Raymond James Financial, Inc. is a diversified financial services firm headquartered in St. Petersburg, Florida. The company provides a broad range of services including private client group offerings, capital markets, asset management, and banking services to individuals, corporations, and municipalities across the United States, Canada, and Europe. Their investment activities span various stages such as seed, debt financing, post-IPO secondary, post-IPO equity, and private equity rounds.
Notable portfolio companies include Alaris Equity Partners, Canopy International, Compass Datacenters, Dreamscape, Nomad, and RecNation RV & Boat Storage. Raymond James is known for its comprehensive investment philosophy that emphasizes long-term growth and stability. The firm offers unique value-add services such as extensive sales and marketing support, portfolio management services, and access to a wide array of financial products including insurance and annuities. Key decision-makers at Raymond James bring a wealth of experience from various sectors within the financial industry.
Raymond James - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages