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 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.

Stephens & Williams Racing Partnership

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

    Has Partnered With

    M&A Advisory

    Pediatrics Plus

    FINANCIAL ADVISOR

    Healthcare Services

    Financial Sponsors

    Family Office Advisory

    Private Companies

    Not Disclosed

    01/13/2025

    Learn More
  • M&A Advisory

    Has Been Acquired By

    M&A Advisory

    ISPN Network Services

    FINANCIAL ADVISOR

    Telecommunications

    Financial Sponsors

    Private Companies

    Not Disclosed

    12/18/2024

    Learn More
  • Equity Capital Markets

    Follow-On Offering

    $30 Million

    Equity Capital Markets

    Inovio Pharmaceuticals, Inc.

    UNDERWRITER

    Health & Life Sciences

    Public Companies

    Financial Sponsors

    $30 Million

    12/13/2024

    Learn More
  • Equity Capital Markets

    Follow-On Offering

    $301 Million

    Equity Capital Markets

    Crescent Energy Company

    UNDERWRITER

    Energy & Clean Energy Transition

    Public Companies

    Financial Sponsors

    $301 Million

    12/03/2024

    Learn More
  • Debt Capital Markets

    A Portfolio Company Of

    $50 Million

    Debt Capital Markets

    Granite Comfort, LP

    Financial Advisor

    Diversified Industrials & Services

    Financial Sponsors

    Private Companies

    $50 Million

    11/15/2024

    Learn More
  • M&A Advisory

    Has Divested

    To

    $73 Million

    M&A Advisory

    BioLife Solutions, Inc.

    Financial Advisor

    Health & Life Sciences

    Public Companies

    Private Companies

    Family Office Advisory

    Financial Sponsors

    $73 Million

    11/12/2024

    Learn More
  • M&A Advisory

    A Portfolio Company Of

    Has Been Acquired By

    M&A Advisory

    Dynamic National

    FINANCIAL ADVISOR

    Diversified Industrials & Services

    Private Companies

    Family Office Advisory

    Financial Sponsors

    Not Disclosed

    11/08/2024

    Learn More
  • M&A Advisory

    A Portfolio Company Of

    Has Been Acquired By

    M&A Advisory

    Novatech, Inc.

    Sell-Side Advisor

    Services

    Financial Sponsors

    Private Companies

    Family Office Advisory

    Not Disclosed

    09/17/2024

    Learn More

Senior Bankers

News & Perspectives