Stephens Investment Banking – Financial Sponsors | 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 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 Racing

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.

Investment Banking

Financial Sponsors

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.

How We Work

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.

Featured Transactions

  • M&A Advisory

    A Portfolio Company Of

    Has Been Acquired By

    A Portfolio Company Of

    M&A Advisory

    InfraStripe

    SELL-SIDE ADVISOR

    Diversified Industrials & Services

    Private Companies

    Family Office Advisory

    Financial Sponsors

    Not Disclosed

    04/09/2025

    Learn More
  • M&A Advisory

    Led The Majority Recapitalization Of

    A Portfolio Company Of

    M&A Advisory

    TZP Group

    FINANCIAL ADVISOR

    Services

    Family Office Advisory

    Financial Sponsors

    Not Disclosed

    04/07/2025

    Learn More
  • Debt Capital Markets

    A Portfolio Company Of

    $52.5 Million

    Debt Capital Markets

    Vintage Parts Inc.

    FINANCIAL ADVISOR

    Diversified Industrials & Services

    Financial Sponsors

    Private Companies

    $52.5 Million

    03/28/2025

    Learn More
  • M&A Advisory

    A Subsidiary Of

    Has Been Acquired By

    M&A Advisory

    Doerfer Corporation

    FINANCIAL ADVISOR

    Aerospace & Defense

    Private Companies

    Financial Sponsors

    Not Disclosed

    03/07/2025

    Learn More
  • M&A Advisory

    Invested In

    M&A Advisory

    PSG Equity L.L.C.

    FINANCIAL ADVISOR

    Technology, Media & Telecom

    Financial Sponsors

    Not Disclosed

    02/26/2025

    Learn More
  • M&A Advisory

    A Portfolio Company Of

    Has Been Acquired By

    $120 Million

    M&A Advisory

    Lane Supply, Inc.

    FINANCIAL ADVISOR

    Diversified Industrials & Services

    Financial Sponsors

    Private Companies

    Public Companies

    $120 Million

    02/11/2025

    Learn More
  • M&A Advisory

    A Portfolio Company Of

    Has Been Acquired By

    M&A Advisory

    Building Controls & Solutions

    FINANCIAL ADVISOR

    Diversified Industrials & Services

    Financial Sponsors

    Not Disclosed

    02/03/2025

    Learn More
  • M&A Advisory

    Has Acquired

    M&A Advisory

    GENUI

    FINANCIAL ADVISOR

    Technology, Media & Telecom

    Private Companies

    Financial Sponsors

    Not Disclosed

    01/28/2025

    Learn More

Senior Bankers

News & Perspectives