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

    Has Invested In

    M&A Advisory

    Sterling Investment Partners

    Buy-Side Advisor

    Power & Industrial Technology

    Financial Sponsors

    Not Disclosed

    04/26/2022

    Learn More
  • M&A Advisory

    A Portfolio Company Of

    Has Been Acquired By

    M&A Advisory

    Healthcare Linen Services

    Financial Advisor

    Healthcare Services

    Financial Sponsors

    Not Disclosed

    04/06/2022

    Learn More
  • M&A Advisory

    Has Been Acquired By

    A Portfolio Company Of

    M&A Advisory

    Cryptshare

    Sell-side Advisor

    Security Software

    Financial Sponsors

    Not Disclosed

    03/24/2022

    Learn More
  • M&A Advisory

    A Portfolio Company Of

    Has Been Acquired By

    M&A Advisory

    Crown Products, Inc.

    Financial Advisor

    Building Products, Materials & Technology

    Financial Sponsors

    Not Disclosed

    02/11/2022

    Learn More
  • M&A Advisory

    A Portfolio Company Of

    Has Been Acquired By

    M&A Advisory

    Magnate Worldwide

    Co-Advisor

    Transportation & Logistics

    Financial Sponsors

    Not Disclosed

    01/03/2022

    Learn More
  • M&A Advisory

    Has Acquired

    A Portfolio Company Of

    M&A Advisory

    Gryphon Investors

    Financial Advisor

    Building Products, Materials & Technology

    Financial Sponsors

    Not Disclosed

    10/01/2021

    Learn More
  • M&A Advisory

    Has Received An Investment Led By

    M&A Advisory

    Big Rock Sports, LLC

    Financial Advisor

    Consumer Products & Retail

    Private Companies

    Financial Sponsors

    Not Disclosed

    09/24/2021

    Learn More
  • M&A Advisory

    Has Been Acquired By

    A Portfolio Company Of

    M&A Advisory

    PPC Lubricants

    Financial Advisor

    Specialty Distribution

    Private Companies

    Financial Sponsors

    Not Disclosed

    09/22/2021

    Learn More

Senior Bankers

News & Perspectives