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.

Our People

Steve Egli

Managing Director

(415) 548-6912 Send a message
Financial Institutions Group
Steve Egli

Mr. Egli joined Stephens in 2020 as a member of the firm's Financial Institutions Group in San Francisco and is responsible for investment banking coverage of banks and thrifts in the Western / Rockies region of the United States. Prior to joining Stephens, Mr. Egli spent over ten years at Sandler O’Neill & Partners, L.P. advising financial services clients on M&A and capital markets transactions. Over the course of his career, Mr. Egli has executed a wide array of M&A, debt and equity transactions representing over $9 billion in aggregate value. He has been involved in 39 completed bank M&A transactions with an aggregate deal value of approximately $5.5 billion. M&A advisory experience includes buy and sell-side whole-bank transactions, branch acquisitions and branch divestitures and, FDIC assisted transactions. In addition, he has served as an advisor on 21 completed bank capital markets transactions with aggregate proceeds of $3.5 billion including three IPOs. Capital markets transaction experience includes initial public offerings, public and private common stock follow-on offerings, and the issuance of subordinated and senior debt.

Mr. Egli also served three years as a Research Analyst in the Economic Analysis and Planning Division of the Office of the Comptroller of the Currency where he focused on research on banking industry practices, bank regulatory policy and their associated economic impacts.

Mr. Egli graduated Magna Cum Laude and received a Bachelor of Arts degree in Finance and Economics from Utah State University. Additionally, Mr. Egli received a Masters of Business Administration from the Haas School of Business at the University of California, Berkeley.

Print