Depository Financial Institution Investment Banking… | 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.

Stephens & Williams Racing Partnership

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.

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.

Financial Institutions Group

Depository

We have an exceptionally strong track record of successfully serving the M&A and capital markets needs of regional banks and thrifts, commercial finance companies, mortgage lenders, and other depository institutions.

Our senior depository banking team provides expert market intelligence, advisory and execution services while aligning with clients as partners and not competitors. We truly understand the depository space, and are highly active with a wide range of private and public companies that come to us for everything from IPOs and private placements to mergers and acquisitions.

Featured Depository Banking Transactions

  • M&A Advisory

    Has Agreed To Merge With

    $214 Million

    M&A Advisory

    CNB Financial Corporation

    Financial Advisor

    Depository

    Public Companies

    $214 Million

    01/10/2025

    Learn More
  • M&A Advisory

    Has Agreed To Be Acquired By

    $270 Million

    M&A Advisory

    Penns Woods Bancorp, Inc.

    FINANCIAL ADVISER

    Financial Institutions

    Public Companies

    $270 Million

    12/17/2024

    Learn More
  • M&A Advisory

    Has Agreed To Sell 7 Branches To

    M&A Advisory

    Vista Bancshares, Inc.

    FINANCIAL ADVISOR

    Financial Institutions

    Private Companies

    Not Disclosed

    12/12/2024

    Learn More
  • Equity Capital Markets

    Follow-On Offering

    $85 Million

    Equity Capital Markets

    Coastal Financial Corporation

    UNDERWRITER

    Depository

    Public Companies

    $85 Million

    12/10/2024

    Learn More
  • M&A Advisory

    Has Agreed To Acquire

    $80 Million

    M&A Advisory

    United Community Banks, Inc.

    FINANCIAL ADVISOR

    Financial Institutions

    Public Companies

    $80 Million

    12/03/2024

    Learn More
  • Equity Capital Markets

    Follow-On Offering

    $80 Million

    Equity Capital Markets

    Equity Bancshares, Inc.

    SOLE BOOK-RUNNING MANAGER

    Depository

    Public Companies

    $80 Million

    12/02/2024

    Learn More
  • Equity Capital Markets

    Follow-On Offering

    $125 Million

    Equity Capital Markets

    Dime Community Bancshares, Inc.

    UNDERWRITER

    Financial Institutions

    Public Companies

    $125 Million

    11/12/2024

    Learn More
  • Equity Capital Markets

    Follow-On Offering

    $70 Million

    Equity Capital Markets

    Mid Penn Bancorp, Inc.

    LEAD BOOK-RUNNING MANAGER

    Financial Institutions

    Public Companies

    $70 Million

    11/01/2024

    Learn More

Senior Depository Banking Bankers