Our clients, who are executives of public companies, often face the same dilemma. A large percentage of their net worth is tied up in company stock. To help them create liquidity, through Stifel, we offer the following services.
- Sale of Control and Restricted Stock
- Rule 10b5-1 Plans
- Stock option Financing
For executives responsible for the financial success of their company, our investment banking capabilities include debt and equity issuance, advising on mergers and acquisitions, cash management, and stock repurchase plans.