Investment Banking
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If you have any questions or concerns about someone from Stephens contacting you, please call your Stephens Representative or reach out to us via our Contact Us form.
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 bettering the communities where we live and operate. We do this by supporting corporate philanthropy, economic and financial literacy advocacy, and professional success.
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.
Investment Banking
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.
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.
M&A Advisory
Has Partnered With
M&A Advisory
Platte River Equity
Financial Advisor
Diversified Industrials & Services
Financial Sponsors
Private Companies
06/09/2026
Learn MoreM&A Advisory
Has Combined With
A Portfolio Company Of
M&A Advisory
KidsCare Home Health
Financial Advisor
Healthcare Services
Private Companies
06/02/2026
Learn MoreM&A Advisory
Has Agreed To Be Acquired By
M&A Advisory
Maple Financial Holdings, Inc.
Financial Advisor
Financial Institutions
Private Companies
05/29/2026
Learn MoreM&A Advisory
Has Acquired
Debt Capital Markets
Has Raised Debt Financing To Support Its Acquisition Of
Debt Capital Markets
Royal Cup Coffee and Tea
Financial Advisor
Food & Agribusiness
Private Companies
Public Companies
Financial Sponsors
05/05/2026
Learn MoreM&A Advisory
A Portfolio Company Of
Has Acquired
M&A Advisory
Royal Cup Coffee and Tea
Financial Advisor
Food & Agribusiness
Private Companies
Public Companies
Financial Sponsors
Family Office Advisory
05/05/2026
Learn MoreM&A Advisory
Has Acquired a Portfolio Of 35 Sites From ATS Euromaster
M&A Advisory
Has Been Acquired By
M&A Advisory
Klaes
Financial Advisor
Technology, Media & Telecom
Private Companies
04/16/2026
Learn More
