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
Our team represents the longest-standing franchise dedicated to the Specialty Finance sector, leveraging expertise built from executing M&A and capital raising advisory transactions for commercial and consumer finance clients across North America and Europe.
Our senior specialty finance bankers work as a team to provide expert market intelligence, advisory and execution services while aligning with our specialty finance clients as partners and not competitors. We have deep relationships with public and private financing sources. This enables us to develop innovative debt and equity capital raising as well as buy side and sell side strategies.
M&A Advisory
Has Agreed To Acquire
$504 Million
M&A Advisory
IQVentures Holdings, LLC
Financial Advisor
Specialty Finance
Public Companies
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
M&A Advisory
Equity Investment
$100 Million
M&A Advisory
NexGen Financial Inc.
Financial Advisor
Specialty Finance
Private Companies
Debt Capital Markets
Senior Secured Credit Facility
$224 Million
Debt Capital Markets
NexGen Financial Inc.
Financial Advisor
Specialty Finance
Private Companies
