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

Health & Life Sciences

From technologies to procedures, we know the trends affecting companies in the Health & Life Sciences sector, as well as how to apply those insights to successful capital raising and M&A strategies for our clients.

The Health & Life Sciences team creates innovative solutions for firms that produce equipment, deliver care and support medical facilities. Whether it is surgical tools or hospital linens, our experts grasp nuances within each subsector that are essential to the client’s investment banking needs.

Healthcare Services

Stephens serves firms across the full spectrum of healthcare services including owner-managed, financial sponsor-backed businesses and public companies.

Healthcare IT

We work with software and tech-enabled firms serving healthcare providers and payers, employer and consumer health programs, the life sciences sector, and more

Life Sciences & Medical Devices

Manufacturers of pharmaceuticals, materials, instruments and hardware for patient care come to us to access capital.

Featured Transactions

  • M&A Advisory

    Has Been Acquired By

    M&A Advisory

    Surgical Technologies, Inc.

    Financial Advisor

    Life Sciences & Medical Devices

    Private Companies

    Not Disclosed

    05/19/2022

    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

    And Management Have Invested In

    M&A Advisory

    Intermediate Capital Group

    Financial Advisor

    Life Sciences & Medical Devices

    Private Companies

    Not Disclosed

    10/06/2021

    Learn More
  • M&A Advisory

    Has Been Acquired By

    M&A Advisory

    Safe Foods Corporation

    Financial Advisor

    Healthcare Services

    Financial Sponsors

    Private Company Advisory

    Not Disclosed

    09/21/2021

    Learn More
  • M&A Advisory

    Has Been Acquired By

    M&A Advisory

    CyberMaxx, LLC

    Financial Advisor

    Healthcare IT

    Financial Sponsors

    Not Disclosed

    08/17/2021

    Learn More
  • Debt Capital Markets

    Senior Secured Credit Facilities

    &

    Has Been Acquired By

    Debt Capital Markets

    Emerald Textiles

    Co-Advisor

    Healthcare Services

    Financial Sponsors

    Not Disclosed

    08/16/2021

    Learn More
  • Equity Capital Markets

    U.S. Initial Public Offering

    $176 Million

    Equity Capital Markets

    MaxCyte, Inc.

    Co-Manager

    Life Sciences & Medical Devices

    Public Companies

    $176 Million

    07/29/2021

    Learn More
  • Equity Capital Markets

    A Portfolio Company Of

    PIPE

    $1.55 Billion

    Equity Capital Markets

    Alight Solutions LLC

    Capital Markets Advisor

    Healthcare IT

    $1.55 Billion

    07/06/2021

    Learn More

Senior Bankers