We provide investment banking, research, sales and trading, asset and wealth management, public finance, insurance, private capital, and family office services.
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 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.
Our reputation as a leading independent financial services firm is built on the stability of our longstanding and highly experienced senior executives.
We are committed to corporate philanthropy; economic and financial literacy advocacy; and diversity, equity, and inclusion initiatives.
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.
We host many highly informative meetings each year with clients, industry decision makers, and thought leaders across the U.S. and in Europe.
Stephens has a rich history of advising on successful mergers and acquisitions. We are long-term thinkers. Our experienced senior bankers bring access to the right buyers and sellers, for both public and private transactions, including family-owned businesses.
Our bankers are detail oriented and committed to maximizing each M&A outcome. We work toward optimal valuations and delivering certainty for our clients. We are problem solvers, helping buyers and sellers we advise to anticipate and navigate circumstances that may arise both throughout the process and after the transaction.
Our M&A services include: Strategic Advisory, Sell Side Advisory, Buy Side Advisory, Special Committee Advisory, Fairness Opinions, Valuations, Hostile Defense, Divestitures, Tender Offers, Spinoffs, and other tax-efficient transactions.
As an additional service, we also prepare and advise lower middle market companies to execute significant capital raise, sell side or growth through acquisition strategies.
M&A Advisory
Acquired A Minority Stake In
M&A Advisory
Bel Fuse, Inc.
Buy-side Advisor
Power & Industrial Technology
Public Companies
M&A Advisory
Has Agreed to Acquire
M&A Advisory
Vista Bancshares, Inc.
Financial Advisor
Depository
Private Companies
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
M&A Advisory
Has Been Acquired By
A Portfolio Company Of
M&A Advisory
Yoder Oil Co.
Sell-side Advisor
Specialty Distribution
Financial Sponsors
M&A Advisory
Has Agreed To Be Acquired By
$475 Million
M&A Advisory
Performance Proppants
Financial Advisor
Energy & Clean Energy Transition
Private Companies
M&A Advisory
Has Agreed To Acquire
$53.9 Million
M&A Advisory
Mid Penn Bancorp, Inc.
Financial Advisor
Depository
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
M&A Advisory
Undisclosed Seller
Corporate Sale To
Sitka Petroleum, LLC And Pontem Energy, LLC
M&A Advisory
Williston Basin Seller
Financial Advisor
Energy & Clean Energy Transition
Private Companies
