• Asset & Wealth Management Investment Banking

    Unparalleled expertise, objective advice

    Drawing upon deep expertise across the asset management, wealth management and securities industries, the Asset & Wealth Management group at Raymond James provides high-quality financial and strategic advice to firms undergoing transformational events, including M&A, public offerings of equity and debt, private placements, divestitures, spinoffs, capital raises, recapitalizations and succession plans.

    The group’s senior bankers, who pride themselves on delivering conflict-free advice focused on clients’ best interests, average more than 20 years of experience and collectively have completed more than 300 investment banking engagements.

    Asset & Wealth Management Subsector Expertise

    Wealth Management
    • Multi-Family Offices
    • Fee-Based Advisors
    • Trust Companies
    • Independent Broker-Dealers
    Alternative Asset Management
    • Real Assets / Infrastructure Funds
    • Real Estate Asset Managers
    • Private Equity and Hedge Funds
    • Fund of Funds
    Institutional Asset Management
    • Quantitative Asset Managers
    • ESG / SRI Funds
    • Institutional Consultants / DCIO / OCIO
    • Mutual Funds
    Other Financial Services
    • Private Banks
    • Investment Banks
    • Exchange Traded Funds

    Senior Banking Team

    Elizabeth Nesvold
    Managing Director, Head of Asset & Wealth Management Investment Banking
    New York
       
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    Peter Nesvold
    Peter Nesvold
    Chief Operating Officer, Financial Services Investment Banking
    New York
       
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    Richard Durkes
    Richard Durkes
    Vice Chairman of Investment Banking
    Chicago
       
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    Jeff Brand
    Managing Director
    Chicago
       
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    Larry Herman
    Larry Herman
    Managing Director
    Memphis
       
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    Ed Higham
    Managing Director
    New York
       
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    Transaction History

    Transaction history may include a transaction completed by a Raymond James banker while at a former firm.

    Recent News

    Investment Banking  |  December 17, 2019

    Raymond James expands Diversified Industrials Investment Banking practice

    Read More about Raymond James expands Diversified Industrials Investment Banking practice
    Investment Banking  |  December 2, 2019

    Raymond James expands Financial Sponsors Investment Banking practice

    Read More about Raymond James expands Financial Sponsors Investment Banking practice
    Investment Banking  |  November 26, 2019

    Raymond James Investment Banking recognized with three “Deal of the Year” awards by M&A Advisor

    Read More about Raymond James Investment Banking recognized with three “Deal of the Year” awards by M&A Advisor
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