Philip Edwards
About Philip Edwards
Philip Edwards is the Managing Director at Jefferies, with extensive experience in mezzanine finance and middle-market transactions.
Title and Current Role
Philip Edwards is the Managing Director at Jefferies in New York. He has been with the company since 2018, where he leads various financial initiatives and strategies. His role involves overseeing important transactions and steering the company’s direction in key financial markets.
Professional Experience at Stifel Financial Corp
Prior to his current role, Philip Edwards served as Managing Director at Stifel Financial Corp. from 2014 to 2018. During his tenure, he contributed to strategic financial planning and execution, playing a crucial part in managing client relationships and driving business development.
Career Journey
Philip Edwards' career journey includes significant roles at several prestigious financial institutions. He was a Director at Lincoln International from 2011 to 2014 and vice President at AIG Global Investment Group from 2006 to 2010. He also held the role of Director at CIBC World Markets from 2004 to 2006. His early career includes roles at Deutsche Bank Securities in the High Yield Capital Markets division, where he worked as an Associate from 2002 to 2003 and as an Analyst/Associate from 2000 to 2002.
Educational Background
Philip Edwards studied at the Cass Business School, where he earned a Master of Science (MSc) in Finance. His academic background laid a strong foundation for his expertise in financial markets and underpins his professional accomplishments.
Expertise in Mezzanine Finance
Philip Edwards has specialized expertise in mezzanine finance, which involves providing subordinated debt or preferred equity in a company's capital structure. His experience in this area complements his broader financial acumen, making him adept at managing complex financial transactions.
Specialization in Middle-Market Transactions
Philip Edwards excels in sourcing, structuring, and executing middle-market transactions. His broad experience across various roles in the financial sector has equipped him with the skills necessary to handle the intricacies of financial deals and client management.