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.
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.
Managing Director, Head of Building Products, Construction Materials and Services
Mr. Beare joined Stephens in 2005 as a Managing Director and Co-Head of Industrials group. Most recently, he was a Managing Director at Matrix Capital, where he was head of the Building Materials & Homebuilding group and led the Fairness Opinion Committee.
Previously, Mr. Beare was a Managing Director in the Mergers & Acquisitions Group of Banc of America Securities, as well as a member of the Fairness Opinion Committee. Prior to the acquisition of Bank of America, he directed the M&A activities for the Industrial Growth Group of NationsBanc Montgomery Securities. Before that, Mr. Beare was responsible for the origination and coordination of M&A activity in the Western United States for NationsBank. He began his M&A career with George K. Baum & Co., where he acted as both a principal and as an agent in the structuring of management-led buyouts.
His 25 years of M&A experience includes acquisitions, management buyouts, mergers, exclusive sales and divestitures, and general advisory assignments. Significant transactions since joining Stephens include; the sale of the window operations of Certainteed Corporation to Ply Gem Industries, the $358 million follow on stock offering for Kronos Worldwide and the sale of Continental Cabinets to RSI. Mr. Beare graduated summa cum laude with a BA from Duke University and received a JD/MBA from Washington University in St. Louis. He holds the designation of Chartered Financial Analyst (CFA) and is a member of the Missouri and American Bar Associations.