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 Merge With
$144 MILLION
M&A Advisory
Centric Financial Corporation
financial advisor
Financial Institutions
Public Companies
M&A Advisory
A Portfolio Company Of
Has Acquired
M&A Advisory
MindCare Solutions Group, Inc.
buy-side advisor
Health & Life Sciences
Financial Sponsors
M&A Advisory
A Portfolio Company Of
Has Agreed To Be Acquired By
M&A Advisory
Odewald KMU
Financial Advisor
Diversified Industrials & Services
Private Companies
M&A Advisory
Has Acquired
$103 Million
M&A Advisory
Hub Group
financial advisor
Transportation & Logistics
Public Companies
M&A Advisory
Has Agreed To Acquire
M&A Advisory
Highland Bank
financial advisor
Depository
Public Companies
M&A Advisory
Has Agreed To Acquire
$98 Million
M&A Advisory
MVB Financial Corp.
Financial Advisor and Fairness Opinion
Depository
Public Companies
M&A Advisory
Has Agreed To Merge With
$488.6 Million
M&A Advisory
Professional Holding Corp.
Financial Advisor
Depository
Public Companies
M&A Advisory
Has Sold Its Michigan Platform To
M&A Advisory
Ken Garff Automotive Group
Financial Advisor
Dealerships
Private Companies
