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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.
Executive Vice President, Head of Investment Banking
Mr. Marks serves as the Head of Investment Banking at Stephens Inc., leading the team of over 250 investment bankers across 9 offices in the US and Europe. He joined Stephens in July 2002, and from 2002 through 2014, worked in the Mergers & Acquisitions Group executing a variety of transactions for private owners, public boards and management teams including buy side and sell side advisory, strategic alternatives, and valuation events. From 2014 through 2023, he co-founded and led the firm’s dealership practice focusing on transaction advisory work across the dealership sector including auto, truck, recreational vehicle, boat, agriculture and equipment dealerships, vehicle auctions and other related product and technology vendors.
During his career, he has executed over 70 transactions representing over 390 dealerships with a combined value greater than $22 billion. He also serves on the board of Vanguard Truck Centers, a Class 8 truck dealership group owned by Stephens Capital Partners. Mr. Marks earned a BS degree in business administration and accounting from Washington and Lee University.
Select M&A advisory assignments:
Select equity and debt public offerings: