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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Date Client Amount (mm) Transaction Type Sector
08/06/2020 Mabrey Bancorporation, Inc. $28 Subordinated Debt Financial Services
07/30/2020 Happy Bancshares, Inc. $140 Subordinated Debt Financial Services
07/09/2020
Pending
Citizens Bancorp Investment, Inc. Not disclosed Merger and Acquisition Financial Services
06/30/2020 County Bancorp, Inc. $17 Subordinated Debt Financial Services
06/30/2020 Equity Bancshares, Inc. $42 Subordinated Debt Financial Services
06/15/2020 ConnectOne Bancorp, Inc. $75 Subordinated Debt Financial Services
06/10/2020 Cannae Holdings, Inc. $412 Follow-On Offering Financial Services
06/03/2020 TriState Capital Holdings, Inc. $38 Subordinated Debt Financial Services
06/01/2020 First Busey Corporation $125 Subordinated Debt Financial Services
05/11/2020 TriState Capital Holdings, Inc. $60 Subordinated Debt Financial Services
02/11/2020 Heartland Financial USA, Inc. $280 Merger and Acquisition Financial Services
02/06/2020 Professional Holding Corp. $57 Initial Public Offering Financial Services
02/06/2020 Origin Bank $70 Subordinated Debt Financial Services
01/22/2020 Pedestal Bancshares, Inc. $211 Merger and Acquisition Financial Services
09/20/2019 Allegiance Bancshares, Inc. $60 Subordinated Debt Financial Services
09/19/2019 State Capital Corp. $136 Merger and Acquisition Financial Services
09/19/2019 TB&T Bancshares, Inc. $190 Merger and Acquisition Financial Services
09/11/2019 Highlands Bankshares, Inc. $91 Merger and Acquisition Financial Services
08/28/2019 Bankmanagers Corp. $195 Merger and Acquisition Financial Services
08/14/2019 CrossFirst Bankshares, Inc. $102 Initial Public Offering Financial Services
08/12/2019 Professional Holding Corp. Not disclosed Merger and Acquisition Financial Services
07/31/2019 Simmons First National Corporation $434 Merger and Acquisition Financial Services
07/25/2019 Spirit of Texas Bancshares, Inc. $43 Follow-On Offering Financial Services
07/24/2019
Pending
Spirit of Texas Bancshares, Inc. $66 Merger and Acquisition Financial Services
07/24/2019 Banner Corporation $87 Merger and Acquisition Financial Services
06/27/2019 Choice Bancorp, Inc. $72 Merger and Acquisition Financial Services
05/22/2019 TriState Capital Holdings, Inc. $70 Preferred Equity Financial Services
05/03/2019 Red River Bancshares, Inc. $27 Initial Public Offering Financial Services
02/20/2019
Pending
Rush-Oak Corporation $55 Merger and Acquisition Financial Services
12/21/2018 Green Bancorp, Inc. Not disclosed Merger and Acquisition Financial Services
12/18/2018 Mercantil Bank Holding Corporation $82 Initial Public Offering Financial Services
12/17/2018 Business First Bancshares, Inc. $25 Subordinated Debt Financial Services
12/17/2018
Pending
Ameris Bancorp $751 Merger and Acquisition Financial Services
12/12/2018
Pending
Morris State Bancshares, Inc. $24 Merger and Acquisition Financial Services
12/06/2018
Pending
First Midwest Bancorp, Inc. $145 Merger and Acquisition Financial Services
11/27/2018
Pending
Spirit of Texas Bancshares, Inc. $64 Merger and Acquisition Financial Services
11/21/2018 Vantage Bank Texas Not disclosed Merger and Acquisition Financial Services
11/14/2018 Fidelity Bank Not disclosed Merger and Acquisition Financial Services
10/29/2018 Horizon Bancorp, Inc. $135 Merger and Acquisition Financial Services
09/26/2018 Capital Bancorp, Inc. $28 Initial Public Offering Financial Services
09/24/2018 MidFirst Bank Not disclosed Merger and Acquisition Financial Services
