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