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

Family Office Adivsory

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

    Has Been Acquired By

    M&A Advisory

    Sisk Automotive Group

    Financial Advisor

    Dealerships

    Private Companies

    Family Office Advisory

    Not Disclosed

    01/31/2022

    Learn More
  • M&A Advisory

    A Portfolio Company Of

    Has Been Acquired By

    $77.7 Million

    M&A Advisory

    Genesys Aerosystems

    Financial Advisor

    Aerospace & Defense

    Private Companies

    Family Office Advisory

    $77.7 Million

    12/18/2020

    Learn More
  • M&A Advisory

    A Portfolio Company Of

    Stephens Capital Partners LLC

    Has Been Acquired By

    M&A Advisory

    AVL Digital Group

    Co-Advisor

    Media

    Family Office Advisory

    Not Disclosed

    04/03/2019

    Learn More
  • M&A Advisory

    Has Received A Minority Equity Investment From

    M&A Advisory

    Lemi Shine

    Financial Advisor

    Consumer Products & Retail

    Family Office Advisory

    Private Companies

    Not Disclosed

    12/27/2018

    Learn More

Senior Bankers

News & Perspectives