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Stephens Investment Banking Transactions and Advisory

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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
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