Investment Banking

Stephens Investment Banking Transactions and Advisory

Each client, and each investment banking transaction, is unique. However, we bring a wealth of experience and depth of expertise to all assignments, delivering consistently insightful perspectives coupled with strong execution.

Current Transactions: Click here to see anouncements of current investment banking transactions.

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Not disclosed

Has Received Investment From

A Strategic Partner

Advisor

Not disclosed

Has Been Acquired by

Advisor

$500 Million

Senior Unsecured Notes

Joint Bookrunner

Not disclosed

Has Been Acquired by

Advisor

$41 Million

Initial Public Offering

Joint Bookrunner

Not disclosed

A Subsidiary Of

Has Been Acquired by

Advisor

Not disclosed

A Subsidiary Of

Has Been Acquired by

Advisor

Not disclosed

Has Agreed To Acquire

Cambridge Franchise Holdings, LLC

Fairness Opinion

Not disclosed

Has Received Investment From

Advisor

$26 Million

Issuer Tender Offer

Sole-Manager

Not disclosed

Has Been Acquired by

A Portfolio Company Of

Advisor

$65 Million

ABL Revolver & Subordinated Debt

Advisor

Not disclosed

RV Retailer, LLC

Has Received Investment From

Advisor

$60 Million

Follow-On Offering

Lead Bookrunner

Not disclosed

ORWO Net

A Portfolio Company Of

AFINUM

Has Been Acquired by

Group of Private Investors

Advisor

$825 Million

Boat Holdings LLC

Has Agreed To Be Acquired by

Advisor

Not disclosed

Has Received Investment From

Advisor

$500 Million

Senior Unsecured Notes

Co-Manager

$18 Million

Has Sold Assets To

Churchill Downs LLC

Advisor

Not disclosed

Has Received Investment From

Advisor

$165 Million

Has Acquired

Advisor

$310 Million

Follow-On Offering

Co-Manager

$850 Million

Senior Unsecured Notes

Co-Manager

£307 Million

Caffè Nero

Debt Advisory

Advisor

$40 Million

A Portfolio Company Of

Initial Public Offering

Bookrunner

£23 Million

AIB Group (UK) plc

Restructuring

Fairpoint plc

Advisor

$160 Million

Senior Secured Credit Facility

Advisor

$300 Million

Senior Unsecured Notes

Joint Bookrunner

£50 Million

Byron

A Portfolio Company Of

Hutton Collins

Restructuring

Advisor

Not disclosed

Has Received Investment From

Metropoulos & Co.

