Stephens

Mr. Yates is a Managing Director responsible for the Firm’s Industrials effort. He also founded the Firm’s Specialty Distribution & Services practice in 2004. He has over 38 years of experience in investment banking. He has helped clients raise over $30 billion in the public and private capital markets including a considerable amount of leveraged acquisition financing. Mr. Yates has completed over 170 M&A assignments, advising numerous companies, boards and individual owners in divestitures, acquisitions and defense assignments. He has worked extensively with private equity firms leading a significant number of sell side assignments. Prior to joining Stephens in 2004, he built successful businesses at Salomon Brothers, Bank of America and SG Cowen. Additionally, Mr. Yates has served as a director on a number of company boards.

Mr. Spitz is a Managing Director in Stephens’ London office. Prior to joining Stephens in 2015, he was a Vice President at Lincoln International in London. He has significant M&A experience gained advising a number of private, public and private equity owned clients. These have included both domestic and cross-border transactions. He has experience working with companies across a range of sectors, including Industrials, Automotive, Aerospace and Defence, Business Services and Leisure. He has a BA (Hons) in International Business from the European Business School.

Mr. Clark is a Managing Director in Stephens’ Specialty Distribution & Services group. He has over 15 years of experience. Prior to his current role at Stephens, Mr. Clark served as a Senior Vice President, Vice President and an Associate within the SD&S group at Stephens. Prior to joining Stephens, Mr. Clark worked at AlixPartners, where he specialized in financial and operational restructurings both in and outside of bankruptcy, and began his career in the Assurance group at KPMG. Mr. Clark received a BBA and MS in Accounting from Southern Methodist University and his MBA from The University of Chicago Booth School of Business. He is also a certified public accountant, inactive.

Ms. Lundell joined Stephens in 2014 and currently serves as a Senior Vice President in the firm’s Specialty Distribution & Services group where she has provided execution support on a wide variety of M&A and capital raising transactions. Prior to joining the SD&S group, she was an Analyst working with the Specialty Finance and Specialty Distribution & Services Investment Banking groups. Ms. Lundell received a Bachelor of Business Administration in Banking and Finance from the University of Georgia, from which she graduated Summa Cum Laude.