Our website uses cookies to enable us to provide the best experience possible. By using this site, you agree to our updated Privacy Policy and our Terms and Conditions.
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
Capital Solutions
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
Follow-On Offering
Co-Manager
Has Been Acquired by
Advisor
A Portfolio Company Of
KKR
Secondary Offering
Has Agreed To Acquire
Cummins-american Corp. And Its Wholly-owned Subsidiary Glenview State Bank
Advisor and Fairness Opinion
Has Agreed To Be Acquired by
Senior Secured Notes
Senior Co-Manager
Has Acquired
Goldman Sachs Merchant Banking
Senior Unsecured Notes
From a seller’s perspective, 2021 has begun with an extremely strong M&A landscape in the U.S. During 2H2020, the dollar value of mergers and acquisitions reached its highest level ever, by climbing to $2.2 trillion. This was largely due to pent-up demand, low debt rates, record capital availability, and concerns about changes to tax code under the Biden administration. We believe M&A is poised to remain robust in the near future.
Read more
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