Advisor

$170 Million

Convertible Senior Notes

Co-Manager

£74 Million

Symington's

Restructuring

Advisor

£50 Million

Byron

A Portfolio Company Of

Hutton Collins

Debt Advisory

Advisor

$85 Million

Has Divested

Assets CAM Pipeline

Advisor

£278 Million

Caffè Nero

Debt Advisory

Advisor

Not disclosed

Has Been Acquired by

Advisor

Not disclosed

A Subsidiary Of

Boat Holdings, LLC

Has Acquired

Advisor

$13 Million

Spin-Off From

Advisor

Not disclosed

A Portfolio Company Of

Has Been Acquired by

Advisor

$127 Million

Has Sold Assets To

Advisor

$150 Million

Initial Public Offering

Co-Manager

$169 Million

A Portfolio Company Of

Initial Public Offering

Co-Manager

$20 Million

Follow-On Offering

Bookrunner

Not disclosed

A Portfolio Company Of

Growth Capital Investment

Advisor

$200 Million

Senior Second Lien Notes

Joint Bookrunner

$155 Million

A Portfolio Company Of

Follow-On Offering

Co-Manager

$442 Million

A Portfolio Company Of

Follow-On Offering

Co-Manager

Not disclosed

M&A Advisory

Advisor

$104 Million

A Portfolio Company Of

Initial Public Offering

Co-Manager

$122 Million

A Portfolio Company Of

Follow-On Offering

Co-Manager

$265 Million

Has Acquired

Advisor

$157 Million

A Portfolio Company Of

Follow-On Offering

Co-Manager

$374 Million

Follow-On Offering

Co-Manager

$472 Million

A Portfolio Company Of

Initial Public Offering

Co-Manager

$134 Million

Follow-On Offering

Co-Manager

$64 Million

A Portfolio Company Of

Initial Public Offering

Co-Manager

$71 Million

Follow-On Offering

Bookrunner

$53 Million

Initial Public Offering

Co-Manager

$101 Million

A Portfolio Company Of

Initial Public Offering

Co-Manager

$52 Million

Has Received Investment From

Fairness Opinion

$216 Million

A Portfolio Company Of

Initial Public Offering

Co-Manager

Not disclosed

Has Been Acquired by

Advisor

$523 Million

Follow-On Offering

Co-Manager

Not disclosed

Has Been Acquired by

Advisor

Not disclosed

A Portfolio Company Of

Stephens Capital Partners

Has Been Acquired by

Advisor

$300 Million

734 Agriculture & Arlon Group

Has Merged With

Advisor and Fairness Opinion

$143 Million

Follow-On Offering

Co-Manager

$290 Million

Initial Public Offering

Co-Manager

$120 Million

Convertible

Lead Manager

Not disclosed

A Portfolio Company Of

Has Been Acquired by

Advisor

$2.4 Billion

A Subsidiary Of

Murphy Oil Corporation (NYSE:MUR)

Has Performed Recapitalization Of

Advisor

$500 Million

Senior Unsecured Notes

Joint Bookrunner

$431 Million

Follow-On Offering

Co-Manager

$367 Million

Follow-On Offering

Co-Manager

$107 Million

Follow-On Offering

Co-Manager

Not disclosed

Has Received Investment From

General Atlantic; Stephens Capital Partners LLC

Advisor

$667 Million

Initial Public Offering

Co-Manager

$81 Million

Follow-On Offering

Co-Manager

$288 Million

Follow-On Offering

Co-Manager

$129 Million

Follow-On Offering

Co-Manager

Not disclosed

Has Been Acquired by

Remy Trafelet (734 Citrus Holdings, LLC)

Advisor

$380 Million

A Portfolio Company Of

Stephens Capital Partners The Stephens Group Founder

Has Been Acquired by

Advisor

Not disclosed

A Portfolio Company Of

Corinthian Capital

Has Been Acquired by

Advisor

Not disclosed

Has Been Acquired by

Advisor

$169 Million

Follow-On Offering

Joint Bookrunner

$272 Million

Follow-On Offering

Co-Manager

$133 Million

Has Acquired

Advisor and Fairness Opinion

$550 Million

Senior Unsecured Notes

Co-Manager

$87 Million

Initial Public Offering

Co-Manager

$116 Million

A Portfolio Company Of

Has Acquired

Advisor

$207 Million

Follow-On Offering

Co-Manager

$368 Million

Follow-On Offering

Co-Manager

Not disclosed

A Portfolio Company Of

Has Been Acquired by

Advisor

$79 Million

Follow-On Offering

Co-Manager

$433 Million

Follow-On Offering

Co-Manager

$353 Million

Follow-On Offering

Co-Manager

Not disclosed

Has Been Acquired by

Consumer Growth Partners & Consortium (Banyan Mezzanine Funds & Diamond State Ventures)

