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.

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

  • Lower Middle Market

    Has Been Acquired By

    A Subsidiary Of

    Lower Middle Market

    WELSCO

    Financial Advisor

    Specialty Distribution

    Private Companies

    Public Companies

    Not Disclosed

    07/08/2024

    Learn More
  • M&A Advisory

    Has Been Acquired By

    M&A Advisory

    GlobalWorx Inc.

    Financial Advisor

    Technology, Media & Telecom

    Private Companies

    Not Disclosed

    06/21/2024

    Learn More
  • Debt Capital Markets

    Has Acquired

    Debt Capital Markets

    Stellex Capital Management

    Financial Advisor

    Diversified Industrials & Services

    Financial Sponsors

    Private Companies

    Not Disclosed

    05/31/2024

    Learn More
  • M&A Advisory

    Has Agreed To Partner With

    M&A Advisory

    Mack's Prairie Wings

    Financial Advisor

    Consumer Products & Retail

    Private Companies

    Private Company Advisory

    Not Disclosed

    05/17/2024

    Learn More

Senior Bankers

News & Perspectives