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.
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.
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.
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.
M&A Advisory
A Portfolio Company Of
Has Been Acquired By
M&A Advisory
Novatech, Inc.
Sell-Side Advisor
Services
Financial Sponsors
Private Companies
Family Office Advisory
Lower Middle Market
Has Been Acquired By
Not Disclosed
Lower Middle Market
Sunrise Wood Designs
Financial Advisor
Building Products, Materials & Technology
Private Companies
Public Companies
M&A Advisory
Has Divested Assets In The Haynesville To
Undisclosed
M&A Advisory
EnSight IV Energy Management, LLC
Financial Advisor
Energy & Clean Energy Transition
Private Companies
M&A Advisory
Has Acquired
M&A Advisory
Morgan Stanley Capital Partners
Financial Advisor
Services
Family Office Advisory
Financial Sponsors
Private Companies
