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

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

  • 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
  • M&A Advisory

    A Portfolio Company Of

    Has Been Acquired By

    $207.3 Million

    M&A Advisory

    Periscope Holdings, Inc.

    Financial Advisor

    Vertically Focused Software Applications

    Financial Sponsors

    $207.3 Million

    08/31/2021

    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
  • M&A Advisory

    Has Merged With

    A Portfolio Company of

    M&A Advisory

    SCRAM Systems®

    Financial Advisor

    Internet of Things

    Not Disclosed

    04/30/2021

    Learn More

Senior Bankers