Four Morgan Keegan equity analysts ranked among nation's best in their respective industry sectors by the Forbes.com/StarMine "Best Brokerage Analysts of 2005" survey.
Morgan Keegan reports record revenues of $1.02 billion and record earnings of $151 million.
Three Morgan Keegan analysts are recognized by The Wall Street Journal's "Best on the Street" 2006 Analysts Survey.
Morgan Keegan's Focus List is ranked first among the recommended stock lists of leading national and regional brokerage firms for the second half of 2005 and the first half of 2006, according to Zacks Investment Research, Inc.
2007
As part of the Regions and AmSouth merger, Morgan Keegan acquires AmSouth Investment Services. Morgan Keegan opens more than 80 new satellite locations in Alabama, Mississippi, Georgia, Florida and Tennessee to serve the investment needs of the expanded Regions footprint. Regions Financial successfully completes merger with AmSouth, creating one of the largest bank holding companies in the nation.
For the 14th consecutive year, Morgan Keegan is the top underwriter for municipal bond issues in the South Central U.S. in 2006, according to Thomson Financial.
Morgan Keegan's Focus List ranks first among the recommended stock lists of 13 leading national and regional brokerage firms with an 83.71% return for the three years ended December 31, 2006, according to Zacks Investment Research, Inc.
Six Morgan Keegan equity research analysts are among the top-ranked earnings estimators and stock pickers in the nation in the Forbes.com/StarMine 2006 rankings of Wall Street’s Best Brokerage Analysts.
Morgan Keegan completes the acquisition of Shattuck Hammond Partners LLC, an independent investment banking and financial advisory firm specializing in the healthcare services industry.
Allen Morgan, founder of Morgan Keegan, retires as chairman of the firm and vice chairman of Regions Financial, effective December 31, 2007. Regions Board of Directors recognizes Morgan’s significant contributions to the company by naming him chairman emeritus of Morgan Keegan.
2008
John C. Carson, Jr., former president of Fixed Income Capital Markets and an executive managing director of the firm, is named chief executive officer of Morgan Keegan & Company on February 27, 2008. On the same date, R. Patrick Kruczek, former chief administrative officer and director of Equity Research, is named president and chief operating officer of the firm.
Robert A. Baird, executive managing director and former head of fixed income investment banking, is named president of the firm’s Fixed Income Capital Markets Group in March. Kevin Giddis, former manager of retail fixed income trading, is named head of fixed income sales, trading and research.
Seven Morgan Keegan equity research analysts are named among the nation’s best in two annual surveys published by The Financial Times and The Wall Street Journal.
Morgan Keegan opens new branch office in San Antonio, Texas.
Thomson Reuters ranks Morgan Keegan 10th largest underwriter of municipal bonds in nation and the No. 1 underwriter of municipal bonds in the South Central U.S. for the six months ending June 30, 2008.
Shattuck Hammond Partners division opens new office in Nashville, Tenn.
The firm announces the hiring of nine municipal banking, sales and trading professionals in the Northeast, the second expansion in that market in just over a year.
Morgan Keegan acquires Revolution Partners, LLC, a Boston-based investment banking boutique specializing in mergers and acquisitions and private capital advisory services for the technology industry.
Morgan Keegan acquires Burke Capital Group, LLC, an Atlanta-based investment banking firm specializing in mergers and acquisitions and private capital advisory services to financial institutions in the Southeastern U.S.
2009
Morgan Keegan moved into the ranks of the nation’s top ten underwriters of municipal bond issues in 2008, serving as book running manager on 457 issues with a par value of $10.7 billion.
Morgan Keegan led the underwriting effort for the $3.64 million sale of Recovery Zone Economic Development Bonds issued by Lafayette, La., the first municipal debt issuer to take advantage of this federally subsidized program.
Opened new office in Aventura, Florida, and Swansea, Illinois.
Five Morgan Keegan & Company equity research analysts were among the top-ranked stock pickers and earnings estimators in the nation in The Financial Times/StarMine 2009 Analyst Awards.
Morgan Keegan’s Focus List of recommended stocks ranked first among the recommended stock lists of 14 leading national and regional brokerage firms with an 13.09% return for the five years ended December 31, 2008, according to Zacks Investment Research, Inc.
2010
Seven Morgan Keegan analysts were among the top stock pickers and earnings estimators in the nation in the annual surveys published by Financial Times / StarMine. The rankings make Morgan Keegan the third most productive broker in 2009, according to Financial Times / StarMine.
For the third consecutive year, Morgan Keegan's Focus List has the highest returns among the recommended stock lists of 13 leading national and regional brokerage firms with a 28.5% return for the five years ended December 31, 2009, according to Zacks Investment Research, Inc.
Morgan Keegan was the eighth leading underwriter of municipal bonds in the country for 2009, serving as book running manager on 578 issues with a par amount of $12.8 billion, according to Thomson Reuters, one of the nation’s leading municipal bond information services.
The firm announces the formation of a new Investment Banking division, bringing together the more than 300 investment banking professionals from the firm’s Equity Capital Markets and Fixed Income Capital Markets divisions to provide a broad scope of services and capabilities to the firm’s corporate and public sector clients. Robert A. Baird, executive managing director and 31-year veteran of Morgan Keegan, is named president of the new Investment Banking division.
2011
Morgan Keegan was the 9th leading undewriter of municipal bonds in the country for 2010, serving as book running manager on 751 issues with a par amount of $13.4 billion, according to Thomson Reuters.
The firm announced expansion of its retail presence in the Washington, D.C./Baltimore, Md., area with offices planned for the Washington, Baltimore, Bethesda and Northern Virginia markets.
Morgan Keegan's Focus List had the highest returns among the recommended stock lists of 12 leading national and regional brokerage firms with a 33.45% return for the five years ended December 31, 2010, according to Zacks Investment Research, Inc. This is the fifth consecutive time that Morgan Keegan’s Focus List has ranked #1 for the five-year period. In an article published January 29, 2011, in Barron's titled “Market Beaters,” Zacks reported the 33.45% return posted by Morgan Keegan's Focus List substantially outperformed the recommended lists of Goldman Sachs, Edward Jones, Raymond James and Wells Fargo, as well as the Standard & Poor's 500 Composite’s 2.29% gain for the five-year period.
Six Morgan Keegan & Company equity research analysts were among the top-ranked stock pickers and earnings estimators in the nation in The Financial Times/StarMine 2010 Analyst Awards.
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