Who We Are

What We Do

We provide investment banking, research, sales and trading, asset and wealth management, public finance, insurance, private capital, and family office services.

About Us

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 Stephens Story

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.

Leadership

Our reputation as a leading independent financial services firm is built on the stability of our longstanding and highly experienced senior executives.

Impact Initiatives

We are committed to corporate philanthropy; economic and financial literacy advocacy; and diversity, equity, and inclusion initiatives.

Our Brand Ambassadors

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.

Making Connections

We host many highly informative meetings each year with clients, industry decision makers, and thought leaders across the U.S. and in Europe.

Our Businesses

Capital Management

We provide fiduciary investment strategies to public-and private-sector institutional clients through asset allocation, consulting, and retirement services.

Fixed Income Sales & Trading

Decades of proven performance and experience in providing tailored fixed income trading and underwriting services to major municipal and corporate issuers.

Institutional Equities and Research

Proven industry-leading research, global market insights, and client-focused execution.

Insurance

Customized risk management, property & casualty, executive strategies and employee benefits solutions that protect our clients over the long term.

Investment Banking

We assist companies with accessing capital through innovative advisory and execution services that help firms achieve their strategic goals.

Private Capital

We have been a trusted and reliable source of capital for private companies for over 70 years.

Private Wealth Management

Our experienced Private Client Group professionals develop customized investment strategies to help clients achieve their financial goals.

Public Finance

We are a trusted municipal advisor with proven expertise in public financings. We also work with clients in negotiated and competitive municipal underwritings.

Back to Events
Market Trends

Stephens Investment Banking 2022: Forward View

-
Virtual
Here, several of our senior bankers discuss the most important factors for companies to consider as they evaluate their capital markets and M&A needs. We touch on the major themes of the year – from COVID-19 and supply chain disruptions to inflation and the potential for rising interest rates – as well as what may be on the horizon in 2022.

quote
We had a very active year advising clients on a wide range of transactions in 2021, and this year is already shaping up to be just as energetic for us. Last year Stephens Investment Banking closed nearly 200 transactions globally with a total value of nearly $33 billion. Over half of those transactions were mergers and acquisitions, and 15 were cross-border transactions involving our U.S. and European bankers. Here, several of our senior bankers discuss the most important factors for companies to consider as they evaluate their capital markets and M&A needs. We touch on the major themes of the year – from COVID-19 and supply chain disruptions to inflation and the potential for rising interest rates – as well as what may be on the horizon in 2022.
Brad Eichler
Executive Vice President, Head of Investment Banking

About the Speakers

J. Bradford Eichler

Executive Vice President, Head of Investment Banking, Investment Banking
Read full bio

Scott Studwell

Managing Director, Head of U.S. Depositories and Co-Head of Equity Capital Markets, Investment Banking
Read full bio

A. Davidson Hall

Managing Director, Co-Head of Debt Capital Markets, Investment Banking
Read full bio

Sachin Lulla

Managing Director, Head of the Capital Solutions Group, Investment Banking
Read full bio

Shaun Holmes

Managing Director & Head of UK, Investment Banking
Read full bio

Marshall McKissack

Managing Director, Head of M&A Advisory, Investment Banking
Read full bio

Mickey McFarlin

Managing Director, Head of Family Advisory, Investment Banking
Read full bio

Brian Bratcher

Managing Director, Head of the Financial Sponsors Group, Investment Banking
Read full bio

Simon Tilley

Managing Director, Investment Banking
Read full bio
See All Perspectives
Market Trends

Weekly Economic Review | June 21, 2022...

Market Trends

Weekly Economic Review | June 13, 2022...

Market Trends

The Current State of Insurance in the Oil and Gas Sector...