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

Consumer

The Consumer team’s deep sector expertise, longstanding industry relationships and robust deal flow combine to provide actionable insight and execution excellence to our public, private and family-owned clients in the U.S. and Europe.

Whether it’s rapidly evolving consumer preferences, the proliferation of new brands, channels and services or an increasingly volatile supply chain, Stephens bankers grasp the relevant nuances requisite to serving our clients’ needs.

Consumer Products & Retail

We provide in-depth sector expertise and established relationships across the confluence of consumer products and retail verticals.

Dealerships

Our highly experienced bankers have worked on some of the largest transactions in the history of the dealership industry.

Food & Agribusiness

Strong relationships with strategic and financial buyers enable us to serve the full spectrum of the food & agribusiness space.

Restaurants

Stephens advises both large chains and small firms on track for growth, including founder and family owned restaurants.

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

    Has Agreed To Merge With

    $1.086 Billion

    M&A Advisory

    Riverview Acquisition Corp.

    Financial and Capital Markets Advisor

    Food & Agribusiness

    Public Companies

    $1.086 Billion

    04/04/2022

    Learn More
  • M&A Advisory

    Has Been Acquired By

    M&A Advisory

    Sisk Automotive Group

    Financial Advisor

    Dealerships

    Private Companies

    Family Office Advisory

    Not Disclosed

    01/31/2022

    Learn More
  • M&A Advisory

    Has Acquired

    M&A Advisory

    Perwyn

    Buy-Side Adviser

    Food & Agribusiness

    Private Companies

    Not Disclosed

    11/26/2021

    Learn More
  • M&A Advisory

    Has Been Acquired By

    A Portfolio Company Of

    M&A Advisory

    Action Fuels, LP

    Financial Advisor

    Consumer Products & Retail

    Private Companies

    Not Disclosed

    10/28/2021

    Learn More
  • Debt Capital Markets

    Senior Unsecured Notes

    $1.15 Billion

    Debt Capital Markets

    Sonic Automotive, Inc.

    Co-Manager

    Dealerships

    Public Companies

    $1.15 Billion

    10/27/2021

    Learn More
  • M&A Advisory

    Has Received An Investment Led By

    M&A Advisory

    Big Rock Sports, LLC

    Financial Advisor

    Consumer Products & Retail

    Private Companies

    Financial Sponsors

    Not Disclosed

    09/24/2021

    Learn More
  • M&A Advisory

    Has Acquired

    M&A Advisory

    True

    Buy-SIde Advisor

    Food & Agribusiness

    Financial Sponsors

    Not Disclosed

    08/11/2021

    Learn More

Senior Bankers