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 Merge With

    $144 MILLION

    M&A Advisory

    Centric Financial Corporation

    financial advisor

    Financial Institutions

    Public Companies

    $144 MILLION

    08/30/2022

    Learn More
  • M&A Advisory

    A Portfolio Company Of

    Has Acquired

    M&A Advisory

    MindCare Solutions Group, Inc.

    buy-side advisor

    Health & Life Sciences

    Financial Sponsors

    Not Disclosed

    08/29/2022

    Learn More
  • 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

    Not Disclosed

    08/23/2022

    Learn More
  • M&A Advisory

    Has Acquired

    $103 Million

    M&A Advisory

    Hub Group

    financial advisor

    Transportation & Logistics

    Public Companies

    $103 Million

    08/22/2022

    Learn More
  • M&A Advisory

    Has Agreed To Acquire

    M&A Advisory

    Highland Bank

    financial advisor

    Depository

    Public Companies

    Not Disclosed

    08/17/2022

    Learn More
  • M&A Advisory

    Has Agreed To Acquire

    $98 Million

    M&A Advisory

    MVB Financial Corp.

    Financial Advisor and Fairness Opinion

    Depository

    Public Companies

    $98 Million

    08/12/2022

    Learn More
  • M&A Advisory

    Has Agreed To Merge With

    $488.6 Million

    M&A Advisory

    Professional Holding Corp.

    Financial Advisor

    Depository

    Public Companies

    $488.6 Million

    08/08/2022

    Learn More
  • M&A Advisory

    Has Sold Its Michigan Platform To

    M&A Advisory

    Ken Garff Automotive Group

    Financial Advisor

    Dealerships

    Private Companies

    Not Disclosed

    07/18/2022

    Learn More

Senior Bankers

News & Perspectives