Western Marketing, Inc. | 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.


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

Western Marketing, Inc.

Value Not Disclosed 05/22/2017 Specialty Distribution Complete
Lead Bankers: Brad Yates, Patrick Clark
Financial Sponsors
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Transaction Details

  • On May 22, 2017, RelaDyne LLC (“RelaDyne”), a portfolio company of Audax Group, closed its previously announced acquisition of Western Marketing, Inc. (“WMI”)
  • WMI, founded in 1953, distributes bulk and packaged lubricants to customers utilizing internal combustion engines primarily for transportation, agriculture, and energy pumping and gathering systems across seven states, with a leading market position in West and North Texas
  • The acquisition of WMI will significantly expand RelaDyne’s geographic footprint into West and North Texas markets, creating significant regional density in its existing branches
  • WMI is RelaDyne’s 30th and largest acquisition since its inception in 2010, as RelaDyne continues its strategy of creating a national distribution platform
  • Stephens Inc. acted as exclusive financial advisor to Western Marketing in the transaction

About the company

Western Marketing Inc.

Western Marketing Inc. is a leading, multi-branded lubricant distributor serving customers across seven states with an emphasis on truck fleets, agricultural, automotive repair shops, car dealerships, gas engine oil users, manufacturing plants and wind turbine sectors. For more information, visit www.westmktg.com.

RelaDyne LLC

RelaDyne, Inc., headquartered in Cincinnati, Ohio, is one of the nation’s leading providers of lubricants, fuel, diesel exhaust fluid (DEF), and industrial reliability services. The company's long heritage in the Automotive, Commercial and Industrial markets brings more than 350 years of combined expertise to more than 13,000 clients. For additional information, visit www.reladyne.com.

Sources: Publicly available information.
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