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
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.
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.
Family Offices are driven by legacy, alignment, and long-term value creation. Stephens’ Family Office Coverage Group has built relationships with more than 400 Family Offices and completed over $10 billion in transactions. Learn what truly defines a great Family Office deal—and why alignment matters most.
A&D Trends at the Forefront of an Evolving Energy Sector
Building on the momentum of a productive acquisitions and divestitures (A&D) environment in 2025, oil and gas deal activity could be robust this year, as initial data shows potentially strong fundamentals of the U.S. energy sector – even as heightened geopolitical tensions and commodity price volatility add near-term complexity.
Continuation Vehicles Gain Share, Widen E&P Exit and Hold Options | Hart Energy
Continuation vehicles are moving into the mainstream in energy.
In a volatile pricing environment, CVs could be a middle ground approach—potentially providing liquidity while allowing some investors to remain invested. Increasingly, they’re being run alongside (or instead of) traditional sale processes.
Generational Guidance – Strategy That Honors Legacy
Joe Mowery, Head of Dealerships, and Dana Silaski, Managing Director in Private Company Advisory, share insights from their decades of experience advising private and family-owned businesses.
M&A Advisory
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