Investment Banking
Stephens will never ask clients or prospective clients for personal or financial information, or provide investment advice, via social media, or WhatsApp.
If you have any questions or concerns about someone from Stephens contacting you, please call your Stephens Representative or reach out to us via our Contact Us form.
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 bettering the communities where we live and operate. We do this by supporting corporate philanthropy, economic and financial literacy advocacy, and professional success.
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.
Stephens is the official investment banking partner of Williams Racing, one of the most winning teams in F1 history. We share that tradition of success.
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
The Consumer investment banking 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 providing Consumer investment banking services that meet 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.
Debt Capital Markets
Has Raised Debt Financing To Support Its Acquisition Of
Debt Capital Markets
Royal Cup Coffee and Tea
Financial Advisor
Food & Agribusiness
Private Companies
Public Companies
Financial Sponsors
05/05/2026
Learn MoreM&A Advisory
A Portfolio Company Of
Has Acquired
M&A Advisory
Royal Cup Coffee and Tea
Financial Advisor
Food & Agribusiness
Private Companies
Public Companies
Financial Sponsors
Family Office Advisory
05/05/2026
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Has Been Acquired By
Through Its Subsidiary
Debt Capital Markets
A Portfolio Company Of
Has Received A Credit Investment From
Debt Capital Markets
Palmetto Moon, LLC
Financial Advisor
Consumer Products & Retail
Financial Sponsors
Private Companies
12/03/2025
Learn MoreM&A Advisory
Has Been Acquired By
M&A Advisory
Royal Cup, Inc.
Financial Advisor
Food & Agribusiness
Private Companies
Financial Sponsors
Family Office Advisory
11/26/2025
Learn MoreM&A Advisory
Has Been Acquired By
A Joint Venture Between
M&A Advisory
Has Been Acquired By
M&A Advisory
Boboli Benelux B.V.
FINANCIAL ADVISOR
Food & Agribusiness
Private Companies
Financial Sponsors
09/01/2025
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Has Been Acquired By
M&A Advisory
Harrison Poultry
FINANCIAL ADVISOR
Food & Agribusiness
Private Companies
07/25/2025
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