J.R. Bartrug

J.R. Bartrug

Managing Director - Stifel @ Stifel Financial Corp.

About

• Environmental Services Investment Banking • Advised clients across the Environmental Services sector including solid waste, hazardous waste, liquid waste, medical waste, recycling, etc. • Closed 80 transactions totaling more than $39 billion in consideration • Executed sell side M&A ($6bn), buy side M&A ($4bn), debt capital markets ($14bn), equity capital markets ($6bn), and other transactions ($9bn) • Advised sponsor-owned, founder-owned, and public companies across a wide variety of transaction structures including cross-border M&A, corporate divestitures, carve-outs, minority investments, take-privates and fairness opinions /*********/ Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms: www.stifel.com/disclosures.

Country

United States

City

Baltimore

Industry

Investment Banking

Skill

Series 24, Investments, Financial Modeling, Portfolio Management, LBO, DCF, Financial Analysis, Finance, Mutual Funds, Valuation, Corporate Finance, Analysis, Investment Banking, Bloomberg, Accounting, Microsoft Excel, Capital IQ, Due Diligence, Equity Valuation, Series 79

Experience

Stifel Financial Corp.

Managing Director - Stifel

Stifel Financial Corp.

LinkedIn
2025-3 - Present · 1 yr 7 mos

Baltimore, Maryland, United States

Environmental Services Investment Banking • Advised clients across the Environmental Services sector including solid waste, hazardous waste, liquid waste, medical waste, recycling, etc. • Closed 80 transactions totaling more than $39 billion in consideration • Executed sell side M&A ($6bn), buy side M&A ($4bn), debt capital markets ($14bn), equity capital markets ($6bn), and other transactions ($9bn) • Advised sponsor-owned, founder-owned, and public companies across a wide variety of transaction structures including cross-border M&A, corporate divestitures, carve-outs, minority investments, take-privates and fairness opinions • Performed all types of valuation analyses including DCF, LBO, ROIC, sum-of-the-parts, and accretion/dilution models • Prepared comprehensive industry analyses • Series 79 & Series 63

Stifel Financial Corp.

Investment Banking Director - Stifel

Stifel Financial Corp.

LinkedIn
2021-2 - 2025-3 · 4 yrs 2 mos

Baltimore, Maryland, United States

Stifel Financial Corp.

Investment Banking Vice President - Stifel

Stifel Financial Corp.

LinkedIn
2018-3 - 2021-2 · 3 yrs

Baltimore, Maryland, United States

Stifel Financial Corp.

Investment Banking Associate - Stifel

Stifel Financial Corp.

LinkedIn
2014-1 - 2018-2 · 4 yrs 2 mos

Baltimore, Maryland, United States

Stifel Financial Corp.

Investment Banking Analyst - Stifel

Stifel Financial Corp.

LinkedIn
2011-7 - 2013-12 · 2 yrs 6 mos

Baltimore, Maryland, United States

University of Richmond

Business Student

University of Richmond

LinkedIn
2007-8 - 2011-5 · 3 yrs 10 mos

Richmond, VA

• Bachelor of Science in Business Administration • Accounting Major & Finance Concentration • Magna Cum Laude

Merrill Lynch

Private Wealth Management Intern

Merrill Lynch

LinkedIn
2010-6 - 2010-8 · 3 mos

Ocean City, MD

Education

University of Richmond - Robins School of Business

University of Richmond - Robins School of Business

LinkedIn

Accounting & Finance

2007 - 2011 · 4 yrs

Magna Cum Laude

The University of Edinburgh

The University of Edinburgh

LinkedIn

Business

2009 - 2009

Study Abroad - Fall Semester 2009

J.R. Bartrug's Contact Information

Email

******@***.com

Phone

(**) *** ****

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