The Stephens Group Mergers and Acquisitions Summary

Family Office Profile

In the last 3 years, The Stephens Group has acquired 2 companies. It has also invested in 1 other.

The Stephens Group’s most common sectors for investment aredistribution (10%) and internet software and services (8%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (50%) and secondary buyout (20%). In total, The Stephens Group has invested in 19 US states and 2 different countries. Its largest (disclosed) acquisition occurred in 2011 when it acquired Brand Group Holdings for $200M.

In the last 3 years, The Stephens Group has exited 6 companies. The Firm’s most common exit type is trade sale (43%). The Stephens Group’s largest (disclosed) exit occurred in 2007 when it sold Delta and Pine Land Company for $1.5B.

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M&A Summary

  • M&A Total Activity80
    • M&A Buy Activity52
    • M&A Sell Activity28
  • Total Sectors Invested 27
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 32
  • M&A Advisors 5

The Stephens Group

The Stephens Group LLC

100 Morgan Keegan Drive, Suite 500,
Little Rock, Arkansas 72202
United States
(501) 377-3401
www.stephensgroup.com
info@stephensgroup.com

The Stephens Group is a private investment firm focused on long-term investments in mid-sized companies. The Firm looks to partner with management teams when pursuing acquisitions. Sectors of interest include energy, energy services, business services, industrials, consumer products, consumer services, financial services, healthcare, technology, media, and communications. The Stephens Group was originally established in 1933 and is headquartered in Little Rock, Arkansas.


Investment Criteria

Sectors of Interest: Aerospace, Agriculture, Business Services, Communications, Construction, Consumer Products, Consumer Services, Distribution, Electrical Equipment, Energy Services and Equipment, Engineering, Financial Services, Food, Healthcare Services, Information Technology, Insurance, Internet Software and Services, Life Science, Machinery, Manufacturing, Marketing, Media, Medical Products, Metals/Mining, Oil/Gas Exploration, Real Estate, Retail, Software, Staffing, Technology Hardware, Transportation

Target Transaction Types: Buyout (LBO, MBO, MBI), Consolidation, Divestiture, Recapitalization, Secondary Buyout, Venture

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

Transaction Criteria Min Max
Target Revenue 5 500
Target EBITDA 7 50
Investment Size 10 125
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (1.4/yr) # 45 4 - 1 - 2 52
vol $262M $262M
Sell (1.2/yr) # 22 - 1 - 3 2 28
vol $3.0B $3.0B
  80

Most Recent M&A

Company Date Value Type
Catalyst Acoustics Group 2024-09-30 - Secondary Sale
Springfield, Massachusetts · www.catalystacoustics.com
VisionSafe Corp. 2024-04-23 - Growth Capital
Kaneohe, Hawaii · www.visionsafe.com
Plimpton & Hills Corp. 2024-01-09 - Buyout (LBO, MBO, MBI)
Meriden, Connecticut · www.plimptonhills.com
Summit Industrial Construction LLC 2024-01-02 - Trade Sale
Houston, Texas · www.summit.us
Mitchell Gold + Bob Williams 2023-09-06 - Bankruptcy
Taylorsville, North Carolina · www.mgbwhome.com
Corelink LLC 2023-06-26 - Trade Sale
St. Louis, Missouri · www.corelinksurgical.com
FloWorks International LLC 2023-01-24 - Secondary Sale
Pasadena, Texas · www.gofloworks.com
Quality Valve, Inc. 2022-12-08 - Secondary Buyout
Mobile, Alabama · www.qualityvalves.com
CS Disco, Inc. 2021-07-19 - IPO
Austin, Texas · www.csdisco.com
The IMA Financial Group, Inc. 2020-10-01 - Stake Purchase
Denver, Colorado · www.imacorp.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Revolution Sustainable Solutions LLC 2019-07-18 Polar Plastics LLC 2020-10-23 5
Little Rock, Arkansas · www.revolutioncompany.com Oakdale, Minnesota · www.polar-plastics.com
Westrock Coffee Co. LLC 2017-01-01 S&D Coffee, Inc. 2020-01-31 2
North Little Rock, Arkansas · www.westrockcoffee.com Concord, North Carolina · www.sdcoffeetea.com
TierPoint LLC 2014-06-10 Cosentry, Inc. 2016-01-20 5
St. Louis, Missouri · www.tierpoint.com Omaha, Nebraska · www.cosentry.com
TierPoint LLC 2014-06-10 Windstream Holdings, Inc. - Windstream Data Center Business 2015-10-19 4
St. Louis, Missouri · www.tierpoint.com Little Rock, Arkansas
TierPoint LLC 2014-06-10 Xand Corp. 2014-12-03 3
St. Louis, Missouri · www.tierpoint.com Hawthorne, New York · www.xand.com

