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.

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.

For more than a decade, Stephens' Power and Industrial Technology investment banking group has focused on companies that are positioned to capitalize on the growing demand for technologies, equipment and services that allow cleaner, more efficient and reliable generation, distribution and consumption of energy and resources, and improve manufacturing and/or reduce time to market.

Unique to the investment banking industry, the leaders of our Power and Industrial Technology team have been in the group since its inception. Our team is distinctive in its specialization and combines deep industry knowledge with a full suite of investment banking services to deliver expert advice on mergers, acquisitions, divestitures and capital markets transactions, including public and private equity and debt offerings.

Stephens' investment banking group has extensive relationships with many of the leading companies and investors in targeted sectors, including both public and private companies.

Energy Management

  • Smart Grid
  • Control Systems / Software
  • Energy Efficiency
  • Home Energy Management
  • Power & Energy Engineering

Power Technology

  • Power Supplies & Systems
  • Power Semiconductors
  • Energy Storage

Utility Solutions               

  • Utilities
  • Retail Energy Providers
  • Energy Brokers / Aggregators

Clean Technology

  • Distributed Generation
  • Renewables
  • Alternative Energy

Industrial Technology

  • Industrial Connectivity
  • Electrical Equipment
  • Motors & Drives
  • Generators
  • Mechanical Power Transmission

Applied Technology

  • 3D Systems
  • Lasers
  • Sensors
  • Testing
   
Maximo Blandon
Managing Director, Co-Head of Power and Industrial Technology (212) 891-1734
New York, NY
Joseph S. Mowery
Managing Director, Co-Head of Power & Industrial Technology (501) 377-8266
Little Rock, AR
James (Jim) E. Johnson III
Managing Director, Chief Administrative Officer of Investment Banking (501) 377-2540
Little Rock, AR
Ross Rucker
Managing Director (501) 377-8149
Little Rock, AR
Justin L. Courtney
Managing Director (479) 286-0208
Rogers, AR
Bryan Scanlon
Senior Vice President (501) 377-2420
Little Rock, AR
Thomas Albanese
Vice President (212) 891-1759
New York, NY
Katherine Tappan
Associate (214) 258-2719
Dallas, TX

$105 Million

A Portfolio Company Of

Add-on to Existing Term Loan B

Joint Lead Arranger

$220 Million

Entergy Arkansas, Inc.

Senior Secured Notes

Joint Bookrunner

$345 Million

Private Placement

Joint Lead Arranger

Not disclosed

A Portfolio Company Of

Golden Gate Capital

Has Been Acquired by

Aclara Technologies LLC

Advisor

Not disclosed

Has Acquired

RPM Services & Rentals, LLC

Advisor

$55 Million

Entergy Arkansas

Tack-on to Existing First Mortgage Bonds

Joint Bookrunner

$100 Million

Has Received Investment From

Partners Group

Advisor

$325 Million

Entergy Arkansas

First Mortgage Bonds

Joint Bookrunner

$234 Million

Follow-On Offering

Co-Manager

See all related transactions

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