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

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

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

Alexandra Lundell
Vice President
(404) 461-5175
Atlanta, GA

Nick Marin
Associate
(404) 461-5145
Atlanta, GA

Not disclosed

Has Been Acquired by

GRT Rubber Technologies

A Portfolio Company Of

Main Street Capital Corporation

Advisor

Not disclosed

Has Been Acquired by

Refuel Operating Co. LLC

A Portfolio Company Of

First Reserve

Advisor

Not disclosed

Has Been Acquired by

RelaDyne LLC

A Portfolio Company Of

Audax Group

Advisor

$33 Million

A Subsidiary Of

Has Been Acquired by

Acacia Research Corporation

Advisor

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

Marco Rubber & Plastics

Advisor

Not disclosed

Has Acquired

Total Equipment Company, APO Pumps & Compressors including Corporate Equipment Company and Pumping Solutions, Inc.

Advisor

Not disclosed

A Portfolio Company Of

Has Been Acquired by

Wellspring Capital Management LLC

Advisor

Not disclosed

A Portfolio Company Of

Has Merged With

Marco Group International

Advisor

See all related transactions

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