Advisor

$83 Million

Follow-On Offering

Co-Manager

$332 Million

Initial Public Offering

Co-Manager

$46 Million

Follow-On Offering

Co-Manager

$105 Million

Follow-On Offering

Co-Manager

$172 Million

Convertible

Co-Manager

Not disclosed

Has Been Acquired by

Advisor

$158 Million

Follow-On Offering

Co-Manager

$140 Million

Has Been Acquired by

Advisor

$127 Million

Initial Public Offering

Co-Manager

$136 Million

Follow-On Offering

Co-Manager

$105 Million

Follow-On Offering

Lead Manager

$60 Million

Initial Public Offering

Co-Manager

$210 Million

Initial Public Offering

Co-Manager

Date	Client	Amount (mm)	Transaction Type	Sector
04/24/2020	Goldman Equipment, LLC	Not disclosed	Merger and Acquisition	Consumer
03/02/2020	Hoyte Dodge	Not disclosed	Merger and Acquisition	Consumer
09/13/2019	Murphy USA	$500	Senior Unsecured Notes	Consumer
09/05/2019	QK Holdings, LLC	Not disclosed	Merger and Acquisition	Consumer
07/31/2019	Kura Sushi USA, Inc.	$41	Initial Public Offering	Consumer
05/31/2019	Big Island Honda	Not disclosed	Merger and Acquisition	Consumer
04/01/2019	Porsche of Hawaii	Not disclosed	Merger and Acquisition	Consumer Financial Sponsors Group
02/20/2019 Pending	Carrols Restaurant Group, Inc.	Not disclosed	Merger and Acquisition	Consumer
12/27/2018	Envirocon Technologies Investments, LLC	Not disclosed	Merger and Acquisition	Consumer
10/04/2018	Alico, Inc.	$26	Issuer Tender Offer	Consumer
10/02/2018	WAVE Electronics, Inc.	Not disclosed	Merger and Acquisition	Consumer Financial Sponsors Group
09/25/2018	Chelten House Products, Inc.	$65	ABL Revolver & Subordinated Debt	Consumer
07/02/2018	RV Retailer, LLC	Not disclosed	Merger and Acquisition	Consumer Financial Sponsors Group
06/21/2018	Limoneira Company	$60	Follow-On Offering	Consumer
06/01/2018	ORWO Net	Not disclosed	Merger and Acquisition	Consumer
05/30/2018 Pending	Boat Holdings LLC	$825	Merger and Acquisition	Consumer
04/02/2018	Hudson Automotive Group	Not disclosed	Merger and Acquisition	Consumer
03/07/2018	Pilgrim's Pride Corporation	$500	Senior Unsecured Notes	Consumer
03/02/2018	Stanley Furniture, Inc.	$18	Merger and Acquisition	Consumer
12/29/2017	Marolina Outdoor Inc.	Not disclosed	Merger and Acquisition	Consumer
12/14/2017	Utz Quality Foods, LLC	$165	Merger and Acquisition	Consumer
10/25/2017	Camping World Holdings, Inc.	$310	Follow-On Offering	Consumer
09/29/2017	Pilgrim's Pride Corporation	$850	Senior Unsecured Notes	Consumer
09/01/2017	Caffè Nero	£307	Debt Advisory	Consumer
08/10/2017	YogaWorks, Inc.	$40	Initial Public Offering	Consumer Financial Sponsors Group
06/01/2017	AIB Group (UK) plc	£23	Restructuring	Consumer
04/28/2017	Boat Holdings LLC	$160	Senior Secured Credit Facility	Consumer
04/25/2017	Murphy USA	$300	Senior Unsecured Notes	Consumer
03/01/2017	Byron	£50	Restructuring	Consumer
09/21/2016	Utz Quality Foods, LLC	Not disclosed	Merger and Acquisition	Consumer Financial Sponsors Group
08/10/2016	Green Plains, Inc.	$170	Convertible Senior Notes	Consumer
07/01/2016	Symington's	£74	Restructuring	Consumer
06/01/2016	Byron	£50	Debt Advisory	Consumer
02/03/2016	Murphy USA Inc.	$85	Merger and Acquisition	Consumer
