Financial Institutions | 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

Stephens is a proven partner to banks and other financial institutions, in helping them to realize their business objectives. As an expert in the financial services 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 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 Transactions

  • 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
  • M&A Advisory

    Has Agreed to Acquire

    M&A Advisory

    Vista Bancshares, Inc.

    Financial Advisor

    Depository

    Private Companies

    Not Disclosed

    01/30/2023

    Learn More
  • M&A Advisory

    Has Agreed To Acquire

    $53.9 Million

    M&A Advisory

    Mid Penn Bancorp, Inc.

    Financial Advisor

    Depository

    $53.9 Million

    12/20/2022

    Learn More
  • M&A Advisory

    Has Agreed To Combine With

    $165 Million

    M&A Advisory

    Byline Bancorp, Inc.

    Financial Advisor

    Depository

    $165 Million

    11/30/2022

    Learn More
  • Equity Capital Markets

    Follow-on Offering

    $50 Million

    Equity Capital Markets

    Business First Bancshares, Inc.

    Sole Book Running Manager

    Depository

    Public Companies

    $50 Million

    10/12/2022

    Learn More
  • M&A Advisory

    Has Agreed To Merge With

    $342 Million

    M&A Advisory

    First Bancshares Of Texas, Inc.

    Financial Advisor

    Depository

    Public Companies

    $342 Million

    10/11/2022

    Learn More
  • M&A Advisory

    Has Agreed To Merge With

    $229 Million

    M&A Advisory

    Lone Star State Bancshares, Inc.

    Financial Advisor

    Depository

    Public Companies

    $229 Million

    10/11/2022

    Learn More

Senior Bankers