Investment Banking & Capital Markets

Leadership in investment banking

You expect your investment bank to understand your company and industry inside and out. With Wells Fargo Securities, you get that – and much more. 

We take the time to listen and learn about your business — growth opportunities, challenges, and operations. We combine this informed perspective with our product knowledge and market expertise to work with you and your team on a vision for your business, and we have the capital strength to help support your goals.

As your trusted advisor in investment banking, we provide strategic and capital markets expertise, advice, and execution for public finance, real estate, and the following industries:

Consumer & retail

Our consumer and retail team provides industry knowledge and expertise to advice companies across the following industry sectors:

  • Consumer and retail
  • Energy and power
  • Financial institutions
  • Gaming
  • Healthcare
  • Industrials
  • Media and education
  • Technology
  • Telecommunications and infrastructure

Energy & power

Our energy and power team provides industry knowledge and expertise to advice companies across the following industry sectors:

  • Upstream
  • Midstream
  • Service & supply
  • Major integrated power
  • Downstream
  • Merchant power
  • Renewables
  • Propane
  • Liquid natural gas
  • Electric & gas distributor
  • Integrated electric utility

Financial institutions

Our financial institutions team provides industry knowledge and expertise to advice companies across the following industry sectors:

  • Asset management
  • Depositories & banks
  • Insurance
  • Specialty finance
  • Exchanges & market structure

Financial sponsors

The financial sponsors group provides corporate and investment banking services to the private equity industry. We collaborate with our industry and product specialists to provide advice and execution for their portfolio companies, from acquisition ideas and financing to eventual monetization through an initial public offering or sale.

Gaming

Our gaming team provides industry knowledge and expertise to advise companies across the following industry sectors:

  • Land-based hotels/casinos
  • Riverboat casinos
  • Native American casinos
  • Gaming equipment manufacturers

Healthcare

Our healthcare team provides industry knowledge and expertise to advise companies across the following industry sectors:

  • Biopharmaceuticals
  • Medical products
  • Healthcare services
    • Alternate site/outsourcing
    • Facilities
    • Drug stores
    • Information technology
    • Real estate investment trusts (REIT)
    • Long-term care
    • Managed care
    • Pharmaceutical outsourcing/distribution
    • Physician practice management

Industrials

Our industrials team provides industry knowledge and expertise to advise companies across the following industry sectors:

  • Building products & homebuilding
  • Forest products & packaging
  • Chemicals
  • Metals & mining
  • Capital goods
  • Diversified services
  • Defense, aerospace & technology services
  • Transportation & logistics

Media & education

Our media and education team provides industry knowledge and expertise to advise companies across the following industry sectors:

  • Traditional media
  • Diversified media, entertainment & leisure
  • Education
    • Tech-enabled services
    • Software & technology
    • Publishing & content
    • Corporate training/lifelong learning

Technology

Our technology team provides industry knowledge and expertise to advise companies across the following industry sectors:

  • Business & transaction services
    • Financial technology
    • Business & information services
  • Systems
  • Internet & digital media
  • Software
  • Semiconductors
  • Clean technology

Telecommunications & infrastructure

Our telecommunications and infrastructure team provides industry knowledge and expertise to advise companies across the following industry sectors:

  • Cable
  • Data center/hosting & tower infrastructure
  • Wireline/wireless

Our product specialists work closely with our industry bankers to deliver expert advisory services. We also provide comprehensive origination and underwriting across the equity and debt capital markets.

Advisory services

Our advisory services include:

  • Mergers & acquisitions
  • Quantitative corporate finance
  • Financial restructurings
  • Strategic alternative assessments
  • Private placements
  • Ratings advisory
  • Defense advisory
  • Fairness opinions
  • Liability management

Equity capital markets

Our capabilities in the equity capital markets include:

  • Primary and secondary common stock offerings
  • Initial public offerings
  • At-the-market offerings
  • Convertible securities
  • Market risk management

Debt capital markets

Our capabilities in the debt capital markets include:

  • High grade offerings
  • Leveraged finance offerings
  • Preferred stock offerings
  • Syndicated loans
  • Asset-backed finance and securitization
  • Market risk management

Ares: Financial advisor, $3.4 billion acquisition of American Capital, January 2017 Invitation Homes: Joint book-running manager, $1,771,000,000 initial public offering, January 2017 Krispy Kreme: Financial advisor, $1.34 billion sale to JABB Beech, July 2016 Microsoft: Joint book-running manager, $19.75 billion investment grade notes, August 2016 TransCanada: Exclusive financial advisor, $13 billion acquisition of Columbia Pipeline Group, July 2016 Verizon: Financial advisor, $2.4 billion acquisition of Fleetmatics, November 2016

Wells Fargo Securities ranks in the top 10 in all capital markets sectors and has been ranked #3 in total number of U.S. investment banking transactions for each of the past seven years.1

Some additional examples of our leadership in the credit markets include: 

  • #1 in high grade trading2
  • #1 lead arranger of asset-based loans1
  • #1 in preferred stock originations1
  • #1 in oil and gas loan syndications1
  • #1 in real estate loan syndications1
  • #3 in leveraged loan syndications1

1. Dealogic
2. MarketAxess