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.
$55 Million
Senior Secured Credit Facility
Not disclosed
Apse Capital Limited
Ultima Business Solutions Limited
Not disclosed
Has Received Investment From
Financial Advisor to the Company
$200 Million
ABL Revolver & Split-Lien Term Loan
$17 Million
Modified Dutch Auction Tender Offer
Not disclosed
its AppGuard line of business to Blue Planet-works, Inc.
| Date |
Client |
Amount (mm) |
Transaction Type |
Sector |
|
04/07/2021
|
Phreesia, Inc. |
$225 |
Follow-On Offering |
Technology |
|
03/09/2021
|
Everbridge, Inc. |
$325 |
Convertible Senior Notes |
Technology |
|
03/04/2021
|
Digi International Inc. |
$68 |
Follow-On Offering |
Technology |
|
02/03/2021
|
Geriatric Practice Management Corp. |
Not disclosed |
Merger and Acquisition |
Technology |
|
09/10/2020
|
i3 Verticals, Inc. |
$76 |
Follow-On Offering |
Technology |
|
08/31/2020
|
Scriptcycle, LLC |
$63 |
Merger and Acquisition |
Technology |
|
08/28/2020
|
GlobalSCAPE, Inc. |
$219 |
Merger and Acquisition |
Technology |
|
08/12/2020
|
Stewart Information Services Corporation |
$100 |
Follow-On Offering |
Technology |
|
07/21/2020
|
LendingTree, Inc. |
$500 |
Convertible Senior Notes |
Financial Services
Technology |
|
06/30/2020
|
Dun & Bradstreet Holdings, Inc. |
$1700 |
Initial Public Offering |
Technology
Financial Services |
|
05/20/2020
|
CoStar Group, Inc. |
$1500 |
Follow-On Offering |
Technology |
|
05/20/2020
|
RealPage, Inc. |
$300 |
Follow-On Offering |
Technology |
|
01/08/2020
|
Lindsey Software |
Not disclosed |
Merger and Acquisition |
Technology |
|
12/13/2019
|
Digi International Inc. |
$150 |
Acquisition Financing |
Technology |
|
12/12/2019
|
Big Belly Solar |
Not disclosed |
Merger and Acquisition |
Technology |
|
12/11/2019
|
Everbridge, Inc. |
$375 |
Convertible Senior Notes |
Technology |
|
11/18/2019
|
GlobalSCAPE Inc . |
$55 |
Senior Secured Credit Facility |
Technology |
|
07/31/2019
|
Apse Capital Limited |
Not disclosed |
Merger and Acquisition |
Technology |
|
06/12/2019
|
Smartsheet Inc. |
$561 |
Follow-On Offering |
Technology |
|
06/11/2019
|
Vonage Holdings |
$300 |
Convertible Senior Notes |
Technology |
|
06/06/2019
|
Payliance, Inc. |
Not disclosed |
Merger and Acquisition |
Technology |
|
05/01/2019
|
Zielpuls |
Not disclosed |
Merger and Acquisition |
Technology |
|
02/14/2019
|
8x8, Inc. |
$250 |
Convertible Senior Notes |
Technology |
|
02/12/2019
|
Connotate Technologies |
Not disclosed |
Merger and Acquisition |
Technology |
|
11/15/2018
|
Corcentric, Inc. |
$200 |
ABL Revolver & Split-Lien Term Loan |
Technology |
|
09/20/2018
|
GlobalSCAPE |
$17 |
Modified Dutch Auction Tender Offer |
Technology |
|
07/24/2018
|
HealthCast Inc. |
Not disclosed |
Merger and Acquisition |
Technology |
06/13/2018
Pending
|
Compass Professional Health Services |
Not disclosed |
Merger and Acquisition |
Technology |
|
03/20/2018
|
ForeScout Technologies, Inc. |
$147 |
Follow-On Offering |
Technology |
|
03/15/2018
|
Zscaler, Inc. |
$221 |
Initial Public Offering |
Technology |
