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Missouri Firm Buys Ziegler Lotsoff Capital Management

Sandra Kilhof

17 October 2013

The St Louis, MO-headquartered financial services firm, Stifel Financial, is acquiring Ziegler Lotsoff Capital Management, a Chicago, IL- and Milwaukee-based asset management business.

The deal will bring new asset management capabilities to Stifel’s existing asset management platform, while ZLCM will continue its long-term partnership with BC Ziegler by continuing to offer investment management services to their mutual clients.

The deal, the terms of which were not disclosed, is expected to close in the fourth quarter of 2013.

The firm conducts its banking, securities, and financial services business through several wholly-owned subsidiaries, including Stifel, Nicolaus & Company in the US, Stifel Nicolaus Europe in the UK and Europe, and Keefe, Bruyette & Woods in the US and Europe.

As of June 30, 2013, Stifel's total assets amounted to $8.5 billion.