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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
06/26/2020 Franchise Group, Inc. $98 Follow-On Offering Financial Services
04/28/2020 Tidewater Credit Services Not disclosed Merger and Acquisition Financial Services
04/08/2020 CURO Group Holdings Corp. $100 Senior Secured Credit Facility Financial Services
03/31/2020 AccessOne MedCard, Inc. $230 Revolver & Securitization Facility Financial Services
09/03/2019 Lightyear Capital LLC Not disclosed Merger and Acquisition Financial Services
Financial Sponsors Group
07/04/2019 GDFC Group Limited Not disclosed Restructuring Financial Services
04/02/2019 First Heritage Credit, LLC $200 Senior Secured Credit Facility Financial Services
01/30/2019 EasyPay Finance $50 Senior Secured Credit Facility Financial Services
Financial Sponsors Group
12/28/2018 SMART Financial Operations, LLC $80 Senior Secured Term Loan & Delayed Draw Facility Financial Services
Financial Sponsors Group
10/31/2018 Freedom Truck Finance, LLC $200 Senior Secured Credit Facility Financial Services
10/01/2018 CarePayment Technologies, Inc. $100 Senior Secured Credit Facility Financial Services
09/18/2018 Fortress Transportation and Infrastructure Investors LLC $300 Senior Unsecured Notes Financial Services
Industrial
08/13/2018 CURO Group Holdings Corp. $690 Senior Secured Notes Financial Services
08/02/2018 CURO Group Holdings Corp. C$175 Senior Secured Credit Facility Financial Services
07/13/2018 Creditcorp $165 Senior Secured Credit Facility Financial Services
05/16/2018 CURO Group Holdings Corp $115 Secondary Offering Financial Services
02/20/2018 BFS Capital Inc. $175 Revolving Credit Facility Financial Services
12/21/2017 NCP Finance Limited Partnership $325 Revolving Credit Facility Financial Services
12/20/2017 Hy Cite Enterprises, LLC $90 Subordinated Debt Financial Services
12/07/2017 CURO Group Holdings Corp $107 Initial Public Offering Financial Services
12/01/2017 Aaron's lnc. £18 Restructuring Financial Services
11/02/2017 CURO Financial Technologies Corp. $135 Senior Secured Notes Financial Services
09/08/2017 Freedom Truck Finance, LLC Not disclosed Merger and Acquisition Financial Services
08/29/2017 eCommission Financial Services, Inc. Not disclosed Merger and Acquisition Financial Services
Financial Sponsors Group
08/22/2017 Security Card Services, LLC Not disclosed Merger and Acquisition Technology
Financial Sponsors Group
Financial Services
08/07/2017 Byrider Holding Corp. $50 Senior Secured Credit Facility Financial Services
07/28/2017 Aaron's, Inc. $140 Merger and Acquisition Financial Services
07/27/2017 Republic Capital Access, LLC $75 Senior Secured Credit Facility Financial Services
06/30/2017 Community Choice Financial Inc. $47 Revolving Credit Facility Financial Services
04/28/2017 CNG Holdings Inc. $200 Senior Secured Credit Facility Financial Services
02/15/2017 CURO Financial Technologies Corp. $470 Senior Secured Notes Financial Services
01/30/2017 AccessOne Medcard, Inc. $50 Senior Secured Credit Facility Financial Services
01/04/2017 TEMPOE, LLC $150 Senior Secured Credit Facility Financial Services
Financial Sponsors Group
12/19/2016
Pending 		Ameris Bancorp Not disclosed Merger and Acquisition Financial Services
11/17/2016 CURO Financial Technologies Corp. (f/k/a Speedy Cash Holdings Corp.) $150 Senior Secured Unitranche Facility Financial Services
07/29/2016 CNG Holdings, Inc. $125 Senior Secured Credit Facility Financial Services
