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.

Technology, Media & Telecom

Security Software

We access deep relationships with decision makers at strategic and financial buyers to help businesses focused on securing endpoints, networks, the cloud, communications, applications, data and identities achieve their investment banking goals.

Our senior bankers provide tremendous attention to clients, and possess an exceptional understanding of Security Software themes and trends. This allows us to drive processes that result in advantageous valuations for our clients. In addition to a strong track record in M&A transactions, we also have expertise in public equity and debt offerings for the subsector.

Featured Transactions

  • M&A Advisory

    Has Been Acquired By

    A Portfolio Company Of

    M&A Advisory

    Cryptshare

    Sell-side Advisor

    Security Software

    Financial Sponsors

    Not Disclosed

    03/24/2022

    Learn More
  • M&A Advisory

    Has Acquired

    M&A Advisory

    Belden Inc.

    Financial Advisor

    Security Software

    Private Companies

    Not Disclosed

    01/17/2022

    Learn More
  • M&A Advisory

    Has Been Acquired By

    M&A Advisory

    CyberMaxx, LLC

    Financial Advisor

    Healthcare IT

    Financial Sponsors

    Not Disclosed

    08/17/2021

    Learn More
  • M&A Advisory

    Substantially All of the Assets of

    Have Been Acquired By

    M&A Advisory

    Terbium Labs, Inc.

    Financial Advisor

    Security Software

    Not Disclosed

    06/15/2021

    Learn More

Senior Bankers