01/01/2016	Caffè Nero	£278	Debt Advisory	Consumer
10/09/2015	Living Direct, Inc.	Not disclosed	Merger and Acquisition	Consumer
10/02/2015	Bennington Marine	Not disclosed	Merger and Acquisition	Consumer
09/28/2015	J. Alexander's Holdings, Inc.	$13	Spin-Off From	Consumer
09/09/2015	Product Quest Manufacturing, LLC	Not disclosed	Merger and Acquisition	Consumer
07/31/2015	PICO Holdings, Inc.	$127	Merger and Acquisition	Consumer
06/25/2015	Green Plains Partners LP	$150	Initial Public Offering	Energy Consumer
05/07/2015	Bojangles', Inc.	$169	Initial Public Offering	Consumer Financial Sponsors Group
05/04/2015	Good Times Restaurants Inc.	$20	Follow-On Offering	Consumer
05/01/2015	PB Holdco, LLC (Pure Barre)	Not disclosed	Growth Capital Investment	Consumer Financial Sponsors Group
04/29/2015	Carrols Restaurant Group, Inc.	$200	Senior Second Lien Notes	Consumer
04/09/2015	The Habit Restaurants, Inc.	$155	Follow-On Offering	Consumer Financial Sponsors Group
01/22/2015	The Michaels Companies Inc.	$442	Follow-On Offering	Consumer
11/27/2014	Bad Boy, Inc.	Not disclosed	M&A Advisory	Consumer
11/19/2014	The Habit Restaurants Inc.	$104	Initial Public Offering	Consumer Financial Sponsors Group
11/13/2014	Zoe's Kitchen, Inc.	$122	Follow-On Offering	Consumer Financial Sponsors Group
09/30/2014	ClubCorp Holdings, Inc.	$265	Merger and Acquisition	Consumer Financial Sponsors Group
08/13/2014	Zoe's Kitchen Inc	$157	Follow-On Offering	Consumer Financial Sponsors Group
07/16/2014	TreeHouse Foods, Inc	$374	Follow-On Offering	Consumer
06/26/2014	Michaels Companies Inc	$472	Initial Public Offering	Consumer Financial Sponsors Group
06/24/2014	G-III Apparel Group Ltd	$134	Follow-On Offering	Consumer
05/01/2014	Papa Murphy's Holdings Inc	$64	Initial Public Offering	Consumer Financial Sponsors Group
04/24/2014	Carrols Restaurant Group, Inc	$71	Follow-On Offering	Consumer
04/10/2014	Farmland Partners	$53	Initial Public Offering	Consumer
04/10/2014	Zoe's Kitchen Inc	$101	Initial Public Offering	Consumer Financial Sponsors Group
02/14/2014	MKTG Inc.	$52	Merger and Acquisition	Consumer
01/30/2014	Intrawest Resorts Holdings Inc	$216	Initial Public Offering	Consumer Financial Sponsors Group
12/24/2013	McCubbin Hosiery LLC	Not disclosed	Merger and Acquisition	Consumer Financial Sponsors Group
12/11/2013	Pinnacle Foods Inc	$523	Follow-On Offering	Consumer Financial Sponsors Group
12/05/2013	Vasari LLC	Not disclosed	Merger and Acquisition	Consumer Financial Sponsors Group
11/26/2013	Aaron Industries, Inc.	Not disclosed	Merger and Acquisition	Consumer Financial Sponsors Group
11/19/2013	734 Agriculture & Arlon Group	$300	Merger and Acquisition	Consumer
11/14/2013	Fiesta Restaurant Group, Inc	$143	Follow-On Offering	Consumer
09/19/2013	ClubCorp Holdings Inc	$290	Initial Public Offering	Consumer Financial Sponsors Group
09/17/2013	Green Plains Inc.	$120	Convertible	Consumer Energy
09/05/2013	Netrada North America	Not disclosed	Merger and Acquisition	Consumer Industrial Financial Sponsors Group
08/30/2013	Murphy USA, Inc. (NYSE:MUSA)	$2359	Merger and Acquisition	Consumer
08/14/2013	Murphy Oil USA	$500	Senior Unsecured Notes	Consumer
