Stephens Investment Banking – Private Companies | Stephens

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.

Stephens & Williams Racing Partnership

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.

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 Been Acquired By

    $865 Million

    M&A Advisory

    Miller Electric Company

    FINANCIAL ADVISOR

    Power & Industrial Technology

    Private Companies

    Public Companies

    $865 Million

    02/03/2025

    Learn More
  • M&A Advisory

    Has Acquired

    M&A Advisory

    GENUI

    FINANCIAL ADVISOR

    Technology, Media & Telecom

    Private Companies

    Financial Sponsors

    Not Disclosed

    01/28/2025

    Learn More
  • M&A Advisory

    Has Partnered With

    M&A Advisory

    Pediatrics Plus

    FINANCIAL ADVISOR

    Healthcare Services

    Financial Sponsors

    Family Office Advisory

    Private Companies

    Not Disclosed

    01/13/2025

    Learn More
  • M&A Advisory

    Has Been Acquired By

    A Portfolio Company Of

    M&A Advisory

    Valir Physical Therapy

    FINANCIAL ADVISOR

    Healthcare Services

    Private Companies

    Not Disclosed

    12/31/2024

    Learn More

Senior Bankers

News & Perspectives