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.

For more than a decade, Stephens' Power and Industrial Technology investment banking group has focused on companies that are positioned to capitalize on the growing demand for technologies, equipment and services that allow cleaner, more efficient and reliable generation, distribution and consumption of energy and resources, and improve manufacturing and/or reduce time to market.

Unique to the investment banking industry, the leaders of our Power and Industrial Technology team have been in the group since its inception. Our team is distinctive in its specialization and combines deep industry knowledge with a full suite of investment banking services to deliver expert advice on mergers, acquisitions, divestitures and capital markets transactions, including public and private equity and debt offerings.

Stephens' investment banking group has extensive relationships with many of the leading companies and investors in targeted sectors, including both public and private companies.

Energy Management

  • Smart Grid
  • Control Systems / Software
  • Energy Efficiency
  • Home Energy Management
  • Power & Energy Engineering

Power Technology

  • Power Supplies & Systems
  • Power Semiconductors
  • Energy Storage

Utility Solutions               

  • Utilities
  • Retail Energy Providers
  • Energy Brokers / Aggregators

Clean Technology

  • Distributed Generation
  • Renewables
  • Alternative Energy

Industrial Technology

  • Industrial Connectivity
  • Electrical Equipment
  • Motors & Drives
  • Generators
  • Mechanical Power Transmission

Applied Technology

  • 3D Systems
  • Lasers
  • Sensors
  • Testing
Maximo Blandon
Managing Director, Co-Head of Power and Industrial Technology (212) 891-1734
New York, NY
Joseph S. Mowery
Managing Director, Co-Head of Power & Industrial Technology (501) 377-8266
Little Rock, AR
James (Jim) E. Johnson III
Managing Director, Chief Administrative Officer of Investment Banking (501) 377-2540
Little Rock, AR
Gerhard Gleich
Managing Director & Head of Germany +49 69 244 330 404
Frankfurt, DE

Stephens Europe Limited
Thorsten Behrens
Managing Director +49 69 2443 30409
Frankfurt, DE

Stephens Europe Limited
Philipp von Grawert
Managing Director +49 69 244 330 406
Frankfurt, DE

Stephens Europe Limited
Ross Rucker
Managing Director (501) 377-8149
Little Rock, AR
Bryan Scanlon
Managing Director (501) 377-2420
Little Rock, AR
Thomas Albanese
Vice President (212) 891-1759
New York, NY
Jack Conroy
Associate (212) 891-1751
New York, NY
James Gear
Associate (501) 377-8354
Little Rock, AR
Sam Stovall
Associate (501) 377-2503
Little Rock, AR

$400 Million

First Mortgage Bonds

Joint Bookrunner

Not disclosed

A Portfolio Company Of

Has Been Acquired by

Palladium Equity Partners, LLC


$675 Million

First Mortgage Bonds

Joint Bookrunner

Not disclosed

Has Been Acquired by

Montrose Environmental Group, Inc.


Not disclosed

Has Acquired

Sentient Energy


$100 Million

Senior Subordinated Notes

Joint Bookrunner

$14 Million

Follow-On Offering

Lead Bookrunner

$260 Million

Has Received Investment From

Brightmark Energy


$350 Million

First Mortgage Bonds

Joint Bookrunner

See all related transactions

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