M&A Deal Summary

The Stephens Group and Stephens Capital Partners Acquire Hotchkis & Wiley

On January 1, 2001, family office The Stephens Group and private equity firm Stephens Capital Partners acquired financial services company Hotchkis & Wiley

Acquisition Highlights
  • This is The Stephens Group’s 1st and Stephens Capital Partners’ 1st transaction in the Financial Services sector.
  • This is The Stephens Group’s 5th and Stephens Capital Partners’ 6th transaction in the United States.
  • This is The Stephens Group’s 1st and Stephens Capital Partners’ 1st transaction in California.

M&A Deal Summary

Date 2001-01-01
Target Hotchkis & Wiley
Sector Financial Services
Buyer(s) The Stephens Group
Stephens Capital Partners
Deal Type Buyout (LBO, MBO, MBI)

Target

Hotchkis & Wiley

Los Angeles, California, United States
Hotchkis & Wiley is an investment manager serving institutional and individual investors around the world. The firm manages equity portfolios and mutual funds investing in the public equity markets of the United States. Hotchkis and Wiley focuses on value stocks of all-cap companies, employing fundamental analysis along with a bottom-up stock picking approach to create its equity portfolio mix. Hotchkis & Wile was founded in 1980 and is based in Los Angeles, California.

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Buyer(S) 2

Buyer

The Stephens Group

Little Rock, Arkansas, United States

Investor Investor Investor Investor Investor


Category Family Office
Founded 1933
PE ASSETS 1.5B USD
Size Large
Type Sector Agnostic
DESCRIPTION

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.


DEAL STATS #
Overall 5 of 53
Sector: Financial Services M&A 1 of 2
Type: Buyout (LBO, MBO, MBI) M&A Deals 4 of 27
State: California M&A 1 of 7
Country: United States M&A 5 of 50
Year: 2001 M&A 2 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2001-01-01 Precision Therapeutics

Pittsburgh, Pennsylvania, United States

Precision Therapeutics, Inc. provides personalized cancer management services. The company offers personalized cancer management information and customized pre-clinical drug testing services to the medical and biopharmaceutical community. Its ChemoFx assay assists physicians in evaluating optimal therapy options for individual patients. Precision Therapeutics is based in Pittsburgh, Pennsylvania.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2002-01-01 Energy Transfer Partners

Dallas, Texas, United States

Energy Transfer Partners LP is an owns and operates approximately 71,000 miles of natural gas, natural gas liquids, refined products, and crude oil pipelines. Energy Transfer Partners was formed in 1995 and is based in Dallas, Texas.

Buy -
Buyer
DESCRIPTION

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.


DEAL STATS #
Overall 6 of 78
Sector: Financial Services M&A 1 of 4
Type: Buyout (LBO, MBO, MBI) M&A Deals 4 of 52
State: California M&A 1 of 4
Country: United States M&A 6 of 72
Year: 2001 M&A 1 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2000-04-20 GATX Logistics

United States

GATX Logistics, Inc. is a provider of third-party logistics services for its customers, including contract warehousing, value-added assembly, freight management, and contract transportation services.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2001-01-09 GATX Logistics

United States

GATX Logistics, Inc. is a provider of third-party logistics services for its customers, including contract warehousing, value-added assembly, freight management, and contract transportation services.

Sell $210M