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 corporate philanthropy; economic and financial literacy advocacy; and diversity, equity, and inclusion initiatives.
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.
We host many highly informative meetings each year with clients, industry decision makers, and thought leaders across the U.S. and in Europe.
Mr. Marks joined Stephens in July 2002. He focuses 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. He has executed on a variety of transactions for private owners, public boards and management teams including buy side and sell side advisory, strategic alternatives, valuation events and equity and debt capital offerings.
He serves on the board of Vanguard Truck Centers, a Class 8 truck dealership group owned by Stephens Capital Partners. During his career, he has executed over 60 transactions representing over 335 dealerships with a combined value greater than $20 billion. 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: