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Private Wealth ManagementPlanning, advice and strategies for growing, preserving and transferring assets.
InsuranceCustom solutions for home and property, life, disability, and liability.
ResearchProprietary research available to our wealth management clients.
Objective, expert advice and a full array of services to clients in a broad range of industries
Investment BankingPublic FinanceResearchEquity Sales & TradingFixed Income Sales & Trading
Capital ManagementA unique perspective on investing that enables us to spot opportunities that others miss and avoid the pitfalls of narrow, short-term thinking.
Private EquityPartnering with exceptional management teams to build businesses.
Corporate Risk ManagementCustom commercial insurance solutions to protect assets and control costs.
Employee BenefitsComprehensive advice and solutions for employee benefits.
Mergers & Acquisitions
Equity Financing
Debt Financing
Restructuring & Special Situations
Click to learn about our London and Frankfurt offices.
Aerospace & Defense
Consumer
Energy
Industrial
Financial Services
Healthcare & Life Sciences
Power & Industrial Technology
Technology
Telecom & Media
Financial Sponsors Group
Has Received Investment From
Financial Advisor to the Company
Senior Secured Credit Facility
Advisor
First Mortgage Bonds
Joint Bookrunner
Follow-On Offering
Co-Manager
Has Agreed to Merge With
Advisor and Fairness Opinion
Convertible Senior Notes
Has Been Acquired by
A Portfolio Company Of
Has Divested
its Lincoln County, OK & Glasscock County, TX Assets
Senior Secured Term Loan & Delayed Draw Facility
See details on recent and pending investment banking transactions.
Go to Current Transactions
Our founders’, Jack and Witt Stephens, partnership began with a handshake that lasted for 60 years. This is the mentality and integrity we bring to every client relationship. Here a few share their experiences working with Stephens.
Watch here