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.
Managing Director, Head of the Capital Solutions Group
Mr. Lulla joined Stephens in October 2018 as a Managing Director. Mr. Lulla has significant experience providing corporate restructuring, liability management, M&A, and financing advice to companies, creditors and other stakeholders across all industries. Mr. Lulla has advised on, or acted as a principal investor on, restructuring and M&A transactions with in excess of $45 billion of value.
Mr. Lulla was most recently a Managing Director in the Restructuring Group at Evercore. Prior to Evercore, Mr. Lulla held positions at Lazard, Mesirow Advanced Strategies, and RoundTable Healthcare Partners. Mr. Lulla received dual degrees in Accountancy and Finance from the University of Illinois. Mr. Lulla also holds a CPA (unlicensed).