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 corporate philanthropy; economic and financial literacy advocacy; and diversity, equity, and inclusion initiatives.
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.
Each client, and each investment banking transaction, is unique. However, we bring a wealth of experience and depth of expertise to all assignments, delivering consistently insightful perspectives coupled with strong execution.
$70 Million
11/01/2024
Financial Institutions
Pending
$127 Million
11/01/2024
Financial Institutions
Pending
10/28/2024
Financial Institutions
Complete
$350 Million
10/21/2024
Financial Institutions
Pending
$504 Million
10/03/2024
Specialty Finance
Complete
$109 Million
10/02/2024
Healthcare Services
Complete
$168.0 Million
10/01/2024
Energy & Clean Energy Transition
Complete
$98.0 Million
10/01/2024
Energy & Clean Energy Transition
Complete
$41.0 Million(1)
09/30/2024
Financial Institutions
Pending
09/30/2024
Financial Institutions
Complete
$150 Million
09/26/2024
Financial Institutions
Pending
Equity Capital Markets
Follow-On Offering
$70 Million
Equity Capital Markets
Mid Penn Bancorp, Inc.
LEAD BOOK-RUNNING MANAGER
Public Companies
M&A Advisory
Has Agreed To Acquire
$127 Million
M&A Advisory
Mid Penn Bancorp, Inc.
FINANCIAL ADVISOR
Public Companies
M&A Advisory
Has Received An Equity Investment From
M&A Advisory
Openwork Holdings Limited
Sole Financial Advisor
Private Companies
Equity Capital Markets
Follow-On Offering
$350 Million
Equity Capital Markets
Atlantic Union Bankshares Corporation
Underwriter
Public Companies
M&A Advisory
Has Agreed To Acquire
$504 Million
M&A Advisory
IQVentures Holdings, LLC
Financial Advisor
Public Companies
Equity Capital Markets
Follow-On Offering
$109 Million
Equity Capital Markets
The Pennant Group, Inc.
UNDERWRITER
Public Companies
M&A Advisory
Has Been Acquired By
M&A Advisory
Has Divested Assets In The Central Eagle Ford To
$168.0 Million
M&A Advisory
Undisclosed Seller
Financial Advisor
Private Companies
M&A Advisory
Has Divested Assets In Oklahoma To
$98.0 Million
M&A Advisory
Undisclosed Seller
Financial Advisor
Private Companies
M&A Advisory
Has Agreed To Acquire
$41.0 Million(1)
M&A Advisory
Byline Bancorp, Inc.
Financial Advisor
Public Companies
M&A Advisory
A Portfolio Company Of
Has Been Acquired By
Equity Capital Markets
Follow-On Offering
$150 Million
Equity Capital Markets
Amerant Bancorp, Inc.
Lead Book-Running Manager
Public Companies
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