Investment Banking

Our Industries of Focus

The Stephens Investment Banking team focuses on an expanding range of industries, from consumer and healthcare to energy and technology. In each area of focus, we combine in-depth industry knowledge with strong execution.

Stephens Inc. is an investment banking 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.

Since 2009, 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

Name	Phone	Location
Managing Director, Head of Financial Services Thank you for taking a moment to connect. I look forward to talking with you soon. Bruce Miller Bruce Miller Managing Director, Head of Financial Services	(404) 461-5122	Atlanta, GA
Managing Director Thank you for taking a moment to connect. I look forward to talking with you soon. Brian Branson Brian Branson Managing Director	(404) 461-5111	Atlanta, GA
Managing Director Thank you for taking a moment to connect. I look forward to talking with you soon. Jay Brogdon Jay Brogdon Managing Director	(501) 377-2042	Little Rock, AR
Managing Director Thank you for taking a moment to connect. I look forward to talking with you soon. Kevin Cunningham Kevin Cunningham Managing Director Stephens Europe Limited	+44 20 3757 9876	London, UK
Managing Director Thank you for taking a moment to connect. I look forward to talking with you soon. Hugh Elwes Hugh Elwes Managing Director Stephens Europe Limited	+44 20 3757 9860	London, UK
Managing Director Thank you for taking a moment to connect. I look forward to talking with you soon. Blair Farinholt Blair Farinholt Managing Director	(404) 461-5109	Atlanta, GA
Managing Director Thank you for taking a moment to connect. I look forward to talking with you soon. Jim Hemmer Jim Hemmer Managing Director	(312) 292-5754	Chicago, IL
Managing Director Thank you for taking a moment to connect. I look forward to talking with you soon. Jeff Jones Jeff Jones Managing Director	(312) 292-5756	Chicago, IL
Managing Director Thank you for taking a moment to connect. I look forward to talking with you soon. Kade Machen Kade Machen Managing Director	(214) 258-2711	Dallas, TX
Managing Director Thank you for taking a moment to connect. I look forward to talking with you soon. Scott Studwell Scott Studwell Managing Director	(212) 891-1708	New York, NY
Managing Director Thank you for taking a moment to connect. I look forward to talking with you soon. Matthew Switzer Matthew Switzer Managing Director	(804) 296-0275	Richmond, VA
Senior Vice President Thank you for taking a moment to connect. I look forward to talking with you soon. Jimmy Troy Jimmy Troy Senior Vice President	(415) 548-6904	San Francisco, CA
Vice President Thank you for taking a moment to connect. I look forward to talking with you soon. Patrick Allen Patrick Allen Vice President	(404) 461-5124	Atlanta, GA
Vice President Thank you for taking a moment to connect. I look forward to talking with you soon. Justin Evans Justin Evans Vice President	(214) 258-2722	Dallas, TX
Vice President Thank you for taking a moment to connect. I look forward to talking with you soon. Bryan Pyne Bryan Pyne Vice President	(404) 461-5147	Atlanta, GA
Vice President Thank you for taking a moment to connect. I look forward to talking with you soon. Ted Rosinus Ted Rosinus Vice President	(312) 292-5774	Chicago, IL
Associate Thank you for taking a moment to connect. I look forward to talking with you soon. Adam Cunningham Adam Cunningham Associate	(312) 292-5763	Chicago, IL
Associate Thank you for taking a moment to connect. I look forward to talking with you soon. Michael Manser Michael Manser Associate	(804) 939-5423	Richmond, VA


Managing Director, Head of Financial Services Thank you for taking a moment to connect. I look forward to talking with you soon. Bruce Miller Managing Director, Head of Financial Services (404) 461-5122 Atlanta, GA
Managing Director Thank you for taking a moment to connect. I look forward to talking with you soon. Brian Branson Managing Director (404) 461-5111 Atlanta, GA
Managing Director Thank you for taking a moment to connect. I look forward to talking with you soon. Jay Brogdon Managing Director (501) 377-2042 Little Rock, AR
Managing Director Thank you for taking a moment to connect. I look forward to talking with you soon. Kevin Cunningham Managing Director +44 20 3757 9876 London, UK Stephens Europe Limited
Managing Director Thank you for taking a moment to connect. I look forward to talking with you soon. Hugh Elwes Managing Director +44 20 3757 9860 London, UK Stephens Europe Limited
Managing Director Thank you for taking a moment to connect. I look forward to talking with you soon. Blair Farinholt Managing Director (404) 461-5109 Atlanta, GA
Managing Director Thank you for taking a moment to connect. I look forward to talking with you soon. Jim Hemmer Managing Director (312) 292-5754 Chicago, IL
Managing Director Thank you for taking a moment to connect. I look forward to talking with you soon. Jeff Jones Managing Director (312) 292-5756 Chicago, IL
Managing Director Thank you for taking a moment to connect. I look forward to talking with you soon. Kade Machen Managing Director (214) 258-2711 Dallas, TX
Managing Director Thank you for taking a moment to connect. I look forward to talking with you soon. Scott Studwell Managing Director (212) 891-1708 New York, NY
Managing Director Thank you for taking a moment to connect. I look forward to talking with you soon. Matthew Switzer Managing Director (804) 296-0275 Richmond, VA
Senior Vice President Thank you for taking a moment to connect. I look forward to talking with you soon. Jimmy Troy Senior Vice President (415) 548-6904 San Francisco, CA
Vice President Thank you for taking a moment to connect. I look forward to talking with you soon. Patrick Allen Vice President (404) 461-5124 Atlanta, GA
Vice President Thank you for taking a moment to connect. I look forward to talking with you soon. Justin Evans Vice President (214) 258-2722 Dallas, TX
Vice President Thank you for taking a moment to connect. I look forward to talking with you soon. Bryan Pyne Vice President (404) 461-5147 Atlanta, GA
Vice President Thank you for taking a moment to connect. I look forward to talking with you soon. Ted Rosinus Vice President (312) 292-5774 Chicago, IL
Associate Thank you for taking a moment to connect. I look forward to talking with you soon. Adam Cunningham Associate (312) 292-5763 Chicago, IL
Associate Thank you for taking a moment to connect. I look forward to talking with you soon. Michael Manser Associate (804) 939-5423 Richmond, VA