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.

The Industrials group is the largest corporate finance group at Stephens. The group provides advisory on mergers and acquisitions and capital-raising services for manufacturers, distributors and service providers across a variety of diversified end markets. Specialty niche focus areas, including Basic Materials & Construction Services, Specialty Distribution, Industrial Services, and Transportation & Logistics are each covered by a dedicated industry team.

Basic Materials & Construction               

  • Building Products
  • Engineering and Construction
  • Metal Fabrication and Erection
  • Plastic and Rubber Products
  • Cement and Aggregates
  • Paper and Packaging
  • Coatings and Adhesives
  • Capital Equipment

Specialty Distribution

  • Pipes, Valves & Fittings
  • Electrical
  • Safety
  • Fasteners
  • Lubricants & Fuels
  • Power Transmission & Bearings
  • Integrated Supply
  • Pumps
  • Fluid Power, Fluid Conveyance & Filtration
  • Aftermarket Parts
  • Industrial Rubber
  • Industrial Supplies
  • Consumer Products

Industrial Services          

  • Industrial Cleaning
  • Welding Services
  • Turnaround and Outage Services
  • General Repair and Operating Services
  • Production Analysis
  • Specialty Construction and Installation Services
  • Testing Services
  • Tank and Pipeline Repair and Construction
  • Scaffold Services
  • Painting & Insulation Services

Transportation & Logistics          

  • Transportation Services
  • Logistics and Warehousing
  • Freight Forwarding
  • Transportation Equipment and Parts Manufacturing
  • Logistics Technology
  • Transportation Infrastructure
   
Nicholas V. Beare
Managing Director, Co-Head of Industrial (214) 258-2747
Dallas, TX
Brad Yates
Managing Director, Co-Head of Industrial (404) 461-5157
Atlanta, GA
Simon Eccles-Williams
Chairman & Managing Director +44 20 3757 9851
London, UK

Stephens Europe Limited
Chris Alonso
Managing Director +44 20 3757 9897
London, UK

Stephens Europe Limited
Dan Clague
Managing Director +44 20 3757 9868
London, UK

Stephens Europe Limited
Michael F. Miller
Managing Director (501) 377-2316
Little Rock, AR
Anthony Allio
Vice President (214) 258-2744
Dallas, TX
Andrew E. Sweet
Managing Director (404) 461-5126
Atlanta, GA
Jason Timothy
Senior Vice President (214) 258-2714
Dallas, TX
Daniel R. Ward
Vice President (404) 461-5125
Atlanta, GA
Duncan Bates
Vice President (214) 258-2774
Dallas, TX
Patrick Clark
Vice President (404) 461-5146
Atlanta, GA
Matthew Crisafi
Associate (404) 461-5176
Atlanta, GA
Connor Hustava
Associate (214) 258-2783
Dallas, TX

$135 Million

Initial Public Offering

Joint Bookrunner

Not disclosed

Has Been Acquired by

RelaDyne LLC

A Portfolio Company Of

Audax Group

Advisor

Not disclosed

A Portfolio Company Of

Has Been Acquired by

Industrial Opportunity Partners

Advisor

$784 Million

A Portfolio Company Of

Has Been Acquired by

Applied Industrial Technologies

Advisor

Not disclosed

Has Received Investment From

Lariat Partners

Advisor

Not disclosed

A Portfolio Company Of

Has Been Acquired by

Clayton, Dubilier & Rice

Advisor

$160 Million

A Portfolio Company Of

Has Acquired

Lapolla Industries Inc.

Advisor

Not disclosed

Has Been Acquired by

Würth Group

Advisor

Not disclosed

Has Been Acquired by

Summit Materials, Inc.

Advisor

See all related transactions

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