Financial Institutions Group
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.
Financial Institutions Group
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.
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
Equity Capital Markets
Follow-On Offering
$85 Million
Equity Capital Markets
Coastal Financial Corporation
UNDERWRITER
Depository
Public Companies
M&A Advisory
Has Agreed To Acquire
$80 Million
M&A Advisory
United Community Banks, Inc.
FINANCIAL ADVISOR
Financial Institutions
Public Companies
