Diversified Financials Investment Banking Services | 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.

Financial Institutions Group

Diversified Financials

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.

Featured Diversified Financials Transactions

  • Equity Capital Markets

    Secondary Offering

    $527 Million

    Equity Capital Markets

    Werner Enterprises, Inc.

    Co-Manager

    Transportation & Logistics

    Public Companies

    $527 Million

    06/03/2020

    Learn More
  • M&A Advisory

    Has Been Acquired By

    M&A Advisory

    Pugh Lubricants

    Financial Advisor

    Specialty Distribution

    Not Disclosed

    11/11/2016

    Learn More
  • M&A Advisory

    A Subsidiary Of

    Has Been Acquired By

    M&A Advisory

    United Fuel & Energy

    Financial Advisor

    Specialty Distribution

    Not Disclosed

    01/31/2013

    Learn More

Senior Diversified Financials Bankers