Kade Machen | Investment Banking | Stephens

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What We Do

We provide investment banking, research, sales and trading, asset and wealth management, public finance, insurance, private capital, and family office services.

About Us

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 Stephens Story

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.

Impact Initiatives

We are committed to corporate philanthropy; economic and financial literacy advocacy; and diversity, equity, and inclusion initiatives.

Our Brand Ambassadors

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.

Making Connections

We host many highly informative meetings each year with clients, industry decision makers, and thought leaders across the U.S. and in Europe.

Our People

Kade Machen

Managing Director

(214) 258-2711 Send a message
Financial Institutions Group
Kade Machen

Mr. Machen joined Stephens in 2015 as a member of the firm’s Financial Institutions Group to extend investment banking coverage in the Southwestern United States for banks and thrifts. Prior to joining Stephens, he worked as a Director for Sterne Agee and a Vice President for Keefe, Bruyette & Woods advising bank clients on M&A and capital markets transactions. He has been involved in more than 45 completed bank M&A transactions with an aggregate deal value in excess of $13 billion. M&A transaction experience includes buy and sell-side whole-bank transactions, branch acquisitions and branch divestitures, FDIC assisted transactions, and section 363 bankruptcy transactions. In addition, he has served as an advisor on more than 35 completed bank capital markets transactions with aggregate proceeds in excess of $4 billion including 11 IPOs. Capital markets transaction experience includes initial public offerings, public and private common stock follow-on offerings, and the issuance of subordinated debt. Mr. Machen graduated Magna Cum Laude with a B.B.A. in finance and a minor in accounting from Tarleton State University. He was also selected as the Outstanding Graduate for his class and had the honor of being the sole student to address the graduating class during commencement. He now serves as a Board Member on the university’s Foundation Board.