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Financial Services

Overview

Stephens Inc. is an advisor to a broad spectrum of financial services companies. Representative clients include: regional and community banks and thrifts, insurance brokers and underwriters, third-party administrators, broker/dealers and consumer finance companies. The Financial Services Group serves public and private companies in addition to private equity groups.

Over the past five years, Stephens Inc. has executed more than 20 M&A transactions in the financial services sector with a total transaction value in excess of $7 billion. In addition to our M&A experience, we have lead-managed or co-managed 13 public equity offerings in the sector since 2003, with a total offering value of approximately $5 billion. We also actively assist issuers with the private placement of equity and debt securities.

 

Banks & Thrifts
  • Regional Banks
  • Community Banks
  • Thrifts
 Insurance
  • Insurance Brokers
  • Insurance Companies
  • Third-party Administrators
Specialty Finance
  • Sub-Prime Consumer Lenders
  • Collection Companies
  • Purchasers of Distressed Debt
  • Small Business Lenders
  • Commercial Rental & Leasing Companies