The Olive Group | Stephens

Who We Are

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.

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Financial Advisor

The Olive Group

Value Not Disclosed 04/25/2024 Specialty Finance Complete
Private Companies
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Transaction Details

  • On April 25th, 2024, The Olive Group (“Olive” or the “Company”) closed on two new Senior Secured Revolving Credit Facilities
  • Proceeds from the new Facilities will be used to refinance the Company’s existing Senior Secured Credit Facility and support the continued growth of its portfolio
  • Stephens served as financial advisor to Olive in the transaction

About the company

Founded in 2006 and headquartered in Chicago, IL, The Olive Group is among the largest and most trusted providers of payment plan programs and transaction processing services to the direct-to-consumer protection plan industry. Olive specializes in providing interest-free payment plans for the purchase of vehicle and home service extended warranty contracts. Learn more at www.theolivegroup.com.

Sources: Press Release and Company Website.
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