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 corporate philanthropy; economic and financial literacy advocacy; and diversity, equity, and inclusion initiatives.
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.
We host many highly informative meetings each year with clients, industry decision makers, and thought leaders across the U.S. and in Europe.
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.
Our bankers have been serving wealth and asset managers, broker-dealers, insurance carriers and more for decades.
Banks and thrifts, commercial finance companies, mortgage lenders, and other institutions all trust our advice.
We have strong relationships with public and private financing sources, and wide reach across North America and the UK.
M&A Advisory
Has Agreed To Acquire
M&A Advisory
American Bank
Financial Advisor
Depository
Private Companies
Equity Capital Markets
Preferred Stock
$513 Million
Equity Capital Markets
PacWest Bancorp
Co-Manager
Depository
Public Companies
Equity Capital Markets
Initial Public Offering
$27 Million
Equity Capital Markets
Hanover Bancorp, Inc.
Lead Left Bookrunner
Depository
Public Companies
M&A Advisory
Has Agreed To Merge With
$271.5 Million
M&A Advisory
Progress Financial Corporation
Financial Advisor
Depository
Public Companies
M&A Advisory
Liberty Financial Services, Inc.
The Parent Company Of
Has Agreed To Merge With And Into
215 Holding Co.
The Parent Company Of
M&A Advisory
Liberty Financial Services, Inc.
Financial Advisor and Fairness Opinion
Depository
Private Companies
Debt Capital Markets
Subordinated Notes
$82.3 Million
Debt Capital Markets
Third Coast Bancshares, Inc.
Co-Placement Agent
Depository
Public Companies
Debt Capital Markets
Subordinated Notes
$200 Million
Debt Capital Markets
Sandy Springs Bancorp
Co-Manager
Depository
Public Companies
Debt Capital Markets
Subordinated Notes
$50 Million
Debt Capital Markets
AmeriBancShares
Co-Manager
Depository
Public Companies
