Financial Sponsors Group
FINANCIAL SPONSOR HIGHLIGHTS
Sponsor Related M&A Volume M&A Capital Markets
Over 40% of our M&A clients are Stephens Equity Capital Markets non-sponsor backed privately Platform is one of the fastest growing owned businesses across all investment banks
Since 2010: Since 2010: • Completed 103 sponsor related • Completed 93 sponsor related M&A transactions Capital Market Offerings • Deal value has grown at a 49.6% • 47% of Capital Market CAGR since transactions are Sponsor Related
Deal Statistics Since 2010: Deal Statistics Since 2010: • Median Deal Size: $90.0mm • Average IPO: $437.6mm • Average Deal Size: $259.3mm • Average FO: $282.2mm
Note: Dollars in Billions
Consumer Energy Financial Services Healthcare
• Consumer Products • Alternative & Renewable • Financial Institutions • Healthcare Services & Services Energy • Insurance • Life Sciences • Food & Agribusiness • Exploration & Production • Specialty Finance • Medical Technologies • Restaurants • Midstream • Retail & Apparel • Oilfield Services
Industrial Power & Industrial Tech. Technology Telecom & Media
• Basic Materials & • Energy Management • Business Application • Media Construction • Power Technology Software/SaaS • Telecommunication • Specialty Distribution • Utility Solutions • Communications & Services • Industrial Services • Clean Technology Enterprise Systems • Transportation & • Industrial Technology • Infrastructure Software Logistics • Applied Technology • Internet & Information Services • Technology-Enabled Services Stephens Inc.
Founded in 1933, Stephens Inc. is an independent financial services firm with the freedom to focus on what matters most- building value for our clients. We are committed to establishing and maintaining long-term relationships based on integrity and trust and delivering long-term results based on independent thinking. Stephens is a full service firm offering investment banking, money management, wealth management, securities underwriting, equity research and general securities brokerage and trading services to a broad client base of corporations, state and local governments, financial institutions, institutional investors and individual investors.
Stephens’ Financial Sponsors Group is focused on building long-term relationships with private equity firms through a highly targeted, high-touch coverage effort. Stephens’ approach is to provide value-added insight and proprietary ideas to sponsors that focus on similar market areas. We coordinate communication with our industry bankers who possess in-depth knowledge of their respective industry groups’ dynamics and participants. Stephens’ unique combination of transaction experience and industry expertise allows us to provide the private equity community with a comprehensive array of strategic advisory and execution capabilities. We specialize in providing unvarnished advice on mergers and acquisitions, underwritings of public debt and equity securities, and private placements of debt and equity. Not Disclosed Not Disclosed $630 Million Not Disclosed Not Disclosed (Pending)
Has made a minority Has Agreed to be Has Received Investment From Has Been Acquired by Has Acquired Investment in Acquired by
Berkshire Hathaway Inc.
$700 Million Not Disclosed Not Disclosed $130 Million Not Disclosed
Has Acquired A Portfolio Company of A Portfolio Company of Has Divested Has Been Acquired by
A Portfolio Company of Has Been Acquired by Has Been Acquired by To
$122 Million $104 Million $400 Million $578 Million $472 Million
A Portfolio Company of A Portfolio Company of A Portfolio Company of A Portfolio Company of A Portfolio Company of
Follow-On IPO IPO Follow-On IPO
Co-Manager Co-Manager Co-Manager Co-Manager Co-Manager
$64 Million $112 Million $124 Million $121 Million $189 Million
A Portfolio Company of A Portfolio Company of A Portfolio Company of A Portfolio Company of A Portfolio Company of
IPO Follow-On Follow-On IPO IPO
Co-Manager Co-Manager Co-Manager Co-Manager Co-Manager
Note: Stephens’ client is represented by the top logo in each tombstone.
Brian Bratcher, Managing Director Palmer Henson, Managing Director Head of Financial Sponsors Group Atlanta, GA Little Rock, AR 404-461-5136 501-377-6325 [email protected] [email protected]
Dominic Wallis, Managing Director Tucker Laurens, Associate Stephens Europe Limited San Francisco, CA London, UK 415-548-6913 +44 20 3757 9867 [email protected] [email protected]
LITTLE ROCK • ATLANTA • BOSTON • DALLAS NASHVILLE • NEW YORK • SAN FRANCISCO
STEPHENS INC. • MEMBER NYSE, SIPC • 800-643-9691 @Stephens_Inc STEPHENSINVESTMENTBANKING.COM
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