NexGen Financial Inc. | 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.

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.


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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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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NexGen Financial Inc.

$100 Million 03/31/2023 Specialty Finance Complete
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Transaction Details

  • On March 31, 2023, NexGen Financial Inc. (“NexGen” or the “Company”), entered into a new $100 million Senior Secured Revolving Credit Facility.
  • Proceeds from the new facility will be used to refinance the existing $50 million Senior Secured Revolving Credit Facility and to support the continued growth of its portfolio.
  • Stephens served as exclusive financial advisor to NexGen in the transaction.

About the company

NexGen Financial Inc.

Founded in 2017 and headquartered in Malibu, CA, NexGen Financial Inc. offers creative capital solutions uniquely developed for the debt settlement industry. NexGen works with the most reputable debt settlement sales affiliates and servicing companies from across the country. The cash infusion from the upfront payments NexGen provides allows sales affiliates and servicing companies to cover their sales and marketing expenses and provide the required working capital to achieve the company’s growth goals while providing best in class service to their clients.