Investment Banking

The Investment Banking team at Stephens offers a full-range of services to an array of sectors and industries, from consumer and healthcare to energy and technology.

Stephens Investment Banking For The Middle Market - Sectors

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

 

 

 

   
Bruce Miller
Managing Director, Head of Financial Services (404) 461-5122
Atlanta, GA
Brian Branson
Managing Director (404) 461-5111
Atlanta, GA
Jay Brogdon
Managing Director (501) 377-2042
Little Rock, AR
Kevin Cunningham
Managing Director +44 20 3757 9876
London, UK

Stephens Europe Limited
Hugh Elwes
Managing Director +44 20 3757 9860
London, UK

Stephens Europe Limited
Blair Farinholt
Managing Director (404) 461-5109
Atlanta, GA
Jim Hemmer
Managing Director (312) 292-5754
Chicago, IL
Jeff Jones
Managing Director, Co-Head of Financial Institutions (312) 292-5756
Chicago, IL
Kade Machen
Managing Director (214) 258-2711
Dallas, TX
Scott Studwell
Managing Director, Head of Equity Capital Markets and Co-Head of Financial Institutions (212) 891-1708
New York, NY
Matthew Switzer
Managing Director (804) 296-0275
Richmond, VA
Jimmy Troy
Managing Director (415) 548-6904
San Francisco, CA
Justin Evans
Senior Vice President (214) 258-2722
Dallas, TX
David Alexander
Vice President (404) 461-5106
Atlanta, GA
Patrick Allen
Vice President (404) 461-5124
Atlanta, GA
Adam Glasier
Vice President (501) 377-2237
Little Rock, AR
Bryan Pyne
Vice President (404) 461-5147
Atlanta, GA
Ted Rosinus
Vice President (312) 292-5774
Chicago, IL
James Clingman
Associate (214) 258-2768
Dallas, TX
Adam Cunningham
Associate (312) 292-5763
Chicago, IL
Jake Delaney
Associate +44 20 3757 9891
London, UK

Stephens Europe Limited
Maria Lasauskaite
Associate +44 20 3757 9878
London, UK

Stephens Europe Limited
Paul McKelvey
Associate (404) 461-5144
Atlanta, GA
John Sullivan, CFA
Associate (804) 939-5423
Richmond, VA
Buster Williams
Associate (214) 258-2730
Dallas, TX

$24 Million

Has Agreed To Acquire

FMB Equibanc, Inc.

Advisor

$145 Million

Has Agreed To Acquire

Bridgeview Bancorp, Inc.

Advisor

$64 Million

Has Agreed To Acquire

First Beeville Financial Corporation

Advisor and Fairness Opinion

Not disclosed

Has Merged With

Inter National Bank

Advisor

Not disclosed

Has Agreed to Merge With

FirstCapital Bank of Texas, N.A.

Advisor and Fairness Opinion

$200 Million

Senior Secured Credit Facility

Advisor

$135 Million

Has Agreed To Acquire

Salin Bancshares, Inc.

The Holding Company Of

Salin Bank & Trust Company

Advisor and Fairness Opinion

$100 Million

Senior Secured Credit Facility

Ares Management L.P.

Advisor

$28 Million

Initial Public Offering

Joint Bookrunner

See all related transactions

(800) 643-9691 | Member NYSE, SIPC

© 2018 Stephens Inc. All rights reserved.