09/19/2018 Bank7 Corp. $65 Initial Public Offering Financial Services
07/31/2018
Pending
NorthWest Indiana Bancorp $35 Merger and Acquisition Financial Services
07/24/2018 Veritex Holdings. Inc. $1000 Merger and Acquisition Financial Services
07/19/2018 Spirit of Texas Bancshares, Inc $56 Merger and Acquisition Financial Services
07/18/2018 First Western Financial, Inc. $38 Initial Public Offering Financial Services
07/11/2018
Pending
River Financial Corporation Not disclosed Merger and Acquisition Financial Services
05/22/2018 FB Financial Corporation $132 Secondary Offering Financial Services
05/22/2018 Cadence Bancorporation $504 Secondary Offering Financial Services
05/22/2018
Pending
Independent Bank Group, Inc. $1000 Merger and Acquisition Financial Services
05/08/2018 Origin Bancorp, Inc. $124 Initial Public Offering Financial Services
05/03/2018 Spirit of Texas Bancshares, Inc. $42 Initial Public Offering Financial Services
04/30/2018 The First Bancshares, Inc. $24 Subordinated Debt Financial Services
04/30/2018 The First Bancshares, Inc. $42 Subordinated Debt Financial Services
04/24/2018
Pending
National Commerce Corporation $115 Merger and Acquisition Financial Services
04/24/2018
Pending
CenterState Bank Corporation $360 Merger and Acquisition Financial Services
04/18/2018
Pending
Icon Capital Corporation $146 Merger and Acquisition Financial Services
04/10/2018 Triumph Bancorp, Inc. $176 Follow-On Offering Financial Services
04/09/2018
Pending
Triumph Bancorp, Inc. $13 Merger and Acquisition Financial Services
04/09/2018
Pending
Triumph Bancorp, Inc. $134 Merger and Acquisition Financial Services
03/21/2018 Simmons First National Corporation $330 Subordinated Debt Financial Services
02/21/2018 NorthWest Indiana Bancorp $16 Merger and Acquisition Financial Services
02/08/2018 Cadence Bancorporation $200 Secondary Offering Financial Services
01/26/2018
Pending
Ameris Bancorp $406 Merger and Acquisition Financial Services
12/14/2017 Allegiance Bank $40 Subordinated Debt Financial Services
12/12/2017
Pending
First Bank Lubbock Bancshares, Inc. $186 Merger and Acquisition Financial Services
12/11/2017
Pending
TriCo Bancshares $315 Merger and Acquisition Financial Services
11/29/2017 Independent Bank Group, Inc. $150 Follow-On Offering Financial Services
11/08/2017 Cadence Bancorporation $209 Secondary Offering Financial Services
11/07/2017 CBTX, Inc. $72 Initial Public Offering Financial Services
10/27/2017 Merchants Bancorp $115 Initial Public Offering Financial Services
10/23/2017 Veritex Holdings, Inc. Not disclosed Merger and Acquisition Financial Services
10/06/2017
Pending
Business First Bancshares, Inc. $66 Private Placement Financial Services
10/06/2017
Pending
Business First Bancshares, Inc. $76 Merger and Acquisition Financial Services
08/15/2017 Howard Bancorp, Inc. $163 Merger and Acquisition Financial Services
08/02/2017 Veritex Holdings, Inc. $60 Follow-On Offering Financial Services
08/01/2017 Veritex Holdings, Inc. $64 Merger and Acquisition Financial Services
07/27/2017
Pending
Triumph Bancorp, Inc. $70 Follow-On Offering Financial Services
07/26/2017 RBB Bancorp $86 Initial Public Offering Financial Services
07/17/2017
Pending
Equity Bancshares, Inc. $47 Merger and Acquisition Financial Services
07/17/2017
Pending
Equity Bancshares, Inc. $50 Merger and Acquisition Financial Services
06/29/2017 Byline Bancorp, Inc. $108 Initial Public Offering Financial Services
06/07/2017 National Commerce Corporation $36 Follow-On Offering Financial Services
