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 Company Advisory

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.

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. 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.

Featured Transactions

  • M&A Advisory

    Has Been Acquired By

    M&A Advisory

    Safe Foods Corporation

    Financial Advisor

    Healthcare Services

    Financial Sponsors

    Private Company Advisory

    Not Disclosed

    09/21/2021

    Learn More
  • M&A Advisory

    Has Been Sold To

    M&A Advisory

    Zaxby's

    Financial Advisor

    Restaurants

    Private Company Advisory

    Private Companies

    Not Disclosed

    12/28/2020

    Learn More
  • 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

    Not Disclosed

    09/22/2020

    Learn More
  • M&A Advisory

    Has Acquired

    $165 Million

    M&A Advisory

    Utz Brands, Inc.

    Financial Advisor

    Food & Agribusiness

    Private Companies

    Private Company Advisory

    $165 Million

    12/14/2017

    Learn More

Senior Bankers

News & Perspectives