Investment Banking
Stephens will never ask clients or prospective clients for personal or financial information, or provide investment advice, via social media, or WhatsApp.
If you have any questions or concerns about someone from Stephens contacting you, please call your Stephens Representative or reach out to us via our Contact Us form.
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 bettering the communities where we live and operate. We do this by supporting corporate philanthropy, economic and financial literacy advocacy, and professional success.
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 is the official investment banking partner of Williams Racing, one of the most winning teams in F1 history. We share that tradition of success.
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
From how information is transmitted to how it is consumed, we know the trends affecting companies in the Technology, Media and Telecom (TMT) sector, as well as how to apply those insights to successful capital raising and M&A strategies for our clients.
The TMT investment banking team creates innovative solutions for firms that build the code, content and infrastructure of modern communication systems. Whether it is cloud-based software or multimedia publishing, our experts grasp nuances within each subsector that are essential to the client’s investment banking needs.
Internet of Things
We access debt and equity capital for firms on the forefront of connecting the physical environment to the internet.
Financial Technology & Payments
Stephens helps companies shaping the borrowing and spending landscape to achieve their M&A and capital raising goals.
Healthcare IT
We work with software and tech-enabled firms serving healthcare providers and payers, employer and consumer health programs, the life sciences sector, and more.
Media
We serve some of the largest names in media and advertising, and maintain active dialogue with key decision-makers.
Property and Lending Technology and Services
We have expertise across the residential and commercial proptech value chains. Our team provides a full range of services to the real-estate related technology vertical.
Security Software
Senior bankers provide M&A and capital raising solutions for businesses focused on securing endpoints, networks, the cloud, communications, applications, data and identities.
Telecommunications
Service providers in the telecom space require advice for the digital age that understands how their past informs their future.
Vertically Focused Software Applications
Consolidation throughout the value chain is a core strategy for many software providers, including those in search of capital.
One of the most important enterprise valuation drivers—specifically for Software as a Service (SaaS) businesses—is revenue growth. During the pandemic, SaaS company revenue multiples were at an all-time high in both the public and private capital markets. In a historically low interest rate environment, “growth-at-all-costs” became an unfortunately familiar phrase.
Why does a path to profitability matter to investors—arguably now more than ever?
M&A Advisory
Has Been Acquired By
M&A Advisory
Klaes
Financial Advisor
Technology, Media & Telecom
Private Companies
04/16/2026
Learn MoreM&A Advisory
A Portfolio Company Of
Has Acquired
M&A Advisory
Nth Degree
Financial Advisor
Media
Financial Sponsors
Private Companies
04/02/2026
Learn MoreM&A Advisory
A Portfolio Company Of
Has Sold
To
M&A Advisory
A Portfolio Company Of
Has Entered Into An Agreement To Be Sold To
M&A Advisory
Threema
Sell-side Advisor
Technology, Media & Telecom
Financial Sponsors
Private Companies
01/01/2026
Learn MoreEquity Capital Markets
Follow-On Offering
$129 Million
Equity Capital Markets
Stewart Information Services
Underwriter
Property and Lending Technology and Services
Public Companies
M&A Advisory
A Portfolio Company Of
Has Merged With
A Portfolio Company Of
M&A Advisory
Trustmarque Group & Ultima Business Solutions
Financial Advisor
Technology, Media & Telecom
Private Companies
Financial Sponsors
11/03/2025
Learn MoreM&A Advisory
Has Been Acquired By
M&A Advisory
Has Acquired
A Portfolio Company Of
M&A Advisory
GTCR
FINANCIAL ADVISOR
Vertically Focused Software Applications
Private Companies
Financial Sponsors
08/27/2025
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