How does the advisor help clients – Key Takeaways:
Piper Sandler & Co. is a leading full-service investment bank and asset management firm that provides expert financial advice to its clients. With over 125 years of experience in the industry, Piper Sandler & Co. has a strong track record of helping clients achieve their financial goals and navigate complex financial situations.
Facts and Insights
Piper Sandler & Co. offers a wide range of financial services including investment banking, equity research, public finance, and asset management. The firm has consistently been ranked among the top investment banks in the United States, completing over 100 M&A transactions and raising more than $150 billion in capital in 2019 alone.
The firm also has a strong international presence with offices in London, Hong Kong, and Zurich, providing clients with global market insights and opportunities. The team at Piper Sandler & Co. comprises of experienced professionals who are well-versed in a variety of industries and have a deep understanding of market trends and dynamics.
Assets Under Management, Number of Advisors and Time in Business:
| Annual AUM | Number of Advisors | Time in Business | |
|---|---|---|---|
| Total | $866.6 billion | 550+ | Over 125 years |
| Private Clients | $327.0 billion | 200+ | N/A |
| Institutional Clients | $474.1 billion | 250+ | N/A |
| Asset Management | $65.5 billion | 100+ | N/A |
Financial Services Offered
- Investment Banking
- Equity Research
- Public Finance
- Asset Management
- Strategic Advisory
- Private Equity
Client Types
Piper Sandler & Co. serves a diverse range of clients including corporations, financial institutions, non-profit organizations, and high net worth individuals. The firm’s expertise and services cater to the specific needs and goals of each client, regardless of their industry or background.
Fees & Compensation
The firm’s fees and compensation structure vary depending on the type of service and client. As a full-service investment bank, Piper Sandler & Co. charges fees for services such as mergers and acquisitions, capital raising, and strategic advisory, while also receiving compensation from asset management and private equity investments.
Background
Piper Sandler & Co. was founded in 1895 and started as a bond brokerage firm focusing on the Midwestern markets. Over the years, the firm has grown and expanded its services to become a leading full-service investment bank and asset management firm with a global presence. The firm has a strong commitment to its clients and is dedicated to providing them with innovative solutions and sound financial advice.
Financial Advisor Disclosures to Know
It is important to note that financial advisors at Piper Sandler & Co. may have certain disclosures on their records. These disclosures include any legal or disciplinary actions taken against an advisor, as well as their educational background and industry experience. This information is publicly available and can be accessed through the Securities and Exchange Commission’s (SEC) online database.