Specialty Finance Investment Banking Services | Stephens

Stephens will never ask clients or prospective clients for personal or financial information, or provide investment advice, via social media, or WhatsApp.

If you have any questions or concerns about someone from Stephens contacting you, please call your Stephens Representative or reach out to us via our Contact Us form.

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 bettering the communities where we live and operate. We do this by supporting corporate philanthropy, economic and financial literacy advocacy, and professional success.

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 & Atlassian Williams F1 Team

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

Specialty Finance

Our team represents one of the longest-standing franchises serving 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.

Featured Specialty Finance Transactions

  • Debt Capital Markets

    Funding package from

    £250 Million

    Debt Capital Markets

    Billing Finance Ltd

    FINANCIAL ADVISOR

    Specialty Finance

    £250 Million

    12/11/2025

    Learn More Right Arrow
  • M&A Advisory

    Proposed Takeover By

    £543m

    M&A Advisory

    International Personal Finance plc

    Financial Advisor

    Financial Institutions

    Public Companies

    £543m

    12/01/2025

    Learn More Right Arrow
  • M&A Advisory

    Has Acquired

    A Portfolio Company Of

    $420 Million

    M&A Advisory

    PROG Holdings, Inc.

    Financial Advisor

    Specialty Finance

    Financial Sponsors

    $420 Million

    12/01/2025

    Learn More Right Arrow
  • M&A Advisory

    Has Sold Substantially All Of Its Equipment Finance Portfolio To An Affiliate Of

    $502 Million

    M&A Advisory

    Midland States Bancorp, Inc.

    Financial Advisor

    Financial Institutions

    Public Companies

    $502 Million

    11/28/2025

    Learn More Right Arrow

Senior Specialty Finance Bankers