Stephens Capital Partners Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Stephens Capital Partners has acquired 8 companies. It has also invested in 4 others.

Stephens Capital Partners’ most common sectors for investment arebusiness services (10%) and communications (8%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (68%) and growth capital (17%). In total, Stephens Capital Partners has invested in 29 US states and 4 different countries.

In the last 3 years, Stephens Capital Partners has exited 6 companies. The Firm’s most common exit type is trade sale (48%). Stephens Capital Partners’ largest (disclosed) exit occurred in 2021 when it sold Hargray Communications Group for $2.2B.

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M&A Summary

  • M&A Total Activity117
    • M&A Buy Activity77
    • M&A Sell Activity40
  • Total Sectors Invested 29
  • Total Countries Invested 4
  • M&A Buy/Sell Connections 49
  • M&A Advisors 1

Stephens Capital Partners

Stephens Capital Partners

111 Center Street,
Little Rock, Arkansas 72201
United States
(501) 377-2000
www.stephens.com/private-equity

Stephens Capital Partners is the direct, private equity investment arm of financial services firm Stephens, Inc. Stephens Capital looks to acquire minority or majority stakes in mid-sized, profitable companies in partnership with management. The Firm will consider opportunities throughout the US valued between $50 and $200 million. Stephens Capital will not consider venture investments or turnaround situations. Stephens Capital Partners is based in Little Rock, Arkansas.


Investment Criteria

Sectors of Interest: Aerospace, Agriculture, Apparel/Textiles, Automotive, Business Services, Communications, Construction, Consumer Products, Consumer Services, Distribution, Education, Electrical Equipment, Engineering, Environmental, Financial Services, Furniture, Healthcare Services, Life Science, Machinery, Manufacturing, Marketing, Media, Oil/Gas Exploration, Packaging, Publishing, Restaurants, Retail, Staffing, Technology Hardware, Transportation

Target Transaction Types: Buyout (LBO, MBO, MBI), Growth Capital, Recapitalization, Secondary Buyout

Geographic Preferences: East US, Midwest US, South US, West US, Canada

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size 20 100
Enterprise Value 50 200
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (2.6/yr) # 64 1 5 7 - - 77
Sell (1.4/yr) # 33 1 4 2 - - 40
vol $4.4B $78M $2.2B $6.7B
  117

Most Recent M&A

Company Date Value Type
Detail K2, Inc. 2022-10-07 - Buyout (LBO, MBO, MBI)
Burlington, Ontario · www.detailk2.com
Lenders Title Group 2022-08-16 - Divestiture
Greenbrier, Arkansas · www.lenderstitlegroup.com
Pioneer Lines, Inc. 2022-08-08 - Trade Sale
Greenwood, Colorado · www.pioneerlines.com
SI-UK 2022-06-23 - Growth Capital
London, United Kingdom · www.studyin-uk.com
Delta Research Corp. 2022-01-24 - Growth Capital
Livonia, Michigan · www.delrecorp.com
Clearwave Fiber LLC 2022-01-04 - Joint Venture
Savannah, Georgia · www.clearwavefiber.com
Six Thirteen Originals LLC 2022-01-01 - Buyout (LBO, MBO, MBI)
Mahwah, New Jersey · www.613originals.com
American Metal Technology of Tennessee 2022-01-01 - Buyout (LBO, MBO, MBI)
Lewisburg, Tennessee · www.amtechtn.com
TriGeo Energy 2022-01-01 - Unknown
Addison, Texas · www.trigeoenergy.com
Big Rock Sports LLC 2021-09-24 - Buyout (LBO, MBO, MBI)
Graham, North Carolina · www.bigrocksports.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
PL Developments, Inc. 2010-01-01 PL Developments, Inc. - OTC Topical Products 2018-10-10 1
Westbury, New York · www.pldevelopments.com Westbury, New York
EnergySolutions, Inc. 2013-01-07 EnergySolutions - Projects, Products & Technology Business 2015-11-17 1
Salt Lake City, Utah · www.energysolutions.com , United States
Inspire Automation 2015-01-01 Automatan, LLC 2015-11-01 1
Indianapolis, Indiana · www.inspireautomation.com Plover, Wisconsin · www.automatan.com
EnergySolutions, Inc. 2013-01-07 Penguin Logistics LLC (dba MHF Services) 2015-04-13 4
Salt Lake City, Utah · www.energysolutions.com Wexford, Pennsylvania · www.mhfservices.com
PL Developments, Inc. 2010-01-01 Aaron Industries, Inc. 2013-11-18 1
Westbury, New York · www.pldevelopments.com Clinton, South Carolina · www.aaronindustriesinc.com

