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
Stephens is a proven partner to banks and other financial institutions, in helping them to realize their business objectives. As an expert in the FIG investment banking sector, we have a breadth of resources across the firm that allow us to serve these clients.
The Financial Institutions Group creates innovative solutions for a wide range of lenders, investors, insurers, and many other firms. Whether it is interest rates or liquidity requirements, our financial institutions investment banking experts grasp nuances within each subsector that are essential to the client’s investment banking needs.
Depository
Banks and thrifts, commercial finance companies, mortgage lenders, and other institutions all trust our advice.
Diversified Financials
Our bankers have been serving wealth and asset managers, broker-dealers, insurance carriers and more for decades.
Specialty Finance
We have strong relationships with public and private financing sources, and wide reach across North America and the UK.
Equity Capital Markets
Follow-On Offering
$40 Million
Equity Capital Markets
Orange County Bancorp, Inc.
JOINT BOOK-RUNNING MANAGER
Financial Institutions
Public Companies
M&A Advisory
Has Agreed To Be Acquired By
M&A Advisory
Ozarks Heritage Financial Group, Inc.
FINANCIAL ADVISOR
Financial Institutions
Private Companies
M&A Advisory
Has Agreed To Be Acquired By
$206 Million
M&A Advisory
First IC Corporation
FINANCIAL ADVISOR
Financial Institutions
Public Companies
M&A Advisory
Has Agreed To Be Acquired By
M&A Advisory
Community Unity Bank
FAIRNESS OPINION
Financial Institutions
Private Companies
M&A Advisory
Has Agreed To Be Acquired By
M&A Advisory
Lone Star Capital Bank, N.A.
FINANCIAL ADVISOR
Financial Institutions
Private Companies
M&A Advisory
Has Agreed To Merge With
$214 Million
M&A Advisory
CNB Financial Corporation
Financial Advisor
Depository
Public Companies
M&A Advisory
Has Agreed To Be Acquired By
$270 Million
M&A Advisory
Penns Woods Bancorp, Inc.
FINANCIAL ADVISOR
Financial Institutions
Public Companies
M&A Advisory
Has Agreed To Sell 7 Branches To
M&A Advisory
Vista Bancshares, Inc.
FINANCIAL ADVISOR
Financial Institutions
Private Companies
