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
Has Agreed To Acquire
M&A Advisory
American Bank
Financial Advisor
Depository
Private Companies
M&A Advisory
Has Been Acquired By
M&A Advisory
Surgical Technologies, Inc.
Financial Advisor
Life Sciences & Medical Devices
Private Companies
M&A Advisory
A Subsidiary Of
Has Been Acquired By
M&A Advisory
Summit Materials, Inc.
Financial Advisor
Building Products, Materials & Technology
Public Companies
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
M&A Advisory
Has Agreed To Merge With
$271.5 Million
M&A Advisory
Progress Financial Corporation
Financial Advisor
Depository
Public Companies
M&A Advisory
Has Been Acquired By
Caterpillar Inc. (NYSE: CAT)
M&A Advisory
Tangent Energy Solutions
Financial Advisor
Power & Industrial Technology
Public Companies
M&A Advisory
Has Invested In
M&A Advisory
Sterling Investment Partners
Buy-Side Advisor
Power & Industrial Technology
Financial Sponsors
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
