Stephens Investment Banking – Family Offices | 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.

Investment Banking

Family Office Advisory

As a family-owned financial services firm since 1933, we are uniquely positioned to work with family offices that seek to meet their liquidity and growth needs by connecting with investment opportunities in well-managed companies.

How We Work

We are a trusted resource for family offices, providing actionable market intelligence and close attention to these unique sources of capital. Whether a family office pursues long-term control positions or flexible hold periods and structures, our bankers foster deep relationships that can benefit all parties.

Our Family Offices services include: Proprietary Views into Direct Investments, Co-Investment Opportunities with other Families, Buy side and Sell side M&A advisory, IPOs for Family Office-Backed Companies, Debt Advisory, and more.

Featured Transactions

  • 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
  • M&A Advisory

    In Partnership With

    Has Made A Strategic Growth Investment In

    M&A Advisory

    Broadwing Capital Management

    Financial Advisor

    Diversified Industrials & Services

    Financial Sponsors

    Family Office Advisory

    Not Disclosed

    03/14/2024

    Learn More

Senior Bankers

News & Perspectives