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

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

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

Matthew Switzer
Managing Director
(804) 296-0275
Richmond, VA

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

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

Ted Rosinus
Senior Vice President
(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

$60 Million

Subordinated Debt

Co-Manager

$136 Million

Has Agreed to Merge With

BancPlus Corporation

Advisor and Fairness Opinion

$190 Million

Has Agreed to Merge With

First Financial Bankshares, Inc.

Advisor and Fairness Opinion

$91 Million

Has Agreed to Merge With

First Community Bankshares, Inc.

Advisor and Fairness Opinion

$195 Million

Has Agreed to Merge With

First Midwest Bancorp, Inc.

Advisor and Fairness Opinion

$102 Million

Initial Public Offering

Joint Bookrunner

Not disclosed

Has Merged With

Marquis Bank

Advisor and Fairness Opinion

$434 Million

Has Agreed To Acquire

The Landrum Company

Advisor

$43 Million

Follow-On Offering

Lead Bookrunner

See all related transactions

(800) 643-9691 | Member NYSE, SIPC

© 2020 Stephens Inc. All rights reserved.