Investment Banking
Stephens will never ask clients or prospective clients for personal or financial information, or provide investment advice, via social media, or WhatsApp.
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.
M&A Advisory
A Portfolio Company Of
Has Acquired
M&A Advisory
Royal Cup Coffee and Tea
Financial Advisor
Food & Agribusiness
Private Companies
Public Companies
Financial Sponsors
Family Office Advisory
05/05/2026
Learn MoreM&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
Has Been Acquired By
M&A Advisory
Royal Cup, Inc.
Financial Advisor
Food & Agribusiness
Private Companies
Financial Sponsors
Family Office Advisory
11/26/2025
Learn MoreM&A Advisory
Has Been Acquired By
M&A Advisory
Buske Logistics
Financial Advisor
Transportation & Logistics
Private Company Advisory
Private Companies
Family Office Advisory
Financial Sponsors
11/04/2025
Learn More
