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.

Investment Banking

Private Companies

Stephens has been a family-owned private company since inception. This gives us special insight into the financing and M&A needs of privately held businesses, which often have different priorities than public companies.

How We Work

Whether helping a founder’s long-term plan create value, refinancing to fuel transformative growth, or diversifying a legacy brand through an acquisition, our bankers specialize in tailored solutions for clients, throughout the shifting competitive and economic landscape, across all sectors and transaction types.

Our Private Companies' services include: Unvarnished M&A Advisory for Buyers and Sellers, Creative Structuring to Address Shareholder Liquidity Needs, Access to Majority / Minority Equity Capital Alternatives, and more.

Featured Transactions

  • M&A Advisory

    Has Agreed To Acquire

    M&A Advisory

    American Bank

    Financial Advisor

    Depository

    Private Companies

    Not Disclosed

    06/07/2022

    Learn More
  • M&A Advisory

    Has Been Acquired By

    M&A Advisory

    Surgical Technologies, Inc.

    Financial Advisor

    Life Sciences & Medical Devices

    Private Companies

    Not Disclosed

    05/19/2022

    Learn More
  • Capital Solutions

    Restructuring advice and sale of business and assets to Morrisons

    Capital Solutions

    McColl’s Retail Group plc

    Financial Advisor

    Consumer Products & Retail

    Private Companies

    Not Disclosed

    05/09/2022

    Learn More
  • M&A Advisory

    Liberty Financial Services, Inc.

    The Parent Company Of

    Has Agreed To Merge With And Into

    215 Holding Co.

    The Parent Company Of

    M&A Advisory

    Liberty Financial Services, Inc.

    Financial Advisor and Fairness Opinion

    Depository

    Private Companies

    Not Disclosed

    04/21/2022

    Learn More

Senior Bankers

News & Perspectives