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 corporate philanthropy; economic and financial literacy advocacy; and diversity, equity, and inclusion initiatives.
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.
We host many highly informative meetings each year with clients, industry decision makers, and thought leaders across the U.S. and in Europe.
During a quarter that was highlighted by shifting monetary policies and increased geopolitical tensions, we continued to advise our clients on a wide range of transactions. This edition of the Quarterly Update features exclusive perspectives from senior bankers in every sector and subsector that we serve, on major trends that have emerged so far this year and what to look for in the months ahead.
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 company we offer unique perspective and objective advice.
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.
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.
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.
