NEWS & INSIGHTS


PR: Bill McLeod To Join Eaton Partners To Strengthen Direct Investment Platform

ROWAYTON, Conn., July 11, 2017 /PRNewswire/ — Eaton Partners, one of the largest placement agents and advisory firms and a wholly owned subsidiary of Stifel Financial Corp. (NYSE: SF), is pleased to announce the appointment of Bill McLeod as a Managing Director. He will continue to be based out of Stifel’s San Francisco office, establishing the eighth global office location for Eaton.

Mr. McLeod, an industry veteran with over 25 years of capital markets and investment banking experience, will focus on growing Eaton Partners’ direct private capital raising platform, advising clients on strategy and providing direct opportunities to investors across the globe. In addition, he will expand Eaton’s origination efforts in the acquisition of new fund clients across the full range of alternative investment strategies.

Most recently, Mr. McLeod was a Senior Managing Director in Stifel’s Equities Group.  He has been instrumental in the integration of Eaton with the broader Stifel platform since the 2016 acquisition and will continue to assist with the coordination of business opportunities between the broader Stifel platform and Eaton.

Mr. McLeod initially joined Stifel when the firm acquired Thomas Weisel Partners in July 2010, where he previously led the capital markets and investment teams for over six years. His background includes acting as Co-Head of US Equity Capital Markets at Banc of America Securities in San Francisco and serving in Equity Capital Markets, Investment Banking, and M&A roles with J.P. Morgan in New York.  Bill earned an MBA degree from the University of Chicago Booth School of Business and a BBA degree from Southern Methodist University.

“We are thrilled to have Bill join the Eaton team. His deep industry expertise and set of relationships makes him uniquely qualified to develop our direct investment platform,” said Charlie Eaton, Partner at Eaton Partners. “Being part of Stifel has been instrumental in the elevation of our global platform and continues to provide value to our corporate expansion efforts.”

“Direct investing by family offices and large institutions is increasing across the globe and Eaton Partners has strong existing relationships with these investors,” said Mr. McLeod. “I’m looking forward to helping Eaton continue to grow its direct placement and fund business, and to help capitalize on the capabilities of the broader Stifel platform.”

In April, Eaton Partners announced the formation of a team dedicated to direct capital raising, providing opportunities to institutional clients who are pursuing investments outside of the traditional commingled fund structure. Eaton Partners became a wholly owned subsidiary and affiliate of Stifel in January 2016. In addition to the new San Francisco location, Eaton Partners has offices in ChicagoHong KongHoustonLondon, Rowayton, San Diego, and Shanghai.

Back to News