
Raymond James
Overview
Investment banking services focused on technology and communications sector
Founded
1962
Deals · 12mo
0
Stage focus
Geographic focus
Sector focus
Investment portfolio
| NAME | DATE | SIZE | |
|---|---|---|---|
Meridian Mining | Aug 2025Participated | $36 MOther Equity | |
MOD Super Fast Pizza | Jan 2018Participated | $73 MDebt | |
ALung Technologies | Apr 2017Participated | $36 MSeries C | |
Direct Media Technologies | Jun 2011Led | $4 MOther Equity | |
Datapipe | May 2011Participated | $176 MDebt | |
Meridian Mining | Aug 2025Participated | $36 MOther Equity | |
MOD Super Fast Pizza | Jan 2018Participated | $73 MDebt | |
ALung Technologies | Apr 2017Participated | $36 MSeries C | |
Direct Media Technologies | Jun 2011Led | $4 MOther Equity | |
Datapipe | May 2011Participated | $176 MDebt |
Insights
Time horizon
View by
Deal Distribution
| Round type | Led deals | Participated deals |
|---|---|---|
| Series C+ | 0 | 1 |
| Other Equity | 1 | 1 |
| Debt | 0 | 2 |
Monthly Deal Activity
| Month | Deals |
|---|---|
| May '11 | 1 |
| Jun '11 | 1 |
| Jul '11 | 0 |
| Aug '11 | 0 |
| Sep '11 | 0 |
| Oct '11 | 0 |
| Nov '11 | 0 |
| Dec '11 | 0 |
| Jan '12 | 0 |
| Feb '12 | 0 |
| Mar '12 | 0 |
| Apr '12 | 0 |
| May '12 | 0 |
| Jun '12 | 0 |
| Jul '12 | 0 |
| Aug '12 | 0 |
| Sep '12 | 0 |
| Oct '12 | 0 |
| Nov '12 | 0 |
| Dec '12 | 0 |
| Jan '13 | 0 |
| Feb '13 | 0 |
| Mar '13 | 0 |
| Apr '13 | 0 |
| May '13 | 0 |
| Jun '13 | 0 |
| Jul '13 | 0 |
| Aug '13 | 0 |
| Sep '13 | 0 |
| Oct '13 | 0 |
| Nov '13 | 0 |
| Dec '13 | 0 |
| Jan '14 | 0 |
| Feb '14 | 0 |
| Mar '14 | 0 |
| Apr '14 | 0 |
| May '14 | 0 |
| Jun '14 | 0 |
| Jul '14 | 0 |
| Aug '14 | 0 |
| Sep '14 | 0 |
| Oct '14 | 0 |
| Nov '14 | 0 |
| Dec '14 | 0 |
| Jan '15 | 0 |
| Feb '15 | 0 |
| Mar '15 | 0 |
| Apr '15 | 0 |
| May '15 | 0 |
| Jun '15 | 0 |
| Jul '15 | 0 |
| Aug '15 | 0 |
| Sep '15 | 0 |
| Oct '15 | 0 |
| Nov '15 | 0 |
| Dec '15 | 0 |
| Jan '16 | 0 |
| Feb '16 | 0 |
| Mar '16 | 0 |
| Apr '16 | 0 |
| May '16 | 0 |
| Jun '16 | 0 |
| Jul '16 | 0 |
| Aug '16 | 0 |
| Sep '16 | 0 |
| Oct '16 | 0 |
| Nov '16 | 0 |
| Dec '16 | 0 |
| Jan '17 | 0 |
| Feb '17 | 0 |
| Mar '17 | 0 |
| Apr '17 | 1 |
| May '17 | 0 |
| Jun '17 | 0 |
| Jul '17 | 0 |
| Aug '17 | 0 |
| Sep '17 | 0 |
| Oct '17 | 0 |
| Nov '17 | 0 |
| Dec '17 | 0 |
| Jan '18 | 1 |
| Feb '18 | 0 |
| Mar '18 | 0 |
| Apr '18 | 0 |
| May '18 | 0 |
| Jun '18 | 0 |
| Jul '18 | 0 |
| Aug '18 | 0 |
| Sep '18 | 0 |
| Oct '18 | 0 |
| Nov '18 | 0 |
| Dec '18 | 0 |
| Jan '19 | 0 |
| Feb '19 | 0 |
| Mar '19 | 0 |
| Apr '19 | 0 |
| May '19 | 0 |
| Jun '19 | 0 |
| Jul '19 | 0 |
| Aug '19 | 0 |
| Sep '19 | 0 |
| Oct '19 | 0 |
| Nov '19 | 0 |
| Dec '19 | 0 |
| Jan '20 | 0 |
| Feb '20 | 0 |
| Mar '20 | 0 |
| Apr '20 | 0 |
| May '20 | 0 |
| Jun '20 | 0 |
| Jul '20 | 0 |
| Aug '20 | 0 |
| Sep '20 | 0 |
| Oct '20 | 0 |
| Nov '20 | 0 |
| Dec '20 | 0 |
| Jan '21 | 0 |
| Feb '21 | 0 |
| Mar '21 | 0 |
| Apr '21 | 0 |
| May '21 | 0 |
| Jun '21 | 0 |
| Jul '21 | 0 |
| Aug '21 | 0 |
| Sep '21 | 0 |
| Oct '21 | 0 |
| Nov '21 | 0 |
| Dec '21 | 0 |
| Jan '22 | 0 |
| Feb '22 | 0 |
