Raymond James and Amegy Bank form strategic alliance to expand lending, investment banking, and capital markets capabilities to energy clients

ST. PETERSBURG, Fla. – Raymond James and Amegy Bank (a division of Zions Bancorporation) announced the formation of a strategic alliance, which enables Amegy to offer enhanced services and product offerings to its energy-related clients through a referral and fee-sharing arrangement with Raymond James for all energy investment banking services. Amegy energy clients will have access to Raymond James’ fully integrated Global Equities and Investment Banking platform, including mergers and acquisitions expertise, debt and equity origination, structuring, underwriting, and equity research with growing retail and institutional distribution capabilities.

The strategic alliance combines the deep industry expertise, relationships and strengths of both firms, allowing clients to leverage the investment banking capabilities of Raymond James with Amegy’s energy commercial banking abilities. The alliance will focus on serving energy clients in the upstream, midstream, downstream and energy services sectors in both the public and private markets. In the five-year period from 2014 to 2018, Raymond James’ Global Equities and Investment Banking division helped its clients complete over 650 underwritings, raising more than $230 billion in capital, and more than 650 advisory, merger and acquisition transactions. Raymond James has one of the largest equities platforms in North America, covering nearly 1,200 companies – including more than 150 in energy – and more than 2,400 domestic and 800 international institutional accounts. Raymond James’ extensive Debt Capital Markets platform has over 200 professionals who have helped clients raise more than $60 billion through more than 150 transactions in the last five years. Raymond James has the seventh largest retail distribution network in North America, with approximately 7,900 financial advisors and almost $825 billion in assets under administration.

About Raymond James Financial, Inc.
Raymond James Financial, Inc. (NYSE: RJF), is a leading diversified financial services company providing private client group, capital markets, asset management, banking and other services to individuals, corporations and municipalities. The company has approximately 7,900 financial advisors. Total client assets are $825 billion. Public since 1983, the firm is listed on the New York Stock Exchange under the symbol RJF. Additional information is available at raymondjames.com.

About Amegy Bank
Amegy Bank, a division of Zions Bancorporation, N.A., is a leading Texas bank with nearly $13 billion in assets and about 1,600 employees. With more than 75 locations across Houston, Dallas-Fort Worth and Central Texas, Amegy is dedicated to serving Texas communities, families and businesses. Founded in 1990, Amegy has a strong tradition of relationship banking, local decision-making and financial knowledge. Amegy specializes in banking businesses of all sizes and has the resources to provide financing, treasury management solutions and international banking, as well as other specialized services. Equally important, the bank offers individuals and families a wide range of depository, lending and mortgage solutions. To learn more about Amegy, visit amegybank.com or call 800.287.0301. For media inquiries, contact Stefani Crowe at 713.232.2008 or stefani.crowe@amegybank.com.

 
  • 301 Magnolia St New Smyrna Beach, FL 32168-7144

 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© 2024 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use