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.

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 Combined With

    A Portfolio Company Of

    M&A Advisory

    NXTsoft

    Financial Advisor

    Technology, Media & Telecom

    Financial Sponsors

    Not Disclosed

    01/26/2023

    Learn More
  • M&A Advisory

    Has Been Acquired By

    A Portfolio Company Of

    M&A Advisory

    Yoder Oil Co.

    Sell-side Advisor

    Specialty Distribution

    Financial Sponsors

    Not Disclosed

    01/17/2023

    Learn More
  • M&A Advisory

    A Portfolio Company Of

    Has Been Acquired By

    M&A Advisory

    The Industrial Service Group

    Sell-Side Advisor

    Specialty Distribution

    Financial Sponsors

    Not Disclosed

    12/07/2022

    Learn More
  • M&A Advisory

    Has Been Acquired By

    A Portfolio Company Of

    M&A Advisory

    AdvancedONE Legal

    Sell-side Advisor

    Services

    Financial Sponsors

    Not Disclosed

    11/29/2022

    Learn More
  • M&A Advisory

    Has Acquired

    M&A Advisory

    Astara Capital Partners

    Financial Advisor

    Building Products, Materials & Technology

    Financial Sponsors

    Not Disclosed

    11/08/2022

    Learn More
  • M&A Advisory

    A Portfolio Company Of

    Has Been Sold To

    € 57.5 Million

    M&A Advisory

    PINOVA Capital

    Financial Advisor

    Power & Industrial Technology

    Financial Sponsors

    € 57.5 Million

    10/06/2022

    Learn More
  • M&A Advisory

    Has Been Acquired By

    A Portfolio Company Of

    €227 Million

    M&A Advisory

    3U HOLDING AG

    Financial Advisor

    Vertically Focused Software Applications

    Financial Sponsors

    €227 Million

    09/30/2022

    Learn More
  • M&A Advisory

    A Portfolio Company Of

    Has Been Sold To

    M&A Advisory

    AURELIUS Growth Investments

    Financial Advisor

    Services

    Financial Sponsors

    Not Disclosed

    09/06/2022

    Learn More

Senior Bankers

News & Perspectives