Investment Banking

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

Name	Phone	Location
Managing Director, Head of Equity Capital Markets and Head of US Depositories Thank you for taking a moment to connect. I look forward to talking with you soon. Scott Studwell Managing Director, Head of Equity Capital Markets and Head of US Depositories	(212) 891-1708	New York, NY
Managing Director Thank you for taking a moment to connect. I look forward to talking with you soon. Jay Bliley Managing Director	(404) 461-5135	Atlanta, GA
Managing Director Thank you for taking a moment to connect. I look forward to talking with you soon. Brian Branson Managing Director	(404) 461-5111	Atlanta, GA
Managing Director Thank you for taking a moment to connect. I look forward to talking with you soon. Jay Brogdon Managing Director	(501) 377-2042	Little Rock, AR
Managing Director Thank you for taking a moment to connect. I look forward to talking with you soon. Jim Hemmer Managing Director	(312) 292-5754	Chicago, IL
Managing Director Thank you for taking a moment to connect. I look forward to talking with you soon. Kade Machen Managing Director	(214) 258-2711	Dallas, TX
Managing Director Thank you for taking a moment to connect. I look forward to talking with you soon. Frank Sorrentino Managing Director	(212) 891-1767	New York, NY
Managing Director Thank you for taking a moment to connect. I look forward to talking with you soon. Matthew Switzer Managing Director	(804) 296-0275	Richmond, VA
Managing Director Thank you for taking a moment to connect. I look forward to talking with you soon. Jimmy Troy Managing Director	(415) 548-6904	San Francisco, CA
Senior Vice President Thank you for taking a moment to connect. I look forward to talking with you soon. Justin Evans Senior Vice President	(214) 258-2722	Dallas, TX
Managing Director Thank you for taking a moment to connect. I look forward to talking with you soon. Ted Rosinus Managing Director	(312) 292-5774	Chicago, IL
Vice President Thank you for taking a moment to connect. I look forward to talking with you soon. Adam Cunningham Vice President	(312) 292-5763	Chicago, IL
Vice President Thank you for taking a moment to connect. I look forward to talking with you soon. Adam Glasier Vice President	(501) 377-2237	Little Rock, AR
Associate Thank you for taking a moment to connect. I look forward to talking with you soon. James Clingman Associate	(214) 258-2768	Dallas, TX
Associate Thank you for taking a moment to connect. I look forward to talking with you soon. Philip Macaluso Associate	(404) 461-5167	Atlanta, GA
Associate Thank you for taking a moment to connect. I look forward to talking with you soon. Matthew Sealy Associate	(501) 377-2086	Little Rock, AR
Associate Thank you for taking a moment to connect. I look forward to talking with you soon. John Sullivan, CFA Associate	(804) 939-5423	Richmond, VA
Associate Thank you for taking a moment to connect. I look forward to talking with you soon. Buster Williams Associate	(214) 258-2730	Dallas, TX


Managing Director, Head of Equity Capital Markets and Head of US Depositories Thank you for taking a moment to connect. I look forward to talking with you soon. Scott Studwell Managing Director, Head of Equity Capital Markets and Head of US Depositories (212) 891-1708 New York, NY
Managing Director Thank you for taking a moment to connect. I look forward to talking with you soon. Jay Bliley Managing Director (404) 461-5135 Atlanta, GA
Managing Director Thank you for taking a moment to connect. I look forward to talking with you soon. Brian Branson Managing Director (404) 461-5111 Atlanta, GA
Managing Director Thank you for taking a moment to connect. I look forward to talking with you soon. Jay Brogdon Managing Director (501) 377-2042 Little Rock, AR
Managing Director Thank you for taking a moment to connect. I look forward to talking with you soon. Jim Hemmer Managing Director (312) 292-5754 Chicago, IL
Managing Director Thank you for taking a moment to connect. I look forward to talking with you soon. Kade Machen Managing Director (214) 258-2711 Dallas, TX
Managing Director Thank you for taking a moment to connect. I look forward to talking with you soon. Frank Sorrentino Managing Director (212) 891-1767 New York, NY
Managing Director Thank you for taking a moment to connect. I look forward to talking with you soon. Matthew Switzer Managing Director (804) 296-0275 Richmond, VA
Managing Director Thank you for taking a moment to connect. I look forward to talking with you soon. Jimmy Troy Managing Director (415) 548-6904 San Francisco, CA
Senior Vice President Thank you for taking a moment to connect. I look forward to talking with you soon. Justin Evans Senior Vice President (214) 258-2722 Dallas, TX
Managing Director Thank you for taking a moment to connect. I look forward to talking with you soon. Ted Rosinus Managing Director (312) 292-5774 Chicago, IL
Vice President Thank you for taking a moment to connect. I look forward to talking with you soon. Adam Cunningham Vice President (312) 292-5763 Chicago, IL
Vice President Thank you for taking a moment to connect. I look forward to talking with you soon. Adam Glasier Vice President (501) 377-2237 Little Rock, AR
Associate Thank you for taking a moment to connect. I look forward to talking with you soon. James Clingman Associate (214) 258-2768 Dallas, TX
Associate Thank you for taking a moment to connect. I look forward to talking with you soon. Philip Macaluso Associate (404) 461-5167 Atlanta, GA
Associate Thank you for taking a moment to connect. I look forward to talking with you soon. Matthew Sealy Associate (501) 377-2086 Little Rock, AR
Associate Thank you for taking a moment to connect. I look forward to talking with you soon. John Sullivan, CFA Associate (804) 939-5423 Richmond, VA
Associate Thank you for taking a moment to connect. I look forward to talking with you soon. Buster Williams Associate (214) 258-2730 Dallas, TX