Investment Banking

The Investment Banking team at Stephens offers a full-range of services to an array of sectors and industries, from consumer and healthcare to energy and technology.

Stephens Investment Banking For The Middle Market - Sectors

The Stephens Investment Banking team focuses on an expanding range of industries, from consumer and healthcare to energy and technology. In each area of focus, we combine in-depth industry knowledge with strong execution.

Financial Services > Financial Institutions

Stephens Inc. has provided investment banking services to community and regional banks and thrifts and other financial institutions since the early 1980s.  We have a depth and breadth of experience offered by few competitors.  Since 2008, we have served as lead bookrunner on four public equity offerings raising more than $300 million, as sole placement agent on five private placements raising more than $240 million, and as an advisor on ten mergers or acquisitions with a value of more than $2.75 billion.

We provide merger and acquisition advice, fairness opinions and capital markets access (public offerings and private placements of equity and debt) to:

  • Banks & Thrifts
  • Wealth and Asset Managers
  • Mortgage Companies
  • Broker/Dealers
  • Commercial Finance Companies
   

Scott Studwell
Managing Director, Head of Equity Capital Markets and Head of US Depositories
(212) 891-1708
New York, NY

Jay Bliley
Managing Director
(404) 461-5135
Atlanta, GA

Brian Branson
Managing Director
(404) 461-5111
Atlanta, GA

Jay Brogdon
Managing Director
(501) 377-2042
Little Rock, AR

Steve Egli
Managing Director
(415) 548-6912
San Francisco, CA

Jim Hemmer
Managing Director
(312) 292-5754
Chicago, IL

Kade Machen
Managing Director
(214) 258-2711
Dallas, TX

Frank Sorrentino
Managing Director
(212) 891-1767
New York, NY

Jimmy Troy
Managing Director
(415) 548-6904
San Francisco, CA

Justin Evans
Senior Vice President
(214) 258-2722
Dallas, TX

Ted Rosinus
Managing Director
(312) 292-5774
Chicago, IL

Adam Cunningham
Vice President
(312) 292-5763
Chicago, IL

Adam Glasier
Vice President
(501) 377-2237
Little Rock, AR

James Clingman
Associate
(214) 258-2768
Dallas, TX

Philip Macaluso
Associate
(404) 461-5167
Atlanta, GA

Matthew Sealy
Associate
(501) 377-2086
Little Rock, AR

John Sullivan, CFA
Associate
(804) 939-5423
Richmond, VA

Buster Williams
Associate
(214) 258-2730
Dallas, TX

$115 Million

Has Agreed to Merge With

BancorpSouth Bank

Advisor and Fairness Opinion

$200 Million

Preferred Equity

Co-Manager

$80 Million

Subordinated Debt

Sole Bookrunner

$25 Million

Subordinated Debt

Placement Agent

$96 Million

Subordinated Debt

Joint Bookrunner

$125 Million

Subordinated Debt

Co-Manager

Not disclosed

Has Agreed To Sell Branches To

Summit Credit Union

Advisor

Not disclosed

Has Agreed To Sell Branches To

Morton Community Bank

Advisor

Not disclosed

Has Agreed To Sell Branches To

Royal Bank

Advisor

See all related transactions

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