CITY OF OCOEE, FLORIDA Request for Qualifications (RFQ) #1603 for Investment Banking Services Due Date: August 22, 2016 Stifel, Nicolaus & Company, Incorporated (Federal Taxpayer Identification Number: 43-0538770) Matthew Sansbury, Managing Director (407) 956-6804 |
[email protected] Margaret Lezcano, Managing Director (407) 956-6803 |
[email protected] 111 N. Magnolia Avenue, Suite 1175 Orlando, Florida 32801 August 22, 2016 Ms. Joyce Tolbert Purchasing Agent, City of Ocoee 150 N. Lakeshore Drive Ocoee, Florida 34761 Dear Ms. Tolbert: On behalf of Stifel, Nicolaus & Company, Incorporated (“Stifel”), we are pleased to submit our response to the City of Ocoee’s (the “City”) Request for Qualifications for Investment Banking Services (“RFQ”). Stifel began as a single office in St. Louis in 1890 and today is a full service investment bank with approximately 395 offices and nearly 7,500 employees worldwide. Stifel brings deep expertise to providing financial services to an array of clients, including municipalities, individuals, public and private businesses, and institutional and professional money managers. At Stifel, our people make the difference, as our financial professionals respect the importance of relationships built on trust and value delivered. The points below highlight why the City would benefit from selecting Stifel as its senior manager: . EXTENSIVE FIRM-WIDE NATIONAL PUBLIC FINANCE EXPERIENCE According to industry league tables, Stifel has been the top ranked Public Finance Department based on the number of negotiated transactions completed annually since 2010. For 2016 YTD, Stifel once again tops the negotiated underwriter rankings, having senior managed 491 transactions (25% more than the second ranked firm) valued at a total par amount of approximately $10.8 billion (ranking us 7th nationally based on par amount underwritten).