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We provide investment banking, research, sales and trading, asset and wealth management, public finance, insurance, private capital, and family office services.
We are a family-owned financial services firm that values client relationships, long-term stability, and supporting the communities where we live and work.
The idea of family defines our culture, because each of us knows that our reputation is on the line as if our own name was on the door.
Our reputation as a leading independent financial services firm is built on the stability of our longstanding and highly experienced senior executives.
We are committed to bettering the communities where we live and operate. We do this by supporting corporate philanthropy, economic and financial literacy advocacy, and professional success.
Stephens is proud to sponsor the PGA TOUR, LPGA Tour, and PGA TOUR Champions careers, as well as applaud the philanthropic endeavors, of our Brand Ambassadors.
Stephens is the official investment banking partner of Williams Racing, one of the most winning teams in F1 history. We share that tradition of success.
We host many highly informative meetings each year with clients, industry decision makers, and thought leaders across the U.S. and in Europe.
Building on the momentum of a productive acquisitions and divestitures (A&D) environment in 2025, oil and gas deal activity could be robust this year, as initial data shows potentially strong fundamentals of the U.S. energy sector – even as heightened geopolitical tensions and commodity price volatility add near-term complexity.
With offices in the U.S. and Europe, we have a strong record of adding value to our clients. By virtue of being a family-owned investment banking company we offer unique perspective and objective advice.
Private Company Advisory
Stephens has been a family-owned business since its inception in 1933, and privately held companies often call upon us for advanced strategies involving M&A and capital raising.
Family Office Advisory
We work with a large network of family offices, helping them meet their liquidity and growth needs by connecting them with investment opportunities in companies within their interest parameters.
Financial Sponsors
Our senior bankers have some of the longest sponsor relationships in the industry. We advise sponsors across services and sectors, including for sponsor-to-sponsor trades.
The M&A team at Stephens is among the most talented in the industry. We constantly strive to deliver the best outcomes for clients. I am fortunate to work on so many exciting transactions here. The Consumer sector is an exceptionally vibrant space.
I appreciate that, at Stephens, every day we give our clients the same advice we would give to our family and friends – even if it is not always what people want to hear. We value honesty and integrity, first and foremost.”
Stephens has been essential to my work with clients on some of the largest and most significant dealership transactions in the history of the sector. I am honored to share in that success with my colleagues here.
Our investment banking professionals are client focused and committed to building strong relationships with firms in need of capital markets advisory and execution services.
