Investment Banking

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

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. Jay Bliley Jay Bliley Managing Director	(404) 461-5135	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. 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. Frank Sorrentino Frank Sorrentino Managing Director	(212) 891-1767	New York, NY
Managing Director, Head of Equity Capital Markets and Head of US Depositories Thank you for taking a moment to connect. I look forward to talking with you soon. Scott Studwell Scott Studwell Managing Director, Head of Equity Capital Markets and Head of US Depositories	(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
Managing Director Thank you for taking a moment to connect. I look forward to talking with you soon. Jimmy Troy Jimmy Troy Managing Director	(415) 548-6904	San Francisco, CA
Senior Vice President Thank you for taking a moment to connect. I look forward to talking with you soon. Justin Evans Justin Evans Senior Vice President	(214) 258-2722	Dallas, TX
Managing Director Thank you for taking a moment to connect. I look forward to talking with you soon. Ted Rosinus Ted Rosinus Managing Director	(312) 292-5774	Chicago, IL
Vice President Thank you for taking a moment to connect. I look forward to talking with you soon. David Alexander David Alexander Vice President	(404) 461-5106	Atlanta, GA
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. Adam Cunningham Adam Cunningham Vice President	(312) 292-5763	Chicago, IL
Vice President Thank you for taking a moment to connect. I look forward to talking with you soon. Adam Glasier Adam Glasier Vice President	(501) 377-2237	Little Rock, AR
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
Associate Thank you for taking a moment to connect. I look forward to talking with you soon. James Clingman James Clingman Associate	(214) 258-2768	Dallas, TX
Associate Director Thank you for taking a moment to connect. I look forward to talking with you soon. Jake Delaney Jake Delaney Associate Director Stephens Europe Limited	+44 20 3757 9891	London, UK
Associate Thank you for taking a moment to connect. I look forward to talking with you soon. Philip Macaluso Philip Macaluso Associate	(404) 461-5167	Atlanta, GA
Associate Thank you for taking a moment to connect. I look forward to talking with you soon. Paul McKelvey Paul McKelvey Associate	(404) 461-5144	Atlanta, GA
Associate Thank you for taking a moment to connect. I look forward to talking with you soon. Sara Neves Sara Neves Associate	+44 20 3757 9869	London, UK
Associate Thank you for taking a moment to connect. I look forward to talking with you soon. Justice Purser Justice Purser Associate	(404) 461-5123	Atlanta, GA
Associate Thank you for taking a moment to connect. I look forward to talking with you soon. Matthew Sealy Matthew Sealy Associate	(501) 377-2086	Little Rock, AR
Associate Thank you for taking a moment to connect. I look forward to talking with you soon. John Sullivan, CFA John Sullivan, CFA Associate	(804) 939-5423	Richmond, VA
Associate Thank you for taking a moment to connect. I look forward to talking with you soon. Buster Williams Buster Williams Associate	(214) 258-2730	Dallas, TX


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. Jay Bliley Managing Director (404) 461-5135 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. 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. Frank Sorrentino Managing Director (212) 891-1767 New York, NY
Managing Director, Head of Equity Capital Markets and Head of US Depositories Thank you for taking a moment to connect. I look forward to talking with you soon. Scott Studwell Managing Director, Head of Equity Capital Markets and Head of US Depositories (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
Managing Director Thank you for taking a moment to connect. I look forward to talking with you soon. Jimmy Troy Managing Director (415) 548-6904 San Francisco, CA
Senior Vice President Thank you for taking a moment to connect. I look forward to talking with you soon. Justin Evans Senior Vice President (214) 258-2722 Dallas, TX
Managing Director Thank you for taking a moment to connect. I look forward to talking with you soon. Ted Rosinus Managing Director (312) 292-5774 Chicago, IL
Vice President Thank you for taking a moment to connect. I look forward to talking with you soon. David Alexander Vice President (404) 461-5106 Atlanta, GA
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. Adam Cunningham Vice President (312) 292-5763 Chicago, IL
Vice President Thank you for taking a moment to connect. I look forward to talking with you soon. Adam Glasier Vice President (501) 377-2237 Little Rock, AR
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
Associate Thank you for taking a moment to connect. I look forward to talking with you soon. James Clingman Associate (214) 258-2768 Dallas, TX
Associate Director Thank you for taking a moment to connect. I look forward to talking with you soon. Jake Delaney Associate Director +44 20 3757 9891 London, UK Stephens Europe Limited
Associate Thank you for taking a moment to connect. I look forward to talking with you soon. Philip Macaluso Associate (404) 461-5167 Atlanta, GA
Associate Thank you for taking a moment to connect. I look forward to talking with you soon. Paul McKelvey Associate (404) 461-5144 Atlanta, GA
Associate Thank you for taking a moment to connect. I look forward to talking with you soon. Sara Neves Associate +44 20 3757 9869 London, UK
Associate Thank you for taking a moment to connect. I look forward to talking with you soon. Justice Purser Associate (404) 461-5123 Atlanta, GA
Associate Thank you for taking a moment to connect. I look forward to talking with you soon. Matthew Sealy Associate (501) 377-2086 Little Rock, AR
Associate Thank you for taking a moment to connect. I look forward to talking with you soon. John Sullivan, CFA Associate (804) 939-5423 Richmond, VA
Associate Thank you for taking a moment to connect. I look forward to talking with you soon. Buster Williams Associate (214) 258-2730 Dallas, TX