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.
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 needs of privately held businesses, including those with family structures, which often have different priorities than public and sponsor-owned firms.
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. Stephens also addresses post-deal asset management issues and works with clients' advisors on estate planning and succession issues.
Our Private Company Advisory services include: unvarnished M&A advisory for buyers and sellers, access to capital raising and co-investing sources, debt advisory, multigenerational liquidity solutions, and more.
M&A Advisory
Has Been Acquired By
M&A Advisory
Hercules Forwarding, Inc.
Financial Advisor
Diversified Industrials & Services
Private Company Advisory
Public Companies
Financial Sponsors
M&A Advisory
Has Been Acquired By
M&A Advisory
Safe Foods Corporation
Financial Advisor
Healthcare Services
Financial Sponsors
Private Company Advisory
M&A Advisory
Has Been Sold To
M&A Advisory
Zaxby's
Financial Advisor
Restaurants
Private Company Advisory
Private Companies
M&A Advisory
A Portfolio Company of
Has Been Acquired By
M&A Advisory
Trachte USA
Financial Advisor
Power & Industrial Technology
Private Companies
Private Company Advisory
Financial Sponsors