M&A by Sector

Sector Current # Value All-time # Value
Distribution 3 (21%) - 5 (10%) -
Internet Software and Services 1 (7%) - 4 (8%) -
Business Services - - 3 (6%) -
Construction - - 3 (6%) -
Energy Services and Equipment - - 3 (6%) -
Healthcare Services - - 3 (6%) -
Oil/Gas Exploration 1 (7%) - 3 (6%) -
Financial Services 1 (7%) - 2 (4%) 200M (76%)
Aerospace 1 (7%) - 2 (4%) -
Building Materials - - 2 (4%) -
Engineering - - 2 (4%) -
Information Technology 1 (7%) - 2 (4%) -
Manufacturing 1 (7%) - 2 (4%) -
Marketing - - 2 (4%) -
Medical Products - - 2 (4%) -
Consumer Services - - 1 (2%) 62M (24%)
Agriculture 1 (7%) - 1 (2%) -
Apparel/Textiles - - 1 (2%) -
Furniture - - 1 (2%) -
Insurance 1 (7%) - 1 (2%) -
Life Science - - 1 (2%) -
Machinery - - 1 (2%) -
Media - - 1 (2%) -
Metals/Mining 1 (7%) - 1 (2%) -
Plastics 1 (7%) - 1 (2%) -
Real Estate - - 1 (2%) -
Software 1 (7%) - 1 (2%) -
Total 14 - 52 $262M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 14 (100%) - 49 (94%) 262M (100%)
  Texas 3 (21%) - 18 (35%) 62M (24%)
  California 1 (7%) - 6 (12%) -
  Arkansas 2 (14%) - 3 (6%) -
  Georgia 1 (7%) - 3 (6%) 200M (76%)
  Tennessee 1 (7%) - 2 (4%) -
  Missouri 1 (7%) - 2 (4%) -
  Pennsylvania - - 2 (4%) -
  Massachusetts - - 2 (4%) -
  Connecticut 1 (7%) - 1 (2%) -
  Colorado 1 (7%) - 1 (2%) -
  Alabama 1 (7%) - 1 (2%) -
  Hawaii 1 (7%) - 1 (2%) -
  Delaware 1 (7%) - 1 (2%) -
  Virginia - - 1 (2%) -
  North Carolina - - 1 (2%) -
  Nevada - - 1 (2%) -
  Mississippi - - 1 (2%) -
  Iowa - - 1 (2%) -
  Florida - - 1 (2%) -
Canada - - 3 (6%) -
  Alberta - - 2 (4%) -
  Ontario - - 1 (2%) -
Domestic 14 (100%) - 49 (94%) 262M (100%)
Cross-border - - 3 (6%) -
Total 14 - 52 $262M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 9 (64%) - 26 (50%) 62M (24%)
Secondary Buyout 2 (14%) - 10 (19%) -
Growth Capital 1 (7%) - 6 (12%) -
Recapitalization - - 4 (8%) 200M (76%)
Divestiture 1 (7%) - 2 (4%) -
Venture - - 2 (4%) -
Consolidation - - 1 (2%) -
Stake Purchase 1 (7%) - 1 (2%) -
Total 14 - 52 $262M

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 8 (29%) 2.8B (94%)
Secondary Sale 6 (21%) 165M (6%)
Unknown 5 (18%) -
IPO 4 (14%) -
Trade Sale 4 (14%) -
Bankruptcy 1 (4%) -
Total 28 $3.0B

Top M&A Advisors

Legal Deals
Bryan Cave Leighton Paisner LLP
1
Womble Bond Dickinson
1
Locke Lord
1

Deal Values

buy # Total
$100M to $1B 1 $200M
< $100M 1 $62M
TOTAL $262M
Largest Brand Group Holdings, Inc.
$200M (2011-05-04)
sell # Total
> $1B 1 $1.5B
$100M to $1B 5 $1.4B
< $100M 1 $30M
TOTAL $3.0B
Largest Delta and Pine Land Company LLC
$1.5B (2007-06-01)

M&A Connections

Deals
Acquired from
Investor(s)
19%
10 (19%)
Strategic(s)
4%
2 (4%)
Exited to
Investor(s)
21%
6 (21%)
Strategic(s)
43%
12 (43%)

FAQ

When was The Stephens Group founded?

The Stephens Group was founded in 1933.

What type of investor is The Stephens Group?

The Stephens Group is a family office.

Where is The Stephens Group headquartered?

The Stephens Group is headquartered in Little Rock, Arkansas.

How much capital does The Stephens Group have under management?

The Stephens Group has 1.5B USD under management.

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