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.

Diversified Industrials & Services

Building Products, Materials & Technology

We have strong advisory and execution capabilities tailored to the building products, construction materials, and technology provider spaces, across a variety of diversified end markets in the U.S. and Europe.

Our senior bankers are experts in M&A and capital markets strategies for firms across the space, from roofing and windows to aggregates and downstream products to residential and non-residential installers. Our investment banking experience includes solutions for technology providers in lighting, heating, HVAC, smart home, security & access, and automation.

Featured Transactions

  • M&A Advisory

    A Subsidiary Of

    Has Been Acquired By

    M&A Advisory

    Summit Materials, Inc.

    Financial Advisor

    Building Products, Materials & Technology

    Public Companies

    Not Disclosed

    05/16/2022

    Learn More
  • M&A Advisory

    A Portfolio Company Of

    Has Been Acquired By

    M&A Advisory

    Crown Products, Inc.

    Financial Advisor

    Building Products, Materials & Technology

    Financial Sponsors

    Not Disclosed

    02/11/2022

    Learn More
  • M&A Advisory

    Has Been Acquired By

    M&A Advisory

    Plumbers Supply

    Financial Advisor

    Building Products, Materials & Technology

    Not Disclosed

    01/04/2022

    Learn More
  • M&A Advisory

    Has Acquired

    A Portfolio Company Of

    M&A Advisory

    Gryphon Investors

    Financial Advisor

    Building Products, Materials & Technology

    Financial Sponsors

    Not Disclosed

    10/01/2021

    Learn More
  • Equity Capital Markets

    A Portfolio Company of

    Secondary Offering

    $653 Million

    Equity Capital Markets

    The AZEK Company

    Co-Manager

    Building Products, Materials & Technology

    Financial Sponsors

    $653 Million

    05/26/2021

    Learn More
  • M&A Advisory

    Received an Investment From

    M&A Advisory

    Windows USA

    Financial Advisor

    Building Products, Materials & Technology

    Not Disclosed

    04/20/2021

    Learn More
  • M&A Advisory

    A Subsidiary Of

    Has Been Acquired By

    A Portfolio Company Of

    M&A Advisory

    OZCO Building Products

    Financial Advisor

    Building Products, Materials & Technology

    Financial Sponsors

    Not Disclosed

    04/16/2021

    Learn More
  • M&A Advisory

    Has Been Acquired By

    M&A Advisory

    Dallas Mechanical Group, LLC

    Financial Advisor

    Building Products, Materials & Technology

    Not Disclosed

    04/01/2021

    Learn More

Senior Bankers