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

M&A Advisory

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.

How We Work

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.

Lower Middle Market

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.

Featured Transactions

  • M&A Advisory

    Has Agreed To Acquire

    M&A Advisory

    American Bank

    Financial Advisor

    Depository

    Private Companies

    Not Disclosed

    06/07/2022

    Learn More
  • 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 Subsidiary Of

    Has Been Acquired By

    M&A Advisory

    Summit Materials, Inc.

    Financial Advisor

    Building Products, Materials & Technology

    Public Companies

    Not Disclosed

    05/16/2022

    Learn More
  • M&A Advisory

    Business Combination With

    To Form

    $1.3 Billion

    M&A Advisory

    Executive Network Partnering Corporation

    Financial Advisor and Fairness Opinion

    Exploration & Production

    Public Companies

    $1.3 Billion

    05/16/2022

    Learn More
  • M&A Advisory

    Has Agreed To Merge With

    $271.5 Million

    M&A Advisory

    Progress Financial Corporation

    Financial Advisor

    Depository

    Public Companies

    $271.5 Million

    05/04/2022

    Learn More
  • M&A Advisory

    Has Been Acquired By

    Caterpillar Inc. (NYSE: CAT)

    M&A Advisory

    Tangent Energy Solutions

    Financial Advisor

    Power & Industrial Technology

    Public Companies

    Not Disclosed

    05/02/2022

    Learn More
  • 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

    Liberty Financial Services, Inc.

    The Parent Company Of

    Has Agreed To Merge With And Into

    215 Holding Co.

    The Parent Company Of

    M&A Advisory

    Liberty Financial Services, Inc.

    Financial Advisor and Fairness Opinion

    Depository

    Private Companies

    Not Disclosed

    04/21/2022

    Learn More

Senior Bankers

News & Perspectives