Investor Presentaiton
3
Maintain focus on strategic M&A and effective integrations
We have a strong track record and remain focused on
strategic M&A
1999
AIB
2009
COUGAR
GLOBAL INVESTMENTS
HB
HOWE BARNES
HOEFER & ARNETT
An Affiliate of Carillon Tower Advisers
2012
PRODUCERS
CHOICE NETWORK
2016
Scout. Investments
|REAMS ASSET
MANAGEMENT
A Division of Scout Investments
2019
pending
TRISTATE
CAPITAL
SUMRIDGE
PARTNERS
NWPS
CHARLES
STANLEY
2021
2000
THE RONEY GROUP of
RAYMOND JAMES®
22
22
Lane Berry
INVESTMENT BANKING
2011
2015
2017
Morgan Keegan
Mummert & Company
CORPORATE FINANCE
CLARIVEST
ASSET MANAGEMENT LLC
3Macs
MacDougall, MacDougall & MacTier Inc.
Wah Magnet
2020
2022
FINANCO
SILVER
LANE®
***CEBILE CAPITAL
AN AFFILIATE OF CARILLON TOWER ADVISERS
ALEX BROWN
A DIVISION OF RAYMOND JAMES
Note: The completion of the TriState Capital Holdings, Inc. and Sum Ridge Partners, LLC acquisitions are subject to certain regulatory and other closing conditions.
RAYMOND JAMESView entire presentation