Specialty Distribution Investment Banking Services | Stephens

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.

Stephens & Williams Racing Partnership

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

Specialty Distribution

We have a long-tenured team of Specialty Distribution investment banking experts who bring operating level knowledge and exceptional insights to the specialty distribution and services space. This enables us to offer a full range of investment banking capabilities.

Our senior bankers have strong relationships with firms active in a diverse array of specific product groups such as flow control, safety, downstream energy distribution and much more. We have extensive experience conducting successful equity and debt capital raising as well as M&A transactions on both the buy side and sell side.

Featured Specialty Distribution Transactions

  • Lower Middle Market

    Has Been Acquired By

    A Subsidiary Of

    Lower Middle Market

    WELSCO

    Financial Advisor

    Specialty Distribution

    Private Companies

    Public Companies

    Not Disclosed

    07/08/2024

    Learn More
  • M&A Advisory

    Has Been Acquired By

    M&A Advisory

    American Gas Products

    Financial Advisor

    Diversified Industrials & Services

    Not Disclosed

    09/28/2023

    Learn More
  • M&A Advisory

    A Portfolio Company Of

    Has Been Acquired By

    M&A Advisory

    Nwestco, LLC

    EXCLUSIVE SELL-SIDE ADVISOR

    Specialty Distribution

    Financial Sponsors

    Not Disclosed

    06/15/2023

    Learn More
  • M&A Advisory

    Has Been Acquired By

    A Portfolio Company Of

    M&A Advisory

    Allied Oil & Supply, Inc.

    FINANCIAL ADVISOR

    Diversified Industrials & Services

    Not Disclosed

    03/29/2023

    Learn More

Senior Specialty Distribution Bankers