Stifel Enters Into Strategic Relationship With Carlyle GMS Finance ST. LOUIS, MO -- (Marketwired) -- 07/08/13 -- Stifel Financial Corp. (NYSE: SF) today announced that it has entered into a strategic relationship whereby Stifel and Carlyle GMS Finance, Inc., a business development company focused on senior debt investment in middle-market companies recently formed by affiliates of The Carlyle Group (NASDAQ: CG), will mutually refer middle-market opportunities to each other. As part of the strategic relationship, Stifel has made an investment in Carlyle GMS Finance. "We are excited to enter into this relationship with Carlyle GMS Finance, given our middle-market client focus. Our relationship will enhance deal flow opportunities for both parties," said Ronald J. Kruszewski, Chairman, President and CEO of Stifel Financial Corp. Ken Kencel, Managing Director and the President of Carlyle GMS Finance, commented, "Our relationship with Stifel will greatly enhance our deal sourcing capabilities by providing us with access to proprietary investment opportunities." Stifel Company Information Stifel Financial Corp. (NYSE: SF) is a financial services holding company headquartered in St. Louis, Missouri that conducts its banking, securities, and financial services business through several wholly owned subsidiaries. Stifel clients are served through Stifel, Nicolaus & Company, Incorporated in the U.S., through Stifel Nicolaus Canada Inc. in Canada, through Stifel Nicolaus Europe Limited in the United Kingdom and Europe, and through Keefe, Bruyette & Woods, Inc. in the U.S. and Europe. The Company's broker-dealer affiliates provide securities brokerage, investment banking, trading, investment advisory, and related financial services to individual investors, professional money managers, businesses, and municipalities. Stifel Bank & Trust offers a full range of consumer and commercial lending solutions. Stifel Trust Company, N.A. offers trust and related services. To learn more about Stifel, please visit the Company's web site at www.stifel.com. Cautionary Note Regarding Forward-Looking Statements The information contained in this press release contains certain statements that may be deemed to be "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. All statements in this release not dealing with historical results are forward-looking and are based on various assumptions. The forward-looking statements in this release are subject to risks and uncertainties that could cause actual results to differ materially from those expressed in or implied by the statements. Material factors and assumptions could cause actual results to differ materially from current expectations. The Company does not undertake to update forward-looking statements to reflect circumstances or events that occur after the date the forward-looking statements are made. The Company disclaims any intent or obligation to update these forward-looking statements. Stifel Investor Relations Sarah Anderson (415) 364-2500 email@example.com
Stifel Enters Into Strategic Relationship With Carlyle GMS Finance
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