Investment Banking
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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
Stephens has been in the Energy space since 1952. From oil & gas to breakthroughs in renewables, our Energy investment banking team knows the trends affecting companies in the Energy sector, and how to apply those insights to successful capital raising and M&A strategies for our clients.
The Energy team creates innovative solutions for the vast ecosystem of firms that power the country. Whether it is evolving valuation calculations of PDP reserves or the impact of ESG concerns, our experts grasp nuances within each subsector that are essential to the client’s investment banking needs.
Acquisitions & Divestitures
Our highly active bankers excel at strategies for consolidators, post-reorganization situations, reserve-based lending and more.
Clean Technology & Infrastructure
We advise companies that are driving the decarbonization of the US energy market, including early stage renewable firms.
Exploration & Production
Drilling and fracturing operators come to us for specialized solutions. We think like bankers, and like E&P owners.
Midstream
We have extensive experience serving gathering & processing, transmission, distribution and storage related businesses.
Oilfield & Energy Infrastructure Services
Our unique insight on market dynamics and the buyer universe allows us to provide realistic advice to public and private firms.
Equity Capital Markets
Initial Public Offering
$320 Million
Equity Capital Markets
EagleRock Land, LLC
Underwriter
Energy & Clean Energy Transition
Public Companies
M&A Advisory
Have Acquired Assets From
$670 Million
M&A Advisory
Warwick Capital Partners
Placement Agent
Energy & Clean Energy Transition
Private Companies
Public Companies
Family Office Advisory
Financial Sponsors
M&A Advisory
Recapitalized Its Fund 15 Mineral And Royalty Partnership
M&A Advisory
Coronado Resources
Financial Advisor
Energy & Clean Energy Transition
Family Office Advisory
Private Companies
02/01/2026
Learn MoreM&A Advisory
In Partnership With
Has Acquired the Permian Assets Of
M&A Advisory
Karis Midstream Partners
Financial Advisor
Energy & Clean Energy Transition
Financial Sponsors
Private Companies
01/05/2026
Learn MoreM&A Advisory
Has Divested Certain Non-Operated Assets In the Williston Basin To
Undisclosed Buyer
M&A Advisory
Waveland Bakken Holdings
Financial Advisor
Energy & Clean Energy Transition
Private Companies
12/30/2025
Learn MoreM&A Advisory
Has Divested Certain Minerals Assets In the Williston Basin To
M&A Advisory
Waveland Bakken Holdings
Financial Advisor
Energy & Clean Energy Transition
Private Companies
12/30/2025
Learn MoreM&A Advisory
A Portfolio Company Of
Has Entered Into A Joint Venture With
Undisclosed Party
M&A Advisory
Trailhead Exploration LLC
Financial Advisor
Energy & Clean Energy Transition
Private Companies
12/08/2025
Learn MoreM&A Advisory
Certain Portfolio Companies of Juniper Capital Have Merged With
M&A Advisory
Juniper Capital Advisors, L.P.
Financial Advisor
Energy & Clean Energy Transition
Financial Sponsors
Private Companies
Public Companies
Family Office Advisory
10/31/2025
Learn More
