Investment Banking

Stephens specializes in providing advice on mergers and acquisitions, underwritings of public debt and equity securities, and private placements of debt and equity.

Services

With investment bankers in Little Rock, Atlanta, Boston, Chicago, Dallas, New York, Richmond, San Francisco, and London and Frankfurt (through its Stephens Inc. affiliate, Stephens Europe Limited), Stephens specializes in providing unvarnished advice on mergers and acquisitions, restructurings, recapitalizations, underwritings of public debt and equity securities, and private placements of debt and equity securities.

Restructuring & Special Situations Group

Stephens Inc. is a leading advisor to companies and their stakeholders in restructurings and recapitalizations that include in court and out-of-court solutions. With expertise in highly complex capital structure challenges, our services include debtor advisory, creditor advisory, distressed mergers and acquisitions, distressed financing and debt modifications, and expert witness testimony. Our senior professionals have a wealth of expertise advising clients in a broad range of solutions and outcomes across the capital structure.

Our restructuring practice draws on the full resources of the Stephens platform, including debt capital markets, equity capital markets, financial sponsor coverage and the specialized knowledge and expertise of our industry banking groups. Our practice is focused primarily in the United States, is international in scope with deep experience in cross-border transactions and is augmented with an affiliate with similar expertise in Europe and Great Britain. Additionally, the principal investing business conducted by Stephens Capital Partners, an affiliate of Stephens Inc., gives us a distinct advantage in developing advice for our clients from an ownership perspective.

Clients benefit from our independence, agility, focus, ownership mentality and discretion. When we engage with clients, we immerse ourselves in their business, give candid advice, and advocate on their behalf in pursuit of the optimal solution.

On February 26, 2018, Stephens Inc. acquired the restructuring advisory business of Blackhill Partners, LLC. View press release, here. Certain transactions listed below were completed by Blackhill Partners, LLC prior to its acquisition by Stephens Inc.

   
Lance Gurley
Managing Director
(214) 258-2778
Dallas, TX
Shaun Holmes
Managing Director
+44 20 3757 9857
London, UK

Stephens Europe Limited
Sachin Lulla
Managing Director
(212) 891-1716
New York, NY
Joe Stone
Managing Director
(214) 258-2765
Dallas, TX
Tomás Lynch
Director
+44 20 3757 9853
London, UK

Stephens Europe Limited
Joel Brown
Senior Vice President
(214) 258-2775
Dallas, TX
Todd Heinz
Vice President
(214) 258-2785
Dallas, TX
Justin O'Malley
Vice President
(214) 258-2774
Dallas, TX
David Palmer
Associate
+44 20 3757 9858
London, UK

Stephens Europe Limited

$960 Million

In-Court Chapter 11 §363 sale and Plan of Liquidation

Financial Advisor to the Ad Hoc Group of Second Lien Noteholders

$1.3 Billion

In-Court Chapter 11 Plan of Reorganization

Financial Advisor to the Debtor

See all related transactions

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