HomeSmart | Stephens

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What We Do

We provide investment banking, research, sales and trading, asset and wealth management, public finance, insurance, private capital, and family office services.

About Us

We are a family-owned financial services firm that values client relationships, long-term stability, and supporting the communities where we live and work.

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The idea of family defines our culture, because each of us knows that our reputation is on the line as if our own name was on the door.


Our reputation as a leading independent financial services firm is built on the stability of our longstanding and highly experienced senior executives.

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We are committed to corporate philanthropy; economic and financial literacy advocacy; and diversity, equity, and inclusion initiatives.

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Stephens is proud to sponsor the PGA TOUR, LPGA Tour, and PGA TOUR Champions careers, as well as applaud the philanthropic endeavors, of our Brand Ambassadors.

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We host many highly informative meetings each year with clients, industry decision makers, and thought leaders across the U.S. and in Europe.

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Financial Advisor


$35 Million 05/13/2016 Specialty Finance Complete
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Transaction Details

  • On April 29, 2016, Aaron’s Inc. (“Aaron’s” or the “Company”) announced that it had recently entered an agreement to sell the assets of its HomeSmart division
  • The sale represented substantially all of the assets and certain liabilities of the
  • HomeSmart division, including its 82 Company-operated HomeSmart stores
  • The sale did not include the Company’s two franchised HomeSmart stores
  • On May 13, 2016, Aaron’s announced the completion of the transaction for $35 million
  • Stephens Inc. served as financial advisor to Aaron’s, Inc. and its affiliates
  • This represents Stephens’ third successful M&A transaction for Aaron’s since the beginning of 2014

About the company

HomeSmart Overview

HomeSmart is a retailer specializing in the sales and lease ownership of furniture, appliances, computers and electronics. As of March 31, 2016, HomeSmart operates 82 stores across 11 states. Aaron’s HomeSmart operation began in 2010 and was developed to serve customers who prefer the flexibility of weekly rental payments.

Aaron’s Overview

Aaron’s is a leading retailer specializing in the sales and lease ownership of furniture, consumer electronics, home appliances and accessories. As of March 31, 2016, Aaron’s has more than 2,000 Company-operated and franchised stores in 47 states, the District of Columbia and Canada. Aaron’s was founded in 1955, is headquartered in Atlanta, Georgia, and has been publicly traded since 1982.

Buddy’s Home Furnishings Overview

Buddy’s Home Furnishings is a retailer specializing in the sales and lease ownership of furniture, electronics and appliances. As of March 31, 2016, Buddy’s and its franchisees operate 216 storefronts in 21 states and Guam. Buddy’s was founded in 1961 and is headquartered in Tampa, Florida.

Sources: Company filings, Company Website and publicly available information.
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