Stephens Investment Banking: Site & Incentive Services | 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.


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

Site & Incentive

We utilize the full scope of resources across Stephens Inc. to help companies achieve facility, location, and workforce initiatives. This process uncovers geography-specific financial incentives and potential savings to support project ROI in line with capital raising and M&A strategy.

How We Work

Long-term relationships are paramount to our success at Stephens. We focus on honesty, efficiency, and assisting the client with developing a financial incentive or benefit arrangement addressing the client’s particular needs.

Clients that engage Stephens to navigate site and incentive work can maintain a buffer of confidentiality, negotiate effectively with public entities, and enable the company’s executive leadership to focus on their core competencies.

Site & Building Evaluation

Identify multiple site / building locations based on specific client needs: acreage, square feet, interstate, rail & port access, proximity to airport, utility requirements, etc.

Labor & Demographic Analysis

Logistics Analysis

Comparative Cost Review

Financial Incentive Negotiation

ROI-Seeking Processes

Mike Preston, Managing Director and Head of the Site & Incentive Group, explains the major considerations for companies that are pursuing strategic enhancements. In this Capital Thinking piece, he demonstrates how several companies have achieved success, and explains the risks of a do-it-yourself approach.

Learn more

Senior Consultant

News & Perspectives