M&A by Sector

Sector Current # Value All-time # Value
Business Services 4 (10%) - 7 (9%) -
Communications 3 (7%) - 6 (8%) -
Oil/Gas Exploration 4 (10%) - 6 (8%) -
Consumer Products 1 (2%) - 5 (6%) -
Financial Services 4 (10%) - 4 (5%) -
Life Science 2 (5%) - 4 (5%) -
Machinery 2 (5%) - 4 (5%) -
Manufacturing 2 (5%) - 4 (5%) -
Media - - 4 (5%) -
Construction 2 (5%) - 3 (4%) -
Distribution 3 (7%) - 3 (4%) -
Transportation 1 (2%) - 3 (4%) -
Aerospace - - 2 (3%) -
Apparel/Textiles - - 2 (3%) -
Automotive 2 (5%) - 2 (3%) -
Education 2 (5%) - 2 (3%) -
Electrical Equipment 1 (2%) - 2 (3%) -
Environmental 2 (5%) - 2 (3%) -
Marketing 1 (2%) - 2 (3%) -
Consumer Services 1 (2%) - 1 (1%) -
Energy Services and Equipment - - 1 (1%) -
Food 1 (2%) - 1 (1%) -
Furniture 1 (2%) - 1 (1%) -
Healthcare Services - - 1 (1%) -
Information Technology - - 1 (1%) -
Internet Software and Services - - 1 (1%) -
Packaging - - 1 (1%) -
Restaurants 1 (2%) - 1 (1%) -
Safety/Security 1 (2%) - 1 (1%) -
Total 41 - 77 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 36 (88%) - 71 (92%) -
  Texas 7 (17%) - 13 (17%) -
  North Carolina 4 (10%) - 5 (6%) -
  New York 3 (7%) - 5 (6%) -
  California 3 (7%) - 4 (5%) -
  Utah 3 (7%) - 4 (5%) -
  Georgia 2 (5%) - 4 (5%) -
  Florida 1 (2%) - 4 (5%) -
  New Jersey 2 (5%) - 3 (4%) -
  Pennsylvania 1 (2%) - 3 (4%) -
  Virginia 2 (5%) - 2 (3%) -
  Colorado 1 (2%) - 2 (3%) -
  Arkansas 1 (2%) - 2 (3%) -
  Tennessee 1 (2%) - 2 (3%) -
  South Carolina - - 2 (3%) -
  Oregon - - 2 (3%) -
  Minnesota 1 (2%) - 1 (1%) -
  Michigan 1 (2%) - 1 (1%) -
  Massachusetts 1 (2%) - 1 (1%) -
  Indiana 1 (2%) - 1 (1%) -
  Vermont 1 (2%) - 1 (1%) -
  New Hampshire - - 1 (1%) -
  Nevada - - 1 (1%) -
  Mississippi - - 1 (1%) -
  Kansas - - 1 (1%) -
  Illinois - - 1 (1%) -
  Connecticut - - 1 (1%) -
  Wisconsin - - 1 (1%) -
  Ohio - - 1 (1%) -
United Kingdom 2 (5%) - 2 (3%) -
  Texas 1 (2%) - 1 (1%) -
Canada 2 (5%) - 2 (3%) -
  Ontario 2 (5%) - 2 (3%) -
France 1 (2%) - 2 (3%) -
Domestic 36 (88%) - 71 (92%) -
Cross-border 5 (12%) - 6 (8%) -
Total 41 - 77 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 28 (68%) - 52 (68%) -
Growth Capital 7 (17%) - 13 (17%) -
Secondary Buyout 1 (2%) - 4 (5%) -
Recapitalization 1 (2%) - 3 (4%) -
Divestiture 1 (2%) - 2 (3%) -
Consolidation 1 (2%) - 1 (1%) -
Going Private 1 (2%) - 1 (1%) -
Joint Venture 1 (2%) - 1 (1%) -
Total 41 - 77 -

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 13 (33%) 6.5B (97%)
Secondary Sale 13 (33%) -
Trade Sale 9 (23%) 210M (3%)
IPO 2 (5%) -
Unknown 2 (5%) -
Bankruptcy 1 (3%) -
Total 40 $6.7B

Top M&A Advisors

Financial Deals
Imperial Capital LLC
 1

Deal Values

sell # Total
> $1B 3 $5.5B
$100M to $1B 5 $963M
< $100M 3 $258M
TOTAL $6.7B
Largest Hargray Communications Group, Inc.
$2.2B (2021-02-15)

M&A Connections

Deals
Acquired from
Investor(s)
5%
4 (5%)
Strategic(s)
3%
2 (3%)
Exited to
Investor(s)
33%
13 (33%)
Strategic(s)
48%
19 (48%)

Investor Summary

Investor Type

Private Equity Firm

Size

Middle-Market

Specialist/Generalist

Generalist

Leadership

Warren Stephens

Chairman, President & CEO

Jackson Farrow, Jr.

General Counsel & Managing Director

Kevin Wilcox

Managing Director

Noel Strauss

Managing Director

Richard Blank, Jr.

Managing Director

FAQ

What type of investor is Stephens Capital Partners?

Stephens Capital Partners is a private equity firm.

Where is Stephens Capital Partners headquartered?

Stephens Capital Partners is headquartered in Little Rock, Arkansas.

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