Institutional Investors

Committed to helping your business thrive.

Deep industry expertise allows us to bring valuable content and actionable ideas to our clients. We’re ready to help guide your business toward its strategic goals through customized financial solutions.

Expertise

Institutional investors recognize KeyBanc Capital Markets as a primary source of research, ideas and access to middle market companies in our focus industries. We hire the top research analysts in their fields, as well as dedicated senior trading and sales professionals to ensure our institutional investor clients are connected with everything needed to be successful. We not only bring ideas and timely research, but we also provide personal monitoring and excellent execution throughout all transactions.

Recently honored for superior investment research by specific analysts covering mid-cap companies, the group as a whole is also recognized regularly by The Wall Street Journal and Institutional Investor as a top provider of investment research.

Recent Awards

Our analysts are recognized as influential and some of the most-watched in their fields. Recent recognition includes:

2016 Thomson Reuters Analyst Awards

Top Stock Pickers by Industry
  • Paul Ridzon ranked #1 in Multi-Utilities
  • Kenneth Zener ranked #1 in Building Products

Top Earnings Estimators by Industry

  • Philip Gibbs ranked #1 in Metals & Mining
  • Donald Hooker ranked #1 in Life Sciences Tools & Services
  • Joe Box ranked #2 in Commercial Services & Supplies
  • Matt Tucker ranked #2 in Multi-Utilities
  • Adam Josephson ranked #3 in Containers & Packaging
  • Paul Ridzon ranked #3 in Electric Utilities

Sectors

KeyBank’s experts focus on specific industry verticals, and are able to bring our institutional investor clients high-quality research, trading and sales in the following sectors:

  • Consumer & Retail
  • Industrial & Basic Materials
  • Oil & Gas
  • Real Estate
  • Utilities, Power & Renewables

We also offer industry newsletters in a wide variety of industry verticals and subsectors. To sign up, visit our email preferences center

Solutions

We offer a broad platform of services, including:

  • Equities
  • Fixed Income & Real Estate Investment Channels
  • Asset management
  • Treasury Management
  • International Transaction Execution

Investor Reports

KeyBanc Capital Markets equity analysts regularly publish insights on the companies and industries in which they specialize. For our clients, we offer company notes, industry reports and our Quick Alerts system that alerts Institutional Investors when there is new thinking from our analysts on the company or industry of interest.

KeyBanc Capital Markets Company Notes provide detailed analysis of the companies we cover including financials, managements, valuations, risks, markets, competitors and prospects.

Contact our equity sales team to learn more about Company Notes, Industry Reports Quick Alerts.

Obtain information about KeyBanc Capital Markets Inc. and its financial professionals. FINRA BrokerCheck

KeyBanc Capital Markets is a trade name under which the corporate and investment banking products and services of KeyCorp® and its subsidiaries, KeyBanc Capital Markets Inc., Member FINRA/SIPC (“KBCMI”), and KeyBank National Association (“KeyBank N.A.”), are marketed. Securities products and services are offered by KeyBanc Capital Markets Inc. and its licensed securities representatives. Banking products and services are offered by KeyBank N.A.

KBCM Research LLC (“KeyBanc Capital Markets Research”), an SEC registered investment advisor, is a wholly owned subsidiary of KeyBanc Capital Markets Inc. KeyBanc Capital Markets Research provides objective and sophisticated Research Services, primarily in the form of published Research Reports, to an institutional client base in exchange for a cash fee. KBCM Research does not provide particularized investment advice with regard to any specific institutional client, on the basis of specific sector or company requests from a client. Our advisory relationship with our clients is strictly limited to the provision of Research Services, which are not to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments. Additional information about KBCM Research LLC also is available on the SEC’s Investment Adviser Public Disclosure (IAPD) website.

Please read our complete KeyBanc Capital Markets disclosure statement.

Securities products and services: Not FDIC Insured • No Bank Guarantee • May Lose Value

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