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Keefe, Bruyette & Woods, Inc. (KBWI) is a full-service, boutique investment bank and broker-dealer that specializes in the financial services sector. We operate in New York, Hartford, Atlanta, Austin, Boston, Richmond, Chicago, and San Francisco providing institutional & private investors and financial services companies with research, equity sales & trading, capital raising, and strategic advisory services.

INVESTMENT BANKING

Our Investment Banking Division provides a broad range of investment banking services to depositories, insurance companies, broker-dealers, mortgage banks, asset management companies, REITs, specialty finance firms, and securities exchanges. We offer M&A origination and advisory services, general advisory, debt and equity financings, balance sheet restructuring, and mutual thrift & insurance company conversions.

CAPITAL RAISING

Our Capital Markets Department offers equity, equity-linked, debt, and balance sheet management products, and provides advice and guidance through every phase of the transaction process. Capital raising requires the close global coordination of our investment banking practice, capital markets department, and equity sales & trading teams.

RESEARCH

Our award-winning Equity Research Division publishes in-depth analysis of financial-sector companies across a broad spectrum of financial sectors, including banking institutions across all market caps, insurance companies, broker-dealers and exchange & order execution firms, mortgage finance companies, asset managers, specialty finance firms, and other diversified financials.

EQUITIES

Our Equity Sales & Trading Division provides financial industry-specific expertise, and access to research and capital markets transactions.

Member NYSE
Member FINRA
SIPC Membership
Business Continuity Plan

New York
The Equitable Building
787 Seventh Avenue, 4th Floor
New York, NY 10019
212-887-7777

Atlanta
3630 Peachtree Road
4th Floor
Atlanta, GA 30326
Contact: Jefferson Harralson
404-231-6565

Austin
805 Las Cimas Parkway, Suite 230A
Austin, TX 78746
Contact: Craig McMahen
512-813-7243

Boston
225 Franklin Street
Boston, MA 02110
Contact: Bryce Nucera
866-647-3745

Chicago
70 West Madison Street, Suite 2401
Chicago, IL 60602
Contact: Al Laufenberg
312-423-8205

Hartford
90 State House Square, 12th Floor
Hartford, CT 06103
Contact: Christopher Orszulak
1-800-726-0006

Richmond
Two James Center
1021 East Cary Street, Suite 1950
Richmond, VA 23219
Contact: Patrick Long
804-614-1714

San Francisco
1 Montgomery Street, Suite 3700
San Francisco, CA 94104
Contact (Sales & Trading): Bo Yarahmadi
800-345-3053
Contact (Investment Banking): Jeffrey Wishner
877-520-8569