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.

Industrial > Specialty Distribution

The Specialty Distribution and Services team concentrates on growing middle market companies that provide specialty distribution and services to a broad group of customers in diverse end markets regionally, nationally and globally. Our Distribution clients are a critical component of the supply chain, interacting directly with end-users of product in a high value, solutions based approach, thereby helping their customers improve performance and profitability.

The Stephens’ Distribution effort is unique in its specialization and combines deep industry knowledge with a full suite of investment banking services to deliver expert advice on mergers, acquisitions and divestitures and capital markets transactions including public and private equity and debt offerings. The team has extensive relationships with the leading public and private companies in targeted sectors. In addition to our corporate client relationships, we have a targeted effort directed at private equity firms that have a specialized focus in Specialty Distribution and Services.

Specialty Distribution
These clients are first- and second-tier distributors of products sold to customers in a variety of end markets touching all aspects of the economy including, but not limited to industrial machinery and equipment, mining, power, energy, food processing, services, agriculture, consumer, chemicals and general manufacturing. We strive to understand very specific product verticals and the factors affecting each. Focus verticals include:

  • 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

 

   

Brad Yates
Managing Director, Co-Head of Industrial
(404) 461-5157
Atlanta, GA

Andrew E. Sweet
Managing Director
(404) 461-5126
Atlanta, GA

Patrick Clark
Vice President
(404) 461-5146
Atlanta, GA

Justin Schoenberg
Vice President
(404) 461-5163
Atlanta, GA

Matthew Crisafi
Associate
(404) 461-5176
Atlanta, GA

Alexandra Lundell
Associate
(404) 461-5175
Atlanta, GA

Not disclosed

A Portfolio Company Of

Has Merged With

Marco Group International

Advisor

Not disclosed

A Portfolio Company Of

Has Been Acquired by

Court Square Capital Partners

Advisor

Not disclosed

A Portfolio Company Of

Has Been Acquired by

Pilot Thomas Logistics LLC

Advisor

Not disclosed

A Portfolio Company Of

Has Been Acquired by

CenterGate Capital

Advisor

Not disclosed

Has Been Acquired by

Pugh-Apollo-Veterans-Halco

A Portfolio Company Of

Tenex Capital Management

Advisor

Not disclosed

Has Sold Assets To

West Direct Oil

Advisor

Not disclosed

Has Been Acquired by

Mansfield Energy Corp

Advisor

Not disclosed

A Portfolio Company Of

Has Been Acquired by

Inverness Graham

Advisor

Not disclosed

Has Been Acquired by

RelaDyne LLC

A Portfolio Company Of

Audax Group

Advisor

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