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

Energy & Clean Energy Transition

Stephens has been in the Energy space since 1952. From oil & gas to breakthroughs in renewables, we know 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.

Featured Transactions

  • Equity Capital Markets

    Follow-On Offering

    $107 Million

    Equity Capital Markets

    Kimbell Royalty Partners, LP

    Co-Manager

    Energy & Clean Energy Transition

    Public Companies

    $107 Million

    11/03/2022

    Learn More
  • M&A Advisory

    Business Combination With

    To Form

    $1.3 Billion

    M&A Advisory

    Executive Network Partnering Corporation

    Financial Advisor and Fairness Opinion

    Exploration & Production

    Public Companies

    $1.3 Billion

    10/24/2022

    Learn More
  • M&A Advisory

    Has Received An Investment From

    Madison Valley Partners

    $55 Million

    M&A Advisory

    Bridger Photonics, Inc.

    Financial Advisor

    Clean Technology & Infrastructure

    Financial Sponsors

    $55 Million

    08/29/2022

    Learn More
  • M&A Advisory

    Has Sold Certain Assets To

    $125.5 Million

    M&A Advisory

    EnSight IV Energy Partners, LLC

    Financial Advisor

    Acquisitions & Divestitures

    Private Companies

    $125.5 Million

    08/18/2022

    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
  • Equity Capital Markets

    Private Placement

    $90 Million

    Equity Capital Markets

    Wildcat Discovery Technologies

    Financial Advisor

    Clean Technology & Infrastructure

    Public Companies

    $90 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
  • Debt Capital Markets

    Preferred Equity Units

    $82 Million

    Debt Capital Markets

    Murchison Oil and Gas, LLC

    Financial Advisor

    Acquisitions & Divestitures

    Private Companies

    $82 Million

    06/30/2022

    Learn More

Senior Bankers