Financial Institutions Group Investment Banking Services | 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.

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

Financial Institutions Group

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.

Featured Financial Institutions Group Transactions

  • Debt Capital Markets

    Senior Unsecured Notes

    $500 Million

    Debt Capital Markets

    FirstCash, Inc.

    Joint Lead Manager

    Financial Institutions

    Public Companies

    $500 Million

    02/21/2024

    Learn More
  • M&A Advisory

    Has Agreed To Merge With

    $286 Million

    M&A Advisory

    FirstSun Capital Bancorp

    Financial Advisor & Fairness Opinion

    Financial Institutions

    Public Companies

    $286 Million

    01/16/2024

    Learn More
  • M&A Advisory

    Has Acquired

    A Subsidiary Of

    M&A Advisory

    Conn’s, Inc.

    Financial Advisor

    Financial Institutions

    Public Companies

    Not Disclosed

    12/18/2023

    Learn More
  • M&A Advisory

    Has Agreed To Acquire

    $44.3 Million

    M&A Advisory

    Equity Bancshares, Inc.

    Financial Advisor and Fairness Opinion

    Financial Institutions

    $44.3 Million

    12/06/2023

    Learn More
  • M&A Advisory

    Has Agreed To Merge With

    $129 Million

    M&A Advisory

    FNCB Bancorp, Inc.

    Financial Advisor and Fairness Opinion

    Financial Institutions

    $129 Million

    09/27/2023

    Learn More
  • Debt Capital Markets

    Has Sold Assets To

    $2.0 Billion

    Debt Capital Markets

    PacWest Bancorp

    Exclusive Financial Advisor

    Specialty Finance

    $2.0 Billion

    06/22/2023

    Learn More
  • M&A Advisory

    Has Agreed To Merge With

    $168 MILLION

    M&A Advisory

    LINKBANCORP

    FINANCIAL ADVISOR

    Financial Institutions

    Public Companies

    $168 MILLION

    02/22/2023

    Learn More
  • M&A Advisory

    Has Acquired

    $115.9 MILLION

    M&A Advisory

    United Community Banks

    FINANCIAL ADVISOR

    Financial Institutions

    $115.9 MILLION

    02/13/2023

    Learn More

Senior Financial Institutions Group Bankers