Investment Banking

Kade Machen

Managing Director

Expertise: Financial Services
Sector Focus: Financial Institutions

Direct: (214) 258-2711


Mr. Machen joined Stephens in 2015 as a member of the firm’s Financial Institutions Group to extend investment banking coverage in the Southwestern United States for banks and thrifts.  Prior to joining Stephens, he worked as a Director for Sterne Agee and a Vice President for Keefe, Bruyette & Woods advising bank clients on M&A and capital markets transactions.  He has been involved in 27 completed bank M&A transactions with an aggregate deal value of approximately $7.5 billion.  M&A transaction experience includes buy and sell-side whole-bank transactions, branch acquisitions and branch divestitures, FDIC assisted transactions, and 363 bankruptcy transactions.  In addition, he has served as an advisor on 29 completed bank capital markets transactions with aggregate proceeds of $2.7 billion including nine IPOs.  Capital markets transaction experience includes initial public offerings, public and private common stock follow-on offerings, and the issuance of subordinated debt.  Mr. Machen graduated Magna Cum Laude with a B.B.A. in finance and a minor in accounting from Tarleton State University.  He was also selected as the Outstanding Graduate for his class and had the honor of being the sole student to address the graduating class during commencement.

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