Financial Institutions Group
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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 meeting the M&A and capital markets needs of wealth and asset managers, broker-dealers, insurance carriers and other diversified financial services firms, in North America and Europe.
Our senior diversified financials team provides expert market intelligence, advisory and execution services while aligning with clients as partners and not competitors. We understand the trends affecting public and private diversified financial services firms, and maintain dialogue with key strategic buyers, private equity firms and family offices active in the space.
M&A Advisory
Has Sold Assets To
$318 Million of Manufactured Housing Loans
M&A Advisory
United Community Banks, Inc.
Financial Advisor
Financial Institutions
Public Companies
Equity Capital Markets
Initial Public Offering
$240 Million
Equity Capital Markets
P10, Inc.
Book-Running Manager
Financial Institutions
Public Companies
M&A Advisory
Has Acquired
M&A Advisory
Radius Payment Solutions Limited
Financial Advisor
Internet of Things
Financial Sponsors
05/21/2021
Learn MoreEquity Capital Markets
Follow-On Offering
$412.5 Million
Equity Capital Markets
Cannae Holdings, Inc.
Bookrunner
Financial Technology & Payments
Public Companies
Equity Capital Markets
Follow-On Offering
$215 Million
Equity Capital Markets
Cannae Holdings, Inc.
Bookrunner
Financial Technology & Payments
Public Companies
M&A Advisory
Monument Re Group
Has Acquired
Robein Leven N.V.
A Portfolio Company Of
Amerborgh Financial Services B.V.
M&A Advisory
Monument Re Group
Financial Advisor
Financial Institutions
Financial Sponsors
03/25/2019
Learn MoreM&A Advisory
Has Been Acquired By
M&A Advisory
ABC Financial Services, Inc.
Financial Advisor
Financial Technology & Payments
01/02/2018
Learn MoreM&A Advisory
Has Acquired
Optimal Blue
M&A Advisory
GTCR
Financial Advisor
Technology, Media & Telecom
Financial Sponsors
06/17/2016
Learn More