January 16, 2017 9:48 PM ET

Capital Markets

Company Overview of Keefe, Bruyette, & Woods, Inc.

Company Overview

Keefe, Bruyette, & Woods Inc. (KBW) is an investment banking and security brokerage firm. KBW offers research, equity sales and trading, fixed income, asset management, and loan portfolio sales services. The firm’s investment banking services include merger and acquisition, capital markets, structured finance, and mutual conversions. It caters to banking companies, broker and dealers, insurance companies, mortgage banks, asset management companies, and specialty finance firms. KBW was founded in 1962 and is headquartered in New York City. It has offices in Boston, Massachusetts; Burr Ridge, Illinois; Columbus, Ohio; Hartford, Connecticut; San Francisco, California; and Richmond, Virginia. Ke...

787 Seventh Avenue

The Equitable Building

4th Floor

New York, NY 10019-6018

United States

Founded in 1962

Phone:

212-887-7777

Key Executives for Keefe, Bruyette, & Woods, Inc.

Vice Chairman, Chief Executive Officer, President and Chief Operating Officer
Age: 52
Managing Director
Age: 65
Managing Director
Managing Director
Age: 54
Senior Vice President
Compensation as of Fiscal Year 2016.

Keefe, Bruyette, & Woods, Inc. Key Developments

Keefe, Bruyette & Woods, Inc. Announces Management Appointments

Keefe, Bruyette & Woods, Inc. announced several senior investment banking hires. Keith Meyers, Michael Jones and Ken Taratus have joined KBW as Managing Directors. Also joining KBW are Jim Chester as Director and Irena Snider as Vice President. The five seasoned professionals are coming onboard to broaden and deepen the firm’s investment banking practice with a focus on non-bank financial services sub-sectors. Keith Meyers has been named Managing Director based in Atlanta and will lead KBW’s new Financial Services Group, which serves clients in the specialty finance, mortgage banking, financial technology, brokerage and asset management sectors. Mr. Meyers brings more than 15 years of relevant experience serving both strategic and private equity investors in the financial services sector. He joins KBW from Raymond James’s Financial Services Investment Banking Group. Previously, he served as Head of the Financial Services & Transaction Processing Investment Banking Group at Morgan Keegan & Company. Earlier in his career, he worked in the business advisory and insurance practice at Deloitte & Touche. Michael Jones joins KBW as Managing Director, based in Chicago, and will be Co-Head of Specialty Finance. Mr. Jones has spent the past 16 years as a senior member of the Financial Services Investment Banking Group at Raymond James, focused primarily on specialty finance companies. He previously served as an investment banker at ABN AMRO and spent several years working in the Debt Markets division at Merrill Lynch. Ken Taratus has also been named Managing Director, based in Atlanta and will work on expanding KBW’s range of debt and equity financing capabilities. Mr. Taratus joins KBW from the Raymond James Private Placement Group. He was previously Head of Debt Placements at Morgan Keegan and served as a member of the firm’s Investment Banking Management Committee. His experience also includes several years at Jefferies & Company and Drexel Burnham Lambert.

KBW Appoints R.J. Grant as Director of Equity Trading

Keefe, Bruyette & Woods, Inc. (KBW) announced that R.J. Grant has been named Director of Equity Trading. Grant joined the firm in 2005 and has spent the last decade on KBW’s equity trading desk, most recently as Senior Managing Director & Head of Market Making. He now assumes the position previously held by John Ragan, who is retiring after 23 years of service at KBW.

Anchor Bancorp Retains Keefe Bruyette & Woods to Pursue Strategic Alternatives

Anchor Bancorp announced that it has engaged Keefe Bruyette & Woods to assist it in identifying and evaluating various strategic options and operating scenarios intended to maximize shareholder value, including the potential sale or merger of the Company.

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