05/13/2016 HomeSmart $35 Merger and Acquisition Financial Services
05/02/2016 American Car Center, LLC Not disclosed Merger and Acquisition Financial Services
Financial Sponsors Group
05/02/2016 Lendmark Financial Services, LLC $624 Merger and Acquisition Financial Services
Financial Sponsors Group
03/03/2016 Wheels Financial Group, LLC d/b/a LoanMart $100 Senior Secured Unitranche Facility Financial Services
02/25/2016 American First Finance Inc. $50 Senior Secured Credit Facility Financial Services
02/04/2016 Veros Credit, LLC $205 Senior Secured Credit Facility Financial Services
12/09/2015 Genesis Financial Solutions, Inc. Not disclosed Subordinated Debt Financial Services
10/15/2015 Renew Financial, LLC Not disclosed Equity Private Placement Financial Services
Financial Sponsors Group
10/15/2015 Aaron's Inc. $55 Merger and Acquisition Financial Services
09/10/2015 Conn's Inc. $1120 Senior Secured Notes Financial Services
06/19/2015 Snap Advances, LLC Not disclosed Merger and Acquisition Financial Services
Financial Sponsors Group
05/14/2015 Fortress Transportation & Infrastructure LLC $340 Initial Public Offering Industrial
Financial Services
Financial Sponsors Group
04/08/2015 Capitala Investment Group $64 Follow-On Offering Financial Services
04/06/2015 EBF Holdings, LLC (d/b/a Everest Business Funding) Not disclosed Senior Secured Credit Facility Financial Services
03/10/2015 Van Tuyl Group Not disclosed Merger and Acquisition Financial Services
Financial Sponsors Group
09/30/2014 Lendmark Financial Services, LLC Not disclosed Merger and Acquisition Financial Services
Financial Sponsors Group
06/30/2014 Mariner Finance, LLC Not disclosed Merger and Acquisition Financial Services
Financial Sponsors Group
05/08/2014 Alcentra Capital Corp $111 Initial Public Offering Financial Services
04/14/2014 Aaron’s, Inc. $700 Merger and Acquisition Financial Services
04/04/2014 First Heritage Credit Not disclosed Private Placement Financial Services
02/05/2014 CM Finance Inc $115 Initial Public Offering Financial Services
01/28/2014 Santander Consumer USA Holdings Inc $2046 Initial Public Offering Financial Services
Financial Sponsors Group
12/31/2013 eCommission Financial Services, Inc. Not disclosed Merger and Acquisition Financial Services
Financial Sponsors Group
12/04/2013 Regional Management Corp. $73 Follow-On Offering Financial Services
Financial Sponsors Group
11/07/2013 JGWPT Holdings LLC $157 Initial Public Offering Financial Services
Financial Sponsors Group
10/15/2013 Springleaf Holdings Inc. $411 Initial Public Offering Financial Services
Financial Sponsors Group
10/11/2013 Lendmark Financial Services, Inc. $535 Merger and Acquisition Financial Services
Financial Sponsors Group
09/24/2013 Capitala Finance Corp $80 Initial Public Offering Financial Services
09/19/2013 Regional Management Corp. $110 Follow-On Offering Financial Services
08/02/2013 Genesis Financial Solutions $40 Senior Secured Credit Facility Financial Services
07/17/2013 Monroe Capital Corp $59 Follow-On Offering Financial Services
07/11/2013 Creditcorp (dba Check Into Cash) $165 Senior Secured Notes Financial Services
06/19/2013 Global Analytics / Zebit $30 Senior Secured Credit Facility Financial Services
05/16/2013 Mariner Finance, LLC Not disclosed Merger and Acquisition Financial Services
Financial Sponsors Group
03/26/2013 Garrison Capital Inc $92 Initial Public Offering Financial Services
02/11/2013 Speedy Cash $125 Senior Unsecured Notes Financial Services
02/08/2013 Speedy Cash Not disclosed Merger and Acquisition Financial Services
