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

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

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

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

Paul McKelvey
(404) 461-5144
Atlanta, GA

$98 Million

Follow-On Offering


Not disclosed

Tidewater Credit Services

A Subsidiary Of

Has Been Acquired by

Genesis Credit


$100 Million

Senior Secured Credit Facility

Atalaya Capital Management


$230 Million

Revolver & Securitization Facility

PNC Bank


Not disclosed

Has Acquired

Lendmark Financial Services, LLC

A Portfolio Company Of

The Blackstone Group L.P


Not disclosed

GDFC Group Limited



$200 Million

Senior Secured Credit Facility

MidCap Financial Services, LLC


$50 Million

Senior Secured Credit Facility

Ares Management


$80 Million

Senior Secured Term Loan & Delayed Draw Facility

Comvest Credit Partners and Crystal Financial, LLC


See all related transactions

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