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.
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.
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
Has Agreed To Acquire
$504 Million
M&A Advisory
IQVentures Holdings, LLC
Financial Advisor
Specialty Finance
Public Companies
M&A Advisory
Has Agreed To Acquire
$41.0 MILLION(1)
M&A Advisory
Byline Bancorp, Inc.
Financial Advisor
Financial Institutions
Public Companies
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
M&A Advisory
A Portfolio Company Of
Has Been Acquired By
Undisclosed
M&A Advisory
Total PowerGen Solutions
Financial Advisor
Specialty Distribution
Financial Sponsors
M&A Advisory
Has Made A Strategic Investment In
M&A Advisory
Shamrock Capital
Financial Advisor
Media
Financial Sponsors
M&A Advisory
Has Agreed To Merge With
$236 Million
M&A Advisory
NBT Bancorp Inc.
Financial Advisor
Financial Institutions
Public Companies
Lower Middle Market
Has Been Acquired By
Not Disclosed
Lower Middle Market
Sunrise Wood Designs
Financial Advisor
Building Products, Materials & Technology
Private Companies
Public Companies
M&A Advisory
Has Sold Assets To
$318 Million of Manufactured Housing Loans
M&A Advisory
United Community Banks, Inc.
Financial Advisor
Financial Institutions
Public Companies
