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

Debt Capital Markets

With one of the longest serving and most active advisory practices in operation, we excel at helping firms access public and private debt capital in a discreet and efficient manner. Stephens also has robust institutional and retail distribution capabilities.

How We Work

Our bankers structure, market, negotiate and place all types of debt capital. We advise on the best capital structure options and create a competitive environment for clients to drive the best terms available. We have proprietary relationships that extend beyond traditional bank debt capital.

Our DCM services include: Revolvers, Term Loans (First Lien, Second Lien and Unitranche), Subordinated and Unsecured Debt, Forward Flow Facilities, Investment and Non-Investment Grade Bonds, Reg D, and more.

Featured Transactions

  • Debt Capital Markets

    Senior Secured Term Loan

    $30 Million

    Debt Capital Markets

    Tom’s Watch Bar

    Financial Advisor

    Restaurants

    Private Companies

    $30 Million

    09/15/2022

    Learn More
  • Debt Capital Markets

    Senior Secured Revolving Credit Facility

    Debt Capital Markets

    Apex Global Solutions, LLC

    Financial Advisor

    Healthcare Services

    Private Companies

    Not Disclosed

    09/02/2022

    Learn More
  • Debt Capital Markets

    Preferred Equity Offering

    $115 Million

    Debt Capital Markets

    Midland States Bancorp, Inc.

    Co-manager

    Depository

    Public Companies

    $115 Million

    08/24/2022

    Learn More
  • Debt Capital Markets

    Subordinated Notes

    $75 Million

    Debt Capital Markets

    Five Star Bancorp

    Co-Placement Agent

    Depository

    Public Companies

    $75 Million

    08/17/2022

    Learn More
  • Debt Capital Markets

    Asset-based Revolver & Senior Secured Term Loan

    $33 Million

    Debt Capital Markets

    Basin Industries LLC

    Financial Advisor

    Oilfield & Energy Infrastructure Services

    Private Companies

    $33 Million

    07/20/2022

    Learn More
  • Debt Capital Markets

    A Subsidiary Of

    Senior Secured Revolving Credit Facility

    $425 Million

    Debt Capital Markets

    CURO Group Holdings Corp.

    Advisor

    Specialty Finance

    Public Companies

    $425 Million

    07/15/2022

    Learn More
  • Debt Capital Markets

    A Subsidiary Of

    Senior Secured Revolving Credit Facility

    $225 Million

    Debt Capital Markets

    CURO Group Holdings Corp.

    Advisor

    Specialty Finance

    Public Companies

    $225 Million

    07/13/2022

    Learn More
  • Debt Capital Markets

    Senior Secured Term Loan

    $225 Million

    Debt Capital Markets

    Murchison Oil and Gas, LLC

    Financial Advisor

    Acquisitions & Divestitures

    Private Companies

    $225 Million

    06/30/2022

    Learn More

Senior Bankers

News & Perspectives