08/07/2013	KAR Auction Services, Inc.	$431	Follow-On Offering	Consumer Financial Sponsors Group
06/05/2013	KAR Auction Services, Inc.	$367	Follow-On Offering	Consumer Financial Sponsors Group
04/11/2013	Chuy's Holdings Inc	$107	Follow-On Offering	Consumer Financial Sponsors Group
04/04/2013	Acumen Brands, Inc.	Not disclosed	Merger and Acquisition	Consumer Financial Sponsors Group
03/27/2013	Pinnacle Foods Inc	$667	Initial Public Offering	Consumer Financial Sponsors Group
03/21/2013	Fiesta Restaurant Group, Inc	$81	Follow-On Offering	Consumer Financial Sponsors Group
03/06/2013	KAR Auction Services, Inc.	$288	Follow-On Offering	Consumer Financial Sponsors Group
01/24/2013	Chuy's Holdings Inc	$129	Follow-On Offering	Consumer Financial Sponsors Group
12/31/2012	The Latt Maxcy Corporation (Citrus Business)	Not disclosed	Merger and Acquisition	Consumer
12/31/2012	Viking Range Corporation	$380	Merger and Acquisition	Consumer Financial Sponsors Group
12/28/2012	Audio and Video Labs Holdings, Inc. (dba AVL Digital Group)	Not disclosed	Merger and Acquisition	Telecom & Media Consumer Financial Sponsors Group
12/28/2012	KEH, Inc.	Not disclosed	Merger and Acquisition	Consumer Financial Sponsors Group
12/06/2012	Conn's, Inc.	$169	Follow-On Offering	Financial Services Consumer
12/05/2012	KAR Auction Services, Inc.	$272	Follow-On Offering	Consumer Financial Sponsors Group
12/03/2012	The Andersons, Inc. (Nasdaq: ANDE)	$133	Merger and Acquisition	Consumer Power & Industrial Technology
08/14/2012	Penske Auto	$550	Senior Unsecured Notes	Consumer
07/23/2012	Chuy's Holdings Inc	$87	Initial Public Offering	Consumer Financial Sponsors Group
07/19/2012	Author Solutions Inc.	$116	Merger and Acquisition	Consumer Financial Sponsors Group
07/17/2012	Susser Holdings Corp	$207	Follow-On Offering	Consumer Financial Sponsors Group
12/08/2011	Express Inc	$368	Follow-On Offering	Consumer Financial Sponsors Group
10/14/2011	Purchasing Power LLC	Not disclosed	Merger and Acquisition	Consumer Financial Sponsors Group
05/05/2011	Titan Machinery Inc	$79	Follow-On Offering	Consumer
04/06/2011	Express Inc	$433	Follow-On Offering	Consumer Financial Sponsors Group
01/27/2011	Darling International Inc	$353	Follow-On Offering	Consumer
01/21/2011	I.O. Metro	Not disclosed	Merger and Acquisition	Consumer Financial Sponsors Group
02/03/2010	Penske Automotive Group	$83	Follow-On Offering	Consumer
12/10/2009	KAR Auction Services, Inc.	$332	Initial Public Offering	Consumer
10/08/2009	Lithia	$46	Follow-On Offering	Consumer
09/17/2009	Sonic Automotive	$105	Follow-On Offering	Consumer
09/17/2009	Sonic Automotive	$172	Convertible	Consumer
02/08/2008	Verastar LLC	Not disclosed	Merger and Acquisition	Consumer
09/18/2006	Asbury Automotive Group	$158	Follow-On Offering	Consumer
03/29/2002	Don Massey Cadillac	$140	Merger and Acquisition	Consumer
03/13/2002	Asbury Automotive Group	$127	Initial Public Offering	Consumer
03/12/2002	United Auto Group (Penske)	$136	Follow-On Offering	Consumer
02/25/2002	Lithia	$105	Follow-On Offering	Consumer
11/10/1997	Sonic Automotive	$60	Initial Public Offering	Consumer
10/28/1996	United Auto Group (Penske)	$210	Initial Public Offering	Consumer