05/26/2017 FB Financial Corporation $159 Private Placement Financial Services
05/25/2017
Pending
First Bank of Alabama Not disclosed Merger and Acquisition Financial Services
05/22/2017 Capstone Bancshares, Inc. $84 Merger and Acquisition Financial Services
05/18/2017 First Busey Corporation $40 Senior Unsecured Notes Financial Services
05/18/2017 First Busey Corporation $60 Subordinated Debt Financial Services
05/08/2017 Guaranty Bancshares Inc. $54 Initial Public Offering Financial Services
04/12/2017 Cadence Bancorporation $150 Initial Public Offering Financial Services
04/03/2017 Home BancShares, Inc. $300 Subordinated Debt Financial Services
03/07/2017 Ameris Bancorp $75 Senior Subordinated Notes Financial Services
03/01/2017 Ameris Bancorp $94 Follow-On Offering Financial Services
03/01/2017 IBERIABANK Corporation $506 Follow-On Offering Financial Services
02/14/2017 Progress Financial Corporation $42 Merger and Acquisition Financial Services
02/08/2017 FB Financial Corporation $284 Merger and Acquisition Financial Services
02/06/2017 First Busey $236 Merger and Acquisition Financial Services
01/30/2017
Pending
Vista Bancshares, Inc. Not disclosed Merger and Acquisition Financial Services
01/27/2017 Howard Bancorp $36 Follow-On Offering Financial Services
01/26/2017 Midland States Bancorp, Inc. $175 Merger and Acquisition Financial Services
01/23/2017 First Texas BHC, Inc. $462 Merger and Acquisition Financial Services
01/20/2017 Carolina Financial Corporation $44 Follow-On Offering Financial Services
12/20/2016 Lane Clark & Peacock Not disclosed Merger and Acquisition Financial Services
12/19/2016
Pending
Ameris Bancorp Not disclosed Merger and Acquisition Financial Services
12/15/2016 Veritex Community Bank $100 Follow-On Offering Financial Services
12/14/2016 Renasant Corporation $65 Follow-On Offering Financial Services
12/14/2016 Veritex Community Bank $162 Merger and Acquisition Financial Services
12/14/2016 Simmons First National Corporation $564 Merger and Acquisition Financial Services
12/02/2016 IBERIABANK Corporation $293 Follow-On Offering Financial Services
11/23/2016 Origin Bancorp, Inc. $45 Private Placement Financial Services
11/21/2016
Pending
Independent Bancshares, Inc. $21 Private Placement Financial Services
11/21/2016
Pending
Independent Bank Group, Inc. $434 Merger and Acquisition Financial Services
11/16/2016 Franklin Financial Network, Inc. $62 Follow-On Offering Financial Services
11/09/2016 Pinnacle Financial Partners $120 Senior Subordinated Notes Financial Services
11/07/2016
Pending
Home BancShares, Inc. $89 Merger and Acquisition Financial Services
11/04/2016
Pending
First Menasha Bancshares, Inc. $77 Merger and Acquisition Financial Services
11/03/2016
Pending
Collins Family Trusts Not disclosed Merger and Acquisition Financial Services
10/19/2016
Pending
TriState Capital Holdings, Inc. Not disclosed Merger and Acquisition Financial Services
10/14/2016 The First Bancshares, Inc. $63 Equity Private Placement Financial Services
09/29/2016 First Midwest Bancorp, Inc. $150 Subordinated Debt Financial Services
09/23/2016 Home BancShares, Inc. $58 Secondary Offering Financial Services
09/15/2016 FB Financial Corporation $112 Initial Public Offering Financial Services
08/29/2016 Seaside National Bank & Trust $15 Subordinated Debt Financial Services
08/01/2016 The Co-operotive Bank Plc Not disclosed Loan Portfolio Sale Financial Services
07/21/2016 BNC Bancorp $55 Follow-On Offering Financial Services
07/14/2016
Pending
