Consumer
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If you have any questions or concerns about someone from Stephens contacting you, please call your Stephens Representative or reach out to us via our Contact Us form.
We provide investment banking, research, sales and trading, asset and wealth management, public finance, insurance, private capital, and family office services.
We are a family-owned financial services firm that values client relationships, long-term stability, and supporting the communities where we live and work.
The idea of family defines our culture, because each of us knows that our reputation is on the line as if our own name was on the door.
Our reputation as a leading independent financial services firm is built on the stability of our longstanding and highly experienced senior executives.
We are committed to bettering the communities where we live and operate. We do this by supporting corporate philanthropy, economic and financial literacy advocacy, and professional success.
Stephens is proud to sponsor the PGA TOUR, LPGA Tour, and PGA TOUR Champions careers, as well as applaud the philanthropic endeavors, of our Brand Ambassadors.
Stephens is the official investment banking partner of Williams Racing, one of the most winning teams in F1 history. We share that tradition of success.
We host many highly informative meetings each year with clients, industry decision makers, and thought leaders across the U.S. and in Europe.
Consumer
Our dealership investment banking team advises businesses and owners across all verticals in the industry, including auto retail, heavy truck, equipment, agriculture, recreational vehicles, and marine. This includes providing investment banking services to private and public companies seeking M&A expertise, growth capital, and access to the debt and equity capital markets.
Family-owned businesses are a significant portion of Stephens clients. They are especially predominant in the Dealership sector, comprising the vast majority of those businesses. As a family-owned business itself, Stephens is uniquely positioned among financial services firms to understand and help family businesses with their challenges and aspirations.
Partners, Not Buyers – Family Offices & Dealership Legacy
Family Offices are growing trend in automotive dealerships who are looking to partner for growth, get a minority or majority investor, or possibly execute a full sale. Mickey McFarlin, head of Stephens Private Capital Markets team and Joe Mowery, head of Stephens Automotive Investment Banking, sat down to discuss the benefits of Family Offices partnering with Dealerships.
Advising Like Owners – Building Real Client Relationships
Head of Dealership Joe Mowery and Senior Vice President Stan Dimitrov share how Stephens distinction as a privately held, full-service investment bank with a dedicated dealership practice empowers the firm to deliver independent, client-first advice backed by the full resources of Stephens.
Credit Markets for Dealers
At a certain size, dealerships need to consider institutional financing to consolidate loans, get competitive terms, decouple personal guarantees, and arrange financing ahead of potential acquisitions. Joe Mowery discussed these options with Stephens Debt Capital Markets co-lead, Davidson Hall.
Our senior bankers have successfully worked on some of the largest and most significant dealership transactions in the history of the subsector. We are experienced in all aspects of equity and debt capital raising for dealerships, possessing thorough knowledge of potential buyers and a rare understanding of their negotiation tactics.
M&A Advisory
Has Been Acquired By
$1.45 Billion
M&A Advisory
The Herb Chambers Companies
FINANCIAL ADVISOR
Dealerships
Private Companies
Public Companies
M&A Advisory
Has Been Acquired By
M&A Advisory
Has Sold Its Michigan Platform To
M&A Advisory
Ken Garff Automotive Group
Financial Advisor
Dealerships
Private Companies
07/18/2022
Learn MoreM&A Advisory
Has Been Acquired By
M&A Advisory
Sisk Automotive Group
Financial Advisor
Dealerships
Private Companies
Family Office Advisory
01/31/2022
Learn MoreM&A Advisory
Has Been Acquired By
M&A Advisory
Holland RV Centers
Financial Advisor
Dealerships
Private Companies
01/20/2022
Learn MoreDebt Capital Markets
Senior Unsecured Notes
$1.15 Billion
Debt Capital Markets
Sonic Automotive, Inc.
Co-Manager
Dealerships
Public Companies
Equity Capital Markets
Follow-On Offering
$1.0 Billion
Equity Capital Markets
Lithia Motors, Inc.
Bookrunner
Dealerships
Public Companies
M&A Advisory
Has Sold 11 Of Its 12 Dealerships To
M&A Advisory
Peacock Automotive Group
Financial Advisor
Dealerships
Public Companies
04/20/2021
Learn More
