc. Overview Key Statistics (millions) (1)(2) Acquired FirstService Bank, a St. Louis-based, Missouri- Total assets $32,101 chartered commercial bank, in April 2007 Total deposits 29,639 Stifel Financial became a bank holding company and Total equity 2,184 financial servic
Slide 11: Diversified Deposit Portfolio
Diversified Deposit Portfolio STABLE & DIVERSIFIED DEPOSITS HIGHLIGHTS $50,000 ■ Highly Diversified Deposit Base $40,000 ■ Client Cash Remained at Stifel $30,000 Provide Incremental FDIC Insurance millions ■ $20,000 ■ Deposit Beta a Function of Cash Sorting $10,000 ■ Deposit Beta Cycle-To-Date of ap
Slide 12: Institutional Group
Institutional Group Overview Net Revenues ($MM) 2 $2,500 Provides securities brokerage, trading, research, underwriting and $2,152 corporate advisory services $2,000 Largest provider of U.S. Small Cap Equity Research $1,583 $1,536 $1,593 $1,500 $1,226 4th largest U.S Investment bank by U.S. eq
Stifel Financial — Stifel 2025 Boston Cross Sector 1x1 Conference on 6ix