Debt Capital Markets
Equity Capital Markets
Mergers & Acquisitions
Financial Sponsors Group    
Private Company Advisory      

Financial Services

Overview

Stephens Inc. is an advisor to a broad spectrum of financial services companies. Representative clients include: regional and various community banks and thrifts, consumer finance companies, broker / dealers, wealth managers, insurance brokers and underwriters and third-party administrators. The Financial Services Group serves public and private companies in addition to private equity groups.

Over the past five years, Stephens Inc. has advised on 19 M&A transactions in the financial services sector with a total transaction value approaching $3 billion.  In addition to our M&A experience, we have lead-managed or co-managed more than 30 equity and debt offerings in the sector since 2008, with a total offering value approaching $5.3 billion.

 

Financial Institutions
  • Banks and Thrifts
  • Broker / Dealers
  • Wealth Managers
  • Mortgage Companies
 Insurance
  • Insurance Brokers
  • Insurance Companies
  • Third-party Administrators
Specialty Finance
  • Consumer Finance Companies
  • Small Business Lenders
  • Commercial Rental & Leasing Companies