Diversified Services Investment Banking Solutions | Stephens

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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 bettering the communities where we live and operate. We do this by supporting corporate philanthropy, economic and financial literacy advocacy, and professional success.

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.

Stephens & Atlassian Williams Racing

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.

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

Services

Stephens’ professional Services banking team has deep expertise in the M&A and capital markets needs of firms across the highly diversified Services space. We have strong relationships with a broad range of public and private companies, as well as financial sponsors, in the U.S. and Europe.

Our senior bankers possess extensive experience across the Services fields. This encompasses Infrastructure, Industrial, Professional, Commercial, Residential, Communications, and Utility Services. We provide powerful insights on industry developments, valuation trends, and competitive dynamics, along with innovative advisory solutions for clients.

Featured Services Transactions

  • M&A Advisory

    A Portfolio Company Of

    Has Been Acquired By

    A Portfolio Company Of

    M&A Advisory

    InfraStripe

    SELL-SIDE ADVISOR

    Diversified Industrials & Services

    Private Companies

    Family Office Advisory

    Financial Sponsors

    Not Disclosed

    04/09/2025

    Learn More
  • M&A Advisory

    Led The Majority Recapitalization Of

    A Portfolio Company Of

    M&A Advisory

    TZP Group

    FINANCIAL ADVISOR

    Services

    Family Office Advisory

    Financial Sponsors

    Not Disclosed

    04/07/2025

    Learn More
  • Debt Capital Markets

    A Portfolio Company Of

    $52.5 Million

    Debt Capital Markets

    Vintage Parts Inc.

    FINANCIAL ADVISOR

    Diversified Industrials & Services

    Financial Sponsors

    Private Companies

    $52.5 Million

    03/28/2025

    Learn More
  • M&A Advisory

    A Portfolio Company Of

    Has Been Acquired By

    M&A Advisory

    Dynamic National

    FINANCIAL ADVISOR

    Diversified Industrials & Services

    Private Companies

    Family Office Advisory

    Financial Sponsors

    Not Disclosed

    11/08/2024

    Learn More
  • M&A Advisory

    Has Been Acquired By

    A Portfolio Company Of

    M&A Advisory

    Site Barricades

    Sell-Side Advisor

    Services

    Not Disclosed

    11/01/2024

    Learn More
  • M&A Advisory

    A Portfolio Company Of

    Has Been Acquired By

    M&A Advisory

    Novatech, Inc.

    Sell-Side Advisor

    Services

    Financial Sponsors

    Private Companies

    Family Office Advisory

    Not Disclosed

    09/17/2024

    Learn More
  • M&A Advisory

    Has Acquired

    M&A Advisory

    Morgan Stanley Capital Partners

    Financial Advisor

    Services

    Family Office Advisory

    Financial Sponsors

    Private Companies

    Not Disclosed

    07/25/2024

    Learn More
  • M&A Advisory

    Has Acquired

    M&A Advisory

    Aurora Capital Partners

    Financial Advisor

    Services

    Family Office Advisory

    Private Companies

    Financial Sponsors

    Not Disclosed

    07/01/2024

    Learn More

Senior Services Bankers