Simon Bagnall | Investment Banking | Stephens

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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.


Our reputation as a leading independent financial services firm is built on the stability of our longstanding and highly experienced senior executives.

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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.

Our People

Simon Bagnall

Managing Director

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Health & Life Sciences
Simon Bagnall

Mr. Bagnall joined Stephens in 2007 and is a member of the Healthcare Group focusing on the Healthcare Services sector. Prior to joining Stephens he worked at Taylor Wessing, a leading European law firm, as an attorney in London, England, as well as at Allen & Overy, on a wide range of corporate transactions including IPOs, mergers and acquisitions, and private equity. Mr. Bagnall also previously worked in corporate finance and strategic consulting in the technology sector. He received his law degree from The University of Edinburgh, Scotland, and a Master's degree in international business law from King’s College London, England.