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Calfee clients Finance 500, Inc. and CB Resource, Inc. recently entered into a definitive agreement to be sold to Stifel Financial Corp. (NYSE: SF).

Finance 500, Inc. and CB Resource, Inc. are based in Irvine, California, and operate as strategic partners under common ownership and serve as market leaders in the underwriting and issuance of certificates of deposits. The companies assisted more than 1,200 depository institutions in raising more than $200 billion to support funding needs. Finance 500, Inc. is a brokerage and investment services provider focused on underwriting FDIC-insured Certificates of Deposits and fixed-income securities trading. CB Resource, Inc. operates as F500 Performance Management Group and integrated ERM, strategic, and capital plan solutions and industry analytics through its fully integrated, tech-enabled platform.

Stifel Financial Corp. 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 U.S. through Stifel, Nicolaus & Company, Incorporated (including its Eaton Partners and Miller Buckfire business divisions), Keefe, Bruyette & Woods, Inc., and Stifel Independent Advisors, LLC. In Canada, Stifel's broker-dealer clients are served through Stifel Nicolaus Canada Inc. In the UK and Europe, clients are served 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 and Stifel Bank & Trust offer 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.

Calfee’s legal team is led by Corporate and Finance Group Partner Michael B. Hurley and includes Senior Counsel Unekuojo Idachaba and Associate Attorney Tianshu (Allie) Ji. 

Read the full news release.


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Susan M. Kurz
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216.622.8346 (office)
513.502.8950 (mobile)

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