The Stephens Group Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, The Stephens Group has acquired 4 companies.

The Stephens Group’s most common sectors for investment are energy services and equipment (9%) and business services (7%). 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 15 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 3 companies. The Firm’s most common exit type is trade sale (48%). 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 Activity67
    • M&A Buy Activity46
    • M&A Sell Activity21
  • Total Sectors Invested 27
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 27
  • M&A Advisors 4

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 ≤ '16 '17 '18 '19 '20 '21 T
Buy (1.2/yr) # 40 2 - 2 2 - 46
vol $262M $262M
Sell (0.6/yr) # 18 - 2 1 - - 21
vol $2.4B $453M $2.8B
  67

Most Recent M&A

Company Date Value Type
Kele, Inc. 2020-02-25 - Secondary Buyout
Bartlett, Tennessee · www.kele.com
Catalyst Acoustics Group 2020-01-21 - Consolidation
Springfield, Massachusetts · www.catalystacoustics.com
Revolution Plastics Holdings LLC 2019-07-18 - Buyout (LBO, MBO, MBI)
Little Rock, Arizona · www.revolutioncompany.com
United Process, Inc. 2019-03-19 - Secondary Buyout
Agawam, Massachusetts · www.soundseal.com
Kodiak Gas Services LLC 2019-02-11 - Secondary Buyout
Houston, Texas · www.kodiakgas.com
Brand Group Holdings, Inc. 2018-03-28 453M USD Add-on Acquisition
Lawrenceville, Georgia · www.thebrandbank.com
Continuum Energy Services LLC 2018-01-01 - Unknown
Houston, Texas · www.continuumenergyservices.com
Pearlman Enterprises, Inc. 2017-05-15 - Buyout (LBO, MBO, MBI)
Norcross, Georgia · www.pearlmanenterprisesinc.com
Westrock Coffee Co. LLC 2017-01-01 - Buyout (LBO, MBO, MBI)
North Little Rock, Arkansas · www.westrockcoffee.com
CS Disco, Inc. 2016-07-22 - Venture
Austin, Texas · www.csdisco.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Revolution Plastics Holdings LLC 2019-07-18 Polar Plastics LLC 2020-10-23 2
Little Rock, Arizona · www.revolutioncompany.com Oakdale, Minnesota · www.polar-plastics.com
vXchnge Operating LLC 2010-09-14 vXchnge Operating LLC - Minneapolis Data Center 2020-08-20 1
Tampa, Florida · www.vxchnge.com Minneapolis, Minnesota
Westrock Coffee Co. LLC 2017-01-01 S&D Coffee, Inc. 2020-01-31 1
North Little Rock, Arkansas · www.westrockcoffee.com Concord, North Carolina · www.sdcoffeetea.com
FloWorks International LLC 2012-03-12 FloWorks International LLC - MultAlloy Division 2019-07-02 1
Houston, Texas · www.floworkspvf.com Houston, Texas
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
vXchnge Operating LLC 2010-09-14 Sungard Availability Services - Data Centers 2015-05-04 1
Tampa, Florida · www.vxchnge.com , United States
TierPoint LLC 2014-06-10 Xand Corp. 2014-12-03 3
St. Louis, Missouri · www.tierpoint.com Hawthorne, New York · www.xand.com
FloWorks International LLC 2012-03-12 HD Supply Holdings, Inc. - Industrial PVF Business 2012-03-12 2
Houston, Texas · www.floworkspvf.com Atlanta, Georgia

M&A by Sector

Sector Current # Value All-time # Value
Energy Services and Equipment 1 (6%) - 4 (9%) -
Business Services - - 3 (7%) -
Construction 1 (6%) - 3 (7%) -
Healthcare Services 1 (6%) - 3 (7%) -
Internet Software and Services 1 (6%) - 3 (7%) -
Financial Services 1 (6%) - 2 (4%) 200M (76%)
Building Materials 1 (6%) - 2 (4%) -
Distribution 2 (11%) - 2 (4%) -
Engineering - - 2 (4%) -
Information Technology 2 (11%) - 2 (4%) -
Manufacturing 1 (6%) - 2 (4%) -
Medical Products 1 (6%) - 2 (4%) -
Oil/Gas Exploration 1 (6%) - 2 (4%) -
Consumer Services - - 1 (2%) 62M (24%)
Aerospace - - 1 (2%) -
Agriculture 1 (6%) - 1 (2%) -
Apparel/Textiles - - 1 (2%) -
Communications - - 1 (2%) -
Furniture 1 (6%) - 1 (2%) -
Life Science - - 1 (2%) -
Machinery - - 1 (2%) -
Marketing - - 1 (2%) -
Media - - 1 (2%) -
Metals/Mining 1 (6%) - 1 (2%) -
Plastics 1 (6%) - 1 (2%) -
Real Estate - - 1 (2%) -
Software 1 (6%) - 1 (2%) -
Total 18 - 46 $262M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 18 (100%) - 43 (93%) 262M (100%)
  Texas 6 (33%) - 16 (35%) 62M (24%)
  California 2 (11%) - 6 (13%) -
  Arkansas 2 (11%) - 3 (7%) -
  Georgia 1 (6%) - 3 (7%) 200M (76%)
  Missouri 2 (11%) - 2 (4%) -
  Massachusetts 1 (6%) - 2 (4%) -
  Virginia - - 2 (4%) -
  Pennsylvania - - 2 (4%) -
  Tennessee 1 (6%) - 1 (2%) -
  North Carolina 1 (6%) - 1 (2%) -
  Florida 1 (6%) - 1 (2%) -
  Arizona 1 (6%) - 1 (2%) -
  Nevada - - 1 (2%) -
  Mississippi - - 1 (2%) -
  Iowa - - 1 (2%) -
Canada - - 3 (7%) -
  Alberta - - 2 (4%) -
  Ontario - - 1 (2%) -
Domestic 18 (100%) - 43 (93%) 262M (100%)
Cross-border - - 3 (7%) -
Total 18 - 46 $262M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 10 (56%) - 23 (50%) 62M (24%)
Secondary Buyout 2 (11%) - 9 (20%) -
Growth Capital 1 (6%) - 5 (11%) -
Recapitalization 1 (6%) - 4 (9%) 200M (76%)
Divestiture 2 (11%) - 2 (4%) -
Venture 1 (6%) - 2 (4%) -
Consolidation 1 (6%) - 1 (2%) -
Total 18 - 46 $262M

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 7 (33%) 2.8B (100%)
Unknown 5 (24%) -
IPO 3 (14%) -
Secondary Sale 3 (14%) -
Trade Sale 3 (14%) -
Total 21 $2.8B

Top M&A Advisors

Legal Deals
Locke Lord LLP
1
Willkie Farr & Gallagher LLP
1
Womble Carlyle Sandridge & Rice LLP
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 4 $1.3B
< $100M 1 $30M
TOTAL $2.8B
Largest Delta and Pine Land Company LLC
$1.5B (2007-06-01)

M&A Connections

Deals
Acquired from
Investor(s)
20%
9 (20%)
Strategic(s)
4%
2 (4%)
Exited to
Investor(s)
14%
3 (14%)
Strategic(s)
48%
10 (48%)

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