Investment Banking
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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.
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.
Investment Banking
We work with financial sponsors on the full array of investment banking services, across sectors and with deep expertise at the subsector level. Our independence enables us to fully align with our clients and strive to secure their very best outcome.
Our senior bankers build deep relationships with financial sponsors and their portfolio companies, providing proprietary insights and actionable ideas. We excel at transactions with sponsor-backed companies, founder or family-owned businesses, and strategic buyers.
Our Financial Sponsors Group services include: customized sell side and buy side M&A advisory, IPOs and follow-ons, debt advisory for sponsors and their companies, restructurings, and more.
M&A Advisory
Has Partnered With
M&A Advisory
Platte River Equity
Financial Advisor
Diversified Industrials & Services
Financial Sponsors
Private Companies
06/09/2026
Learn MoreM&A Advisory
A Portfolio Company Of
Has Acquired
M&A Advisory
Royal Cup Coffee and Tea
Financial Advisor
Food & Agribusiness
Private Companies
Public Companies
Financial Sponsors
Family Office Advisory
05/05/2026
Learn MoreDebt Capital Markets
Has Raised Debt Financing To Support Its Acquisition Of
Debt Capital Markets
Royal Cup Coffee and Tea
Financial Advisor
Food & Agribusiness
Private Companies
Public Companies
Financial Sponsors
05/05/2026
Learn MoreM&A Advisory
A Portfolio Company Of
Has Acquired
M&A Advisory
Nth Degree
Financial Advisor
Media
Financial Sponsors
Private Companies
04/02/2026
Learn MoreM&A Advisory
Have Acquired Assets From
$670 Million
M&A Advisory
Warwick Capital Partners
Placement Agent
Energy & Clean Energy Transition
Private Companies
Public Companies
Financial Sponsors
M&A Advisory
A Portfolio Company Of
Has Acquired
M&A Advisory
Total PowerGen Solutions
Buy-side Financial Advisor
Specialty Distribution
Financial Sponsors
Private Companies
02/04/2026
Learn MoreM&A Advisory
In Partnership With
Has Acquired the Permian Assets Of
M&A Advisory
Karis Midstream Partners
Financial Advisor
Energy & Clean Energy Transition
Financial Sponsors
Private Companies
01/05/2026
Learn MoreM&A Advisory
A Portfolio Company Of
Has Entered Into An Agreement To Be Sold To
M&A Advisory
Threema
Sell-side Advisor
Technology, Media & Telecom
Financial Sponsors
Private Companies
01/01/2026
Learn More
