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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.

The Stephens Story

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.

Leadership

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

Impact Initiatives

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

Our Brand Ambassadors

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.

Making Connections

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

Back to transactions
Sole Placement Agent

Independent Bank Group, Inc.

$21 Million 11/21/2016 Depository Complete
Public Companies
Show Tombstone

Transaction Details

  • 400,000 shares of IBTX common stock have been subscribed for in a private placement at $52.50 per share for gross proceeds of $21 million
  • The proceeds of the offering will be used to make the cash payment to Carlile option holders, and as capital to support growth
  • IBTX will rank as the 9th largest Texas-based bank by assets and 8th largest by total deposits with $8.0B in assets and $6.3B in deposits
  • The transaction is accretive to all capital ratios for Independent Bank Group
Sources: Transaction press release and related investor presentation.
  1. This material has been prepared solely for informative purposes as of its stated date and is not a solicitation, or an offer, to buy or sell any security. It does not purport to be a complete description of the securities, markets or developments referred to in the material. Information included in the material was obtained from external sources which we consider reliable, but we have not independently verified such information and do not guarantee that it is accurate or complete. Such information is believed to be accurate on the date of issuance of the material. No subsequent publication or distribution of this material shall mean or imply that any such information or opinion remains current at any time after the stated date of the material. The publicly filed investor presentation can be found by clicking here. We do not undertake to advise you of any changes in any such information or opinion. Additional information is available upon request.