Raymond James

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Expert Review

Andrew PolacekInvestments & Banking Contributing Editor

Following his two-year term as an investment banking analyst for Houlihan Lokey at their Los Angeles headquarters, Andrew Polacek had a seven year private equity career culminating in a role as a Vice President, first as an Associate at Mainsail Partners and later at Crimson Investment where developing relationships with business owners and investment banks was his primary focus. Andrew is also a knowledgeable and passionate investor in gold and silver bullion who has been investing in the space for over 10 years.

Raymond James’ focus in the middle market is primarily in IPOs and M&A. The firm typically focuses on the larger sized companies in the middle market.

  • Expanded knowledge and reach: Raymond James’ 2012 acquisition of Morgan Keegan expanded its reach and knowledge in the middle market investment banking.
  • U.S., Canada and South America focus: Raymond James has 16 offices in regional locations across the U.S., three Canadian locations and one South American location in Buenos Aires, Argentina.
  • Industry specialties: Raymond James focuses on the consumer and retail, energy, financial services, healthcare, industrials, real estate, security, defense and government services, technology and services and the transportation and infrastructure industry sectors.
  • Best for Owners of privately held corporations, owners of publicly traded companies,, owners of family held businesses, executives at any type of middle market business,, representatives at private equity firms and family offices and representatives of local governments, and sovereigns.

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Raymond James Company Profile

Company Name:
Raymond James
880 Carillon Parkway
St. Petersburg
Postal Code:
United States