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.

Investment Banking

Capital Solutions

Our practice brings unrivaled experience to firms in need of capital structure and balance sheet solutions. We draw upon the full resources of Stephens Investment Banking, and the firm’s ownership mentality, to provide debtors and creditors with astute advice.

How We Work

Our bankers have been distressed investors, business operators and board members. This makes us true CSG experts, offering perspective from all sides of a deal. And each of our engagements is led by a hands-on senior banker focused on driving the best, most efficient solution for our clients.

Our CSG services include: Strategic Alternatives Assessment, Liability Management, Exchange Offers, Consent Solicitations, In and Out-of-Court Restructurings, Distressed Asset Sales, §363 Auctions, Structured Debt and Equity Financings, and more.

Featured Transactions

  • Capital Solutions

    Restructuring advice and sale of business and assets to Morrisons

    Capital Solutions

    McColl’s Retail Group plc

    Financial Advisor

    Consumer Products & Retail

    Private Companies

    Not Disclosed

    05/09/2022

    Learn More
  • M&A Advisory

    To Be Acquired By

    $370 Million

    M&A Advisory

    Lonestar Resources

    Fairness Opinion

    Exploration & Production

    $370 Million

    07/12/2021

    Learn More
  • Capital Solutions

    Advisor to the Company on its recapitalization transaction

    $461 Million

    Capital Solutions

    CCF Holdings, LLC

    Financial Advisor

    Specialty Finance

    Financial Sponsors

    $461 Million

    03/26/2021

    Learn More
  • Capital Solutions

    Advisor to the Company on its uptier exchange offer and new capital raise

    $560 Million

    Capital Solutions

    Martin Midstream Partners L.P.

    Financial Advisor

    Midstream

    $560 Million

    08/12/2020

    Learn More
  • Capital Solutions

    GDFC Group Limited

    Restructuring

    Capital Solutions

    GDFC Group Limited

    Financial Advisor

    Financial Institutions

    Not Disclosed

    07/04/2019

    Learn More
  • Capital Solutions

    EDM Business Services Holdings Limited

    Restructuring

    £80 Million

    Capital Solutions

    EDM Business Services Holdings Limited

    Financial Advisor

    Technology, Media & Telecom

    £80 Million

    12/01/2018

    Learn More
  • Capital Solutions

    Adler & Allen Group Limited

    A Portfolio Company Of

    LDC

    Restructuring

    £62 Million

    Capital Solutions

    Adler & Allen Group Limited

    Financial Advisor

    Diversified Industrials & Services

    £62 Million

    10/01/2018

    Learn More
  • Capital Solutions

    Aaron's lnc.

    Restructuring

    Perfect Home

    £18 Million

    Capital Solutions

    Aaron's lnc.

    Financial Advisor

    Financial Institutions

    £18 Million

    12/01/2017

    Learn More

Senior Bankers

News & Perspectives