02/05/2013 Speedy Cash $100 Senior Secured Notes Financial Services
01/22/2013 Pennant Park $71 Senior Unsecured Notes Financial Services
01/15/2013 Jefferies Group $400 Senior Unsecured Notes Financial Services
12/31/2012 Carolina Financial Services, Inc. Not disclosed Merger and Acquisition Financial Services
12/20/2012 Go Cash, LLC $50 Merger and Acquisition Financial Services
Financial Sponsors Group
12/06/2012 Conn's, Inc. $169 Follow-On Offering Financial Services
Consumer
10/24/2012 Monroe Capital Corp $86 Initial Public Offering Financial Services
10/16/2012 Triangle Capital $81 Senior Unsecured Notes Financial Services
10/05/2012 Endeavour Capital LLC Not disclosed Growth Capital Investment Into Financial Services
09/25/2012 Ares Management, L.P. $183 Senior Unsecured Notes Financial Services
09/19/2012 Hercules $85 Senior Unsecured Notes Financial Services
08/29/2012 The Money Store LP Not disclosed Merger and Acquisition Financial Services
07/02/2012 Hercules $41 Senior Unsecured Notes Financial Services
06/15/2012 SAC Finance, Inc. (d/b/a Superior Auto) Not disclosed Merger and Acquisition Financial Services
Financial Sponsors Group
05/17/2012 Speedy Cash $90 Senior Secured Notes Financial Services
04/23/2012 Grupo Elektra S.A. de C.V. $780 Merger and Acquisition
03/31/2012 Direct Financial Solutions Not disclosed Merger and Acquisition Financial Services
03/26/2012 Regional Management Corp. $72 Initial Public Offering Financial Services
Financial Sponsors Group
10/14/2011 Purchasing Power LLC Not disclosed Merger and Acquisition Consumer
Financial Sponsors Group
07/22/2011 TMX Finance, LLC (d/b/a TitleMax) $60 Senior Secured Notes Financial Services
05/12/2011 Cash Money Group, Inc. Not disclosed Merger and Acquisition
05/03/2011 J.D. Byrider Systems, Inc. Not disclosed Merger and Acquisition
05/03/2011 Speedy Cash $250 Senior Secured Notes Financial Services
04/29/2011 Community Choice Financial $395 Senior Secured Notes Financial Services
04/07/2011 DFC Global Corp. $138 Follow-On Offering Financial Services
04/01/2011 DFC Global Corp. $195 Merger and Acquisition
11/30/2010 Conn's, Inc. (NasdaqGL: CONN) $25 Rights Offering Financial Services
10/15/2010 Oak Street Holdings Corporation Not disclosed Merger and Acquisition Financial Services
Financial Sponsors Group
06/21/2010 TMX Finance, LLC (d/b/a TitleMax) $250 Senior Secured Notes Financial Services
05/27/2010 DriveTime Automotive Group, Inc. $200 Senior Secured Notes Financial Services
03/01/2010 Insight Capital, LLC (d/b/a Easy Money)  Not disclosed Merger and Acquisition Financial Services
Financial Sponsors Group
11/30/2009 dPi Teleconnect, LLC Not disclosed Merger and Acquisition Financial Services
Financial Sponsors Group
09/10/2008 Speedy Group Holdings Corp. Not disclosed Equity Private Placement Financial Services
Financial Sponsors Group
06/30/2008 Value Financial Services, Inc. Not disclosed Merger and Acquisition Financial Services
07/01/2007 Interstate Auto Group, Inc. and Universal Acceptance Corp. (d/b/a CarHop) Not disclosed Merger and Acquisition Financial Services
Financial Sponsors Group
05/01/2007 MEM Consumer Finance Ltd. Not disclosed Merger and Acquisition Financial Services
05/01/2006 Checksmart Financial Company Not disclosed Merger and Acquisition Financial Services
Financial Sponsors Group
06/30/2003 Conn's, Inc. (NasdaqGL: CONN) $68 Initial Public Offering Financial Services
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