Property & Lending Technology Investment Banking 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.

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.

Stephens & Williams Racing Partnership

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.

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.

Technology, Media & Telecom

Property & Lending Technology and Services

We have expertise across the residential and commercial proptech value chains. Our real estate and proptech investment banking team provides a full range of services to the real-estate related technology vertical, including access to equity and debt capital markets, buy- and sell-side M&A, and advisory.

Our highly experienced real estate investment bankers understand the needs of private and public firms that offer property and real-estate related technologies and tools. This includes commercial, residential, mortgage, lending, and brokerage. We partner closely with our clients to generate unique ideas and solutions for their growth strategies.

Featured Property & Lending Technology and Services Transactions

  • M&A Advisory

    A Portfolio Company Of

    Has Combined With

    A Portfolio Company Of

    M&A Advisory

    NXTsoft

    Financial Advisor

    Technology, Media & Telecom

    Financial Sponsors

    Not Disclosed

    01/26/2023

    Learn More
  • Equity Capital Markets

    Follow-on Offering

    $43.8 Million

    Equity Capital Markets

    Fathom Holdings Inc.

    Joint Book-Running Manager

    Vertically Focused Software Applications

    Public Companies

    $43.8 Million

    11/18/2021

    Learn More
  • Debt Capital Markets

    Senior Unsecured Notes

    $450 Million

    Debt Capital Markets

    Fidelity National Financial, Inc.

    Co-Manager

    Technology, Media & Telecom

    $450 Million

    09/17/2021

    Learn More
  • M&A Advisory

    Has Acquired

    Boingo’s Multifamily Business

    From

    M&A Advisory

    RealPage, Inc.

    Financial Advisor

    Property and Lending Technology and Services

    Not Disclosed

    05/27/2021

    Learn More

Senior Property & Lending Technology and Services Bankers