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.

M&A Advisory

Lower Middle Market

We excel at preparing and advising lower middle market companies to execute significant capital raise, sell side or growth through acquisition strategies. We also are adept at helping family owned businesses to maximize their objectives, including valuation.

Our highly active senior bankers have strong relationships with leading capital partners including private equity firms, family offices and strategic buyers. Our in-depth knowledge of trends affecting a wide range of subsectors enables us to work toward optimal outcomes that achieve the goals of our clients, including companies whose founders remain key decision makers.

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Senior Bankers