|
02/15/2018
|
Zenedge |
Not disclosed |
Merger and Acquisition |
Technology |
|
01/02/2018
|
ABC Financial Services, Inc. |
Not disclosed |
Merger and Acquisition |
Technology |
|
10/23/2017
|
Digi International, Inc. |
$45 |
Merger and Acquisition |
Technology |
|
09/28/2017
|
CoStar Group, Inc. |
$750 |
Follow-On Offering |
Technology |
|
08/22/2017
|
Security Card Services, LLC |
Not disclosed |
Merger and Acquisition |
Technology
Financial Sponsors Group
Financial Services |
|
04/18/2017
|
Blue Ridge Networks Inc. |
Not disclosed |
Merger and Acquisition |
Technology |
|
01/09/2017
|
Digi International, Inc. |
Not disclosed |
Merger and Acquisition |
Technology |
|
10/31/2016
|
AuthAir, Inc. |
Not disclosed |
Merger and Acquisition |
Technology
Financial Sponsors Group |
|
10/24/2016
|
Atrion, Inc. |
Not disclosed |
Merger and Acquisition |
Technology |
09/26/2016
Pending
|
GovDelivery Holdings, Inc. |
$153 |
Merger and Acquisition |
Technology |
|
08/12/2016
|
Outpost24 |
Not disclosed |
Merger and Acquisition |
Technology
Financial Sponsors Group |
06/17/2016
Pending
|
GTCR |
Not disclosed |
Merger and Acquisition |
Technology |
|
06/01/2016
|
lT Lab |
Not disclosed |
Merger and Acquisition |
Technology
Financial Sponsors Group |
|
11/12/2015
|
LendingTree |
$98 |
Follow-On Offering |
Technology |
|
08/31/2015
|
Optimus EMR, Inc. |
Not disclosed |
Merger and Acquisition |
Technology |
|
06/17/2015
|
Proofpoint, Inc. |
$230 |
Convertible |
Technology |
|
06/01/2015
|
LoanTek, Inc. |
Not disclosed |
Merger and Acquisition |
Technology |
|
05/19/2015
|
Black Knight Financial Services |
$507 |
Initial Public Offering |
Technology
Financial Sponsors Group |
|
12/19/2014
|
ClinGenuity, LLC |
Not disclosed |
Merger and Acquisition |
Healthcare & Life Sciences
Technology
Financial Sponsors Group |
|
12/08/2014
|
Periscope Holdings Inc. |
Not disclosed |
Merger and Acquisition |
Technology
Financial Sponsors Group |
|
06/24/2014
|
Imprivata Inc |
$86 |
Initial Public Offering |
Technology
Financial Sponsors Group |
|
06/05/2014
|
CoStar Group Inc |
$552 |
Follow-On Offering |
Technology |
|
03/26/2014
|
Aerohive Networks Inc |
$86 |
Initial Public Offering |
Technology |
|
03/26/2014
|
Marchex Inc |
$69 |
Follow-On Offering |
Technology |
|
03/04/2014
|
Bankrate Inc |
$294 |
Follow-On Offering |
Technology
Financial Sponsors Group |
|
12/11/2013
|
Proofpoint, Inc. |
$201 |
Convertible |
Technology |
|
12/09/2013
|
PAETEC Software Corp. |
Not disclosed |
Merger and Acquisition |
Technology
Financial Sponsors Group |
|
12/07/2012
|
Bottomline Technologies |
$190 |
Convertible |
Technology |
|
10/04/2012
|
Infoblox Inc |
$100 |
Follow-On Offering |
Technology |
|
04/19/2012
|
Infoblox Inc |
$138 |
Initial Public Offering |
Technology |
|
06/16/2011
|
Bankrate Inc |
$345 |
Initial Public Offering |
Technology
Financial Sponsors Group |
|
05/25/2011
|
CoStar Group Inc |
$259 |
Follow-On Offering |
Technology |
|
04/07/2011
|
Elster Group SE |
$276 |
Follow-On Offering |
Technology
Financial Sponsors Group |