Community First Bancshares, Inc. $69 Merger and Acquisition Financial Services
06/30/2016 Franklin Financial Network, Inc. $20 Subordinated Debt Financial Services
06/23/2016 Independent Bank Group $45 Subordinated Debt Financial Services
05/23/2016 Midland States Bancorp, Inc. $92 Initial Public Offering Financial Services
04/29/2016
Pending
TriState Capital Holdings, Inc. $20 Merger and Acquisition Financial Services
03/10/2016 Horizon Bancorp $94 Merger and Acquisition Financial Services
01/12/2016
Pending
Old National Bancorp $443 Merger and Acquisition Financial Services
12/14/2015
Pending
Civic Bank & Trust $30 Merger and Acquisition Financial Services
12/01/2015 The Co-operotive Bank Plc Not disclosed Loan Portfolio Sale Financial Services
11/20/2015
Pending
County Bancorp, Inc. $29 Merger and Acquisition Financial Services
11/19/2015 BNC Bancorp $53 Follow-On Offering Financial Services
11/10/2015 Equity Bancshares, Inc. $44 Initial Public Offering Financial Services
10/07/2015 Allegiance Bancshares, Inc. $63 Initial Public Offering Financial Services
09/22/2015 First Texas BHC, Inc. $10 Private Placement Financial Services
07/31/2015 Happy Bancshares, Inc. $65 Subordinated Debt Financial Services
07/23/2015
Pending
Independent Bank Group $80 Merger and Acquisition Financial Services
07/01/2015 Veritex Holdings, Inc. $22 Merger and Acquisition Financial Services
05/13/2015
Pending
River Bank & Trust $37 Merger and Acquisition Financial Services
05/06/2015 Great Western Bancorp, Inc. $430 Follow-On Offering Financial Services
04/28/2015
Pending
Magna Bank $83 Merger and Acquisition Financial Services
01/01/2015 Hilltop Holdings Inc.  $350 Merger and Acquisition Financial Services
10/08/2014 Veritex Holdings, Inc. $40 Initial Public Offering Financial Services
06/09/2014 TriState Capital Holdings, Inc. $35 Subordinated Debt Financial Services
05/16/2014 Summit Bancorp, Inc. $216 Merger and Acquisition Financial Services
03/05/2014 Tristate Capital Holdings, Inc. $60 Merger and Acquisition Financial Services
Financial Sponsors Group
05/08/2013 TriState Capital Holdings, Inc. $75 Initial Public Offering Financial Services
Financial Sponsors Group
12/14/2012 Community Trust Financial Corporation $85 Private Placement Financial Services
11/30/2012 Hilltop Holdings Inc. $707 Merger and Acquisition Financial Services
11/05/2012 Stifel Financial Corp. (NYSE:SF) $578 Merger and Acquisition Financial Services
09/20/2012 The Edelman Financial Group Inc. $267 Merger and Acquisition Financial Services
Financial Sponsors Group
09/19/2012 National Bank Holdings Corp $158 Initial Public Offering Financial Services
08/10/2012 TriState Capital Holdings, Inc. $50 Equity Private Placement Financial Services
08/05/2012 Investor Group, including Stephens Investments Holdings $950 Merger and Acquisition Financial Services
Financial Sponsors Group
06/12/2012 PlainsCapital Corporation Not disclosed Merger and Acquisition Financial Services
01/18/2012 BancorpSouth, Inc $115 Follow-On Offering Financial Services
08/01/2011 Hilltop Holdings Inc. $100 Merger and Acquisition Financial Services
04/27/2010 Southwest Bancorp, Inc. $58 Follow-On Offering Financial Services
11/11/2009 Simmons First National Corporation $75 Follow-On Offering Financial Services
09/15/2009 Home BancShares, Inc. $115 Follow-On Offering Financial Services
12/31/2008 PlainsCapital Corporation $82 Merger and Acquisition Financial Services
05/08/2008 Renasant Corporation $62 Follow-On Offering Financial Services
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