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| Organizational Overview |
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Founded in 1998 by Thomas W. Weisel, former Chairman and Chief Executive officer of Montgomery Securities
Acquired Westwind Partners in January 2008 and appointed Lionel F. Conacher, formerly Westwind’s CEO and President, as President and COO of Thomas Weisel Partners
Approximately 450 employees
Headquarters in San Francisco, with offices in Baltimore, Boston, Chicago, Dallas, Denver, New York, Portland, Calgary, Toronto, London, and Zurich
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| Investment Banking |
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Bill McLeod & Brad Raymond - Co-Heads of Investment Banking
1,263 total transactions for $255.8 billion in value
706 transactions for $129.4 billion in public equity offerings
257 transactions for $117.7 billion in M&A transactions
300 transactions for $8.7 billion in private placements
Raises public and private equity for corporations and provides strategic advice and transaction specific advice for mergers, acquisitions, divestitures, spin-offs, privatizations and takeover defenses
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| Research |
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Keith Gay - Head of Research
33 Analysts
Companies under coverage: 499
Provides independent equity research on publicly traded companies
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| Brokerage |
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Tom Carbeau - Head of Institutional Sales
Tony Stais - Head of Trading
Paul Slivon - Chairman, Wealth Management
Sales & Trading team provides equity and convertible sales and trading services to the nation's top institutional investors, middle markets and smaller accounts
Top trader for our corporate clients
Private Client Services team provides strategic wealth management and brokerage services to high net worth individuals. The team manages or administers more than $6.3 billion in client assets
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| Asset Management |
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- Thom Weisel
- Paul Slivon
- Ken Korngiebel
- Mark Fisher
- Thomas Weisel Global Growth Partners —$840 million growth-oriented fund-of-funds
- Thomas Weisel Healthcare Venture Partners —$122 million device-focused venture capital fund
- Thomas Weisel Venture Partners —$253 million early-stage venture capital fund
- Thomas Weisel Strategic Opportunities Fund —$82 million strategic opportunities venture capital fund
Growth Portfolios
Investment management of small and mid cap growth equity portfolios for institutions and high net worth individuals
Distribution Management
Actively manages securities distributions for private equity and venture capital funds
Last updated December 31, 2009
Investment Banking values include Westwind Partners historical transactions from 2002-2007.
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