| Mar '22 | 0 |
| Apr '22 | 0 |
| May '22 | 0 |
| Jun '22 | 0 |
| Jul '22 | 0 |
| Aug '22 | 0 |
| Sep '22 | 0 |
| Oct '22 | 0 |
| Nov '22 | 0 |
| Dec '22 | 0 |
| Jan '23 | 0 |
| Feb '23 | 0 |
| Mar '23 | 0 |
| Apr '23 | 0 |
| May '23 | 0 |
| Jun '23 | 0 |
| Jul '23 | 0 |
| Aug '23 | 0 |
| Sep '23 | 0 |
| Oct '23 | 0 |
| Nov '23 | 0 |
| Dec '23 | 0 |
| Jan '24 | 0 |
| Feb '24 | 0 |
| Mar '24 | 0 |
| Apr '24 | 0 |
| May '24 | 0 |
| Jun '24 | 0 |
| Jul '24 | 0 |
| Aug '24 | 0 |
| Sep '24 | 0 |
| Oct '24 | 0 |
| Nov '24 | 0 |
| Dec '24 | 0 |
| Jan '25 | 0 |
| Feb '25 | 0 |
| Mar '25 | 0 |
| Apr '25 | 0 |
| May '25 | 0 |
| Jun '25 | 0 |
| Jul '25 | 0 |
| Aug '25 | 1 |
| Sep '25 | 0 |
| Oct '25 | 0 |
| Nov '25 | 0 |
| Dec '25 | 0 |
| Jan '26 | 0 |
| Feb '26 | 0 |
| Mar '26 | 0 |
| Apr '26 | 0 |
| May '26 | 0 |
| Jun '26 | 0 |
| Jul '26 | 0 |
| Aug '26 | 0 |
| Sep '26 | 0 |
| Oct '26 | 0 |
Sector Breakdown
A deal can appear in multiple sectors, so sector totals may overlap. Capital represents disclosed total round sizes, not fund cheque sizes.
| Sector | Deals |
|---|---|
| Networks, Cloud & Communication | 2 |
| Marketing & Advertising | 1 |
| Enterprise Software | 1 |
| Media & Entertainment | 1 |
| Health & Life Sciences | 1 |
| Food & Agriculture | 1 |
| Clean Energy & Sustainability | 1 |
| Professional Services | 1 |
| Transportation & Logistics | 1 |
Deal Size Distribution
Undisclosed round sizes are excluded. Capital represents total round sizes, not fund cheque sizes.
| Round size band (USD) | Deals |
|---|---|
| <$5M | 1 |
| $5M-$10M | 0 |
| $10M-$25M | 0 |
| $25M-$50M | 2 |
| $50M-$100M | 1 |
| $100M-$250M | 1 |
| $250M-$500M | 0 |
| $500M-$1B | 0 |
| $1B+ | 0 |
Deals By Geography
Top 3 of 3 regions; European countries are grouped as Europe.
| Region | Deals |
|---|---|
| United States | 3 |
| Canada | 1 |
| Brazil | 1 |
Co-Investors
Bubble size = shared deals
Click a bubble to open that fund in a new tab.
Shows up to 20 co-investors ranked by shared deals. Deals may be shared with multiple funds, so rows overlap. Capital is total round size, not fund cheque size.
| Co-investor | Shared deals |
|---|---|
| Abiomed | 1 |
| Allos Ventures | 1 |
| BBH Capital Partners | 1 |
| Beacon Securities | 1 |
| Birchmere Ventures | 1 |
| BlueTree Capital | 1 |
| BMO Capital Partners | 1 |
| CapitalSource | 1 |
| Caterpillar Financial | 1 |
| CIT | 1 |
| Cormark Securities | 1 |
| Eagle Ventures | 1 |
| Fidelity Management & Research Company | 1 |
| GE Capital | 1 |
| ING | 1 |
| KeyBank | 1 |
| Philips | 1 |
| PLSG Accelerator Fund | 1 |
| PWP Growth Equity | 1 |
| Riverfront Ventures | 1 |
Investment Strategy
| Category | Deals (count) | Share (%) |
|---|---|---|
| Led | 1 | 20% |
| Participating | 4 | 80% |
| Category | Deals (count) | Share (%) |
|---|---|---|
| Single-lead | 0 | 0% |
| Co-led | 1 | 100% |
Team
Founder
Vice Chairman of Investment Banking
Chief Operating Officer
President of Global Equities and Investment Banking
Executive Vice President
Executive Vice President, Finance Chief Financial Officer and Treasurer
President
Financial Advisor
Senior Vice President, Tech & Telecom Group