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 > Specialty Finance

Stephens Inc. has a long history of completing successful transactions on behalf of large-cap and middle-market Specialty Finance clients. Since 2010, we have managed or advised on more than 50 M&A and capital raising transactions with a total value in excess of $10 billion. In addition, Stephens offers significant equity research coverage in the Specialty Finance sector.

Areas of focus include:

  • Installment Lending
  • Automobile Finance
  • Retail Finance
  • Small Business Lending
  • Credit and Prepaid Debit Cards
  • Rent-to-Own / Lease-to-Own
  • Buy-Here / Pay-Here Auto Sales
  • Equipment Finance and Leasing
  • Accounts Receivable Finance and Factoring
  • Alternative Financial Services (Payday, Pawn, Title Lending and Check Cashing)
  • Student Loan Servicing and Finance
  • Structured and Life Settlements, and many others.
   

Bruce Miller
Managing Director, Head of Financial Services
(404) 461-5122
Atlanta, GA

Blair Farinholt
Managing Director
(404) 461-5109
Atlanta, GA

Michael Young
Managing Director
+ 44 20 3757 9898
London, UK

Stephens Europe Limited

Patrick Allen
Senior Vice President
(404) 461-5124
Atlanta, GA

David Alexander
Vice President
(404) 461-5106
Atlanta, GA

Bryan Pyne
Vice President
(404) 461-5147
Atlanta, GA

Paul McKelvey
Associate
(404) 461-5144
Atlanta, GA

$306 Million

A Portfolio Company Of

Bregal Sagemount

Secondary Offering

Co-Manager

$400 Million

Senior Unsecured Notes

Co-Manager

$266 Million

A Portfolio Company Of

Secondary Offering

Co-Manager

$75 Million

Senior Secured Term Loan

CPP Investments

Advisor

$50 Million

Senior Secured Credit Facility

Northleaf Capital Partners

Advisor

$200 Million

Senior Secured Credit Facility

Atalaya Capital Management

Advisor

$400 Million

Senior Unsecured Notes

Co-Manager

$500 Million

Convertible Senior Notes

Co-Manager

$98 Million

Follow-On Offering

Bookrunner

See all related transactions

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