Eaton Partners taps McLeod as MD

Placement agent Eaton Partners, a subsidiary of Stifel Financial Corp, has named Bill McLeod as a managing director. Previously, McLeod worked in Stifel‘s equities group where he served as a senior managing director.


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 Chicago, Hong Kong, Houston, London, Rowayton, San Diego, and Shanghai.

About Eaton Partners, LLC
With over 65 professionals across eight offices in North America, Europe, and Asia, Eaton Partners is widely recognized as one of the largest and most experienced global placement agents. Since 1983, the firm has participated in raising over $75 billion of institutional capital across more than 100 highly differentiated alternative investment funds and offerings, including limited partnership interests, general partner interests, co-investments and direct investment opportunities. The firm raises institutional capital for investment managers across a full range of alternative strategies: private equity, private credit, real assets, real estate, and hedge funds/public market strategies.

Eaton Partners, LLC, is a registered broker-dealer and a member of FINRA. It is registered as an Introducing Broker with the Commodity Futures Trading Commission and is a member of the National Futures Association (NFA). Eaton Partners (UK) LLP is authorized and regulated by the Financial Conduct Authority (FCA). Eaton Partners Advisors (HK) Limited is approved as a Type 1 License company under the Securities and Futures Commission (SFC) in Hong Kong. Eaton Partners and the Eaton partners logo are trademarks of Eaton Partners, LLC, a limited liability company ® Eaton Partners, LLC, 2017. Eaton Partners, LLC is a wholly owned subsidiary and affiliate of Stifel Financial Corp.

Stifel Company Information
Stifel Financial Corp. (NYSE: SF) is a financial services holding company headquartered in St. Louis, Missouri, that conducts its banking, securities, and financial services business through several wholly owned subsidiaries. Stifel’s broker-dealer clients are served in the United States through Stifel, Nicolaus & Company, Incorporated; Keefe Bruyette & Woods, Inc.; Miller Buckfire & Co., LLC; Century Securities Associates, Inc.; and Eaton Partners, LLC, and in the United Kingdom and Europe through Stifel Nicolaus Europe Limited. The Company’s broker-dealer affiliates provide securities brokerage, investment banking, trading, investment advisory, and related financial services to individual investors, professional money managers, businesses, and municipalities. Stifel Bank & Trust offers a full range of consumer and commercial lending solutions. Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. offer trust and related services. To learn more about Stifel, please visit the Company’s web site at