Vertically Focused Software 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

Vertically Focused Software Applications

We provide expert advisory and execution for vertically focused software providers seeking M&A, capital raising and capital solutions. Our team has experience with developer platforms, consumer-facing applications, B2B marketplaces, and more.

Our senior bankers capitalize on opportunities arising from consolidation throughout the value chain, and convergence-driven acquisition opportunities, on behalf of our clients. We recognize the forces accelerating innovation across key business models, including for public and private vertically focused software providers in search of debt and equity capital.

Featured Transactions

  • M&A Advisory

    Has Sold A Minority Stake To

    M&A Advisory

    Advancis

    FINANCIAL ADVISER

    Technology, Media & Telecom

    Not Disclosed

    11/26/2024

    Learn More
  • M&A Advisory

    Has Been Acquired By

    M&A Advisory

    GlobalWorx Inc.

    Financial Advisor

    Technology, Media & Telecom

    Private Companies

    Not Disclosed

    06/21/2024

    Learn More
  • M&A Advisory

    Has Sold A Majority Stake To

    M&A Advisory

    Vectron Systems AG

    Financial Advisor

    Technology, Media & Telecom

    Not Disclosed

    06/17/2024

    Learn More
  • M&A Advisory

    Has Received An Investment From

    $30 Million

    M&A Advisory

    Ecotrak, LLC

    Financial Advisor

    Technology, Media & Telecom

    Private Companies

    $30 Million

    04/15/2024

    Learn More

Senior Bankers