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 bettering the communities where we live and operate. We do this by supporting corporate philanthropy, economic and financial literacy advocacy, and professional success.
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.
Stephens is the official investment banking partner of Williams Racing, one of the most winning teams in F1 history. We share that tradition of success.
We host many highly informative meetings each year with clients, industry decision makers, and thought leaders across the U.S. and in Europe.
Capital Thinking
Capital Thinking: 2024 Year-End Review and Outlook in the Oil & Gas Market Dec 27, 2024Deon Daugherty, Editor-in-Chief at Hart Energy’s Oil and Gas Investor Magazine, recently co-hosted the Stephens Energy Investment Banking Group’s latest entry in the virtual thought leadership webinar series, Capital Thinking: Energy Insights for Today’s Market.
Market Trends
Q&A Spotlight with Evan Smith: Private Equity & Family Office Energy Financing Trends Nov 26, 2024Evan Smith, Senior Vice President of Stephens’ Energy Investment team, recently spoke on the Private Equity and Family Office Energy Financing Trends panel of Hart Energy's 16th Annual DUG Appalachia Conference.
He shared insights along with Mark Burroughs, Managing Director of EnCap Investments, and Jay Salitza, Managing Director of KeyBanc Capital Markets. Here are the highlights of Mr. Smith’s panel discussion.
Company Spotlight
A Conversation With New Engen's CEO, Justin Hayashi Mar 12, 2024Greg Gordon, Stephens Managing Director, chats with Justin Hayashi, CEO of New Engen, a dynamic digital marketing agency based in Seattle.
Capital Thinking
Capital Thinking: 2024 Outlook for Upstream Acquisitions and Divestitures Market Feb 15, 2024The webinar series explores challenges and opportunities affecting the energy sector.
Ownership Interests
Site & Incentive Opportunities for Companies Pursuing Strategic Enhancements Feb 5, 2024Many companies overlook opportunities to boost their ROI on strategic enhancement initiatives, often by leaving discounts, tax credits, and cash awards on the table, underestimating costs, or overlooking local rules and regulations.
Read our latest Capital Thinking article to learn more about Stephens’ Site and Incentives Advisory practice.
Stephens Spotlights
Spectacular Mega Deals Create Optimism, Suggest 2024 M&A Will Rise Jan 25, 2024The mega deals of 2023 are only one of many factors that create room for optimism about a brighter mergers and acquisitions market in 2024. Recent economic indicators suggest that inflation is slowing, which can lead to lower interest rates. Oil prices continue to fluctuate, but not wildly so, and they remain well above $60.
Capital Thinking
Market Trends
Private Equity’s Evolving Playbook in Performance Marketing Dec 6, 2023Today, PE firms are aggressively seeking attractive middle market performance marketing agencies (firms delivering measurable actions taken by audience members) as platform investments, often with the goal of acquiring additional services, scale and specialties.
Market Trends
Overview of Transatlantic Deal Activity: Q3 2023 Oct 18, 2023The nine quarters up to the end of Q1 2020 – the onset of the Covid pandemic – averaged 196 US acquisitions in Europe per quarter. The level of quarterly dealmaking activity naturally dropped sharply as Covid hit, but then consistently and dramatically increased on a quarterly basis to a peak of 493 US acquisitions of European companies in Q1 2022. However, the level of US acquisitions in Europe has since fallen back towards pre-pandemic average levels (233 in Q3 2023).
Market Trends
Q&A Spotlight with Evan Smith: Family Office Activity in the Energy Space Oct 12, 2023Evan Smith, Senior Vice President in Stephens’ Energy Investment Banking team, recently spoke on the Capital Access: Private Equity panel at the Hart Energy Capital Conference 2023.
He shared insights along with Billy Quinn, Founder and Managing Partner of Pearl Energy Investments; Frost W. Cochran, Managing Director and Founding Partner of Post Oak Energy Capital; Brooks Despot, Director at EnCap Investments; and David Elder, Partner at Akin Gump Strauss Hauer & Feld LLP
Market Trends
Investment Banking Quarterly 1Q 2023 Mar 29, 2023Stephens begins our 90th year of business, and although a lot has changed, much has remained the same. We provide unvarnished advice and precise execution on the full array of investment banking services.
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