Investment Banking
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 bettering the communities where we live and operate. We do this by supporting corporate philanthropy, economic and financial literacy advocacy, and professional success.
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.
Investment Banking
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.
$187 Million
05/08/2025
Energy & Clean Energy Transition
Pending
$300 Million
05/08/2025
Power & Industrial Technology
Complete
$1.4 Billion
04/01/2025
Diversified Industrials & Services
Complete
04/01/2025
Energy & Clean Energy Transition
Complete
$245 Million
04/01/2025
Energy & Clean Energy Transition
Complete
$52.5 Million
03/28/2025
Diversified Industrials & Services
Complete
$206 Million
03/17/2025
Financial Institutions
Pending
$300 Million
03/10/2025
Technology, Media & Telecom
Pending
M&A Advisory
Has Agreed To Acquire
$187 Million
M&A Advisory
WhiteHawk Income Corporation
FINANCIAL ADVISOR
Private Companies
Debt Capital Markets
Senior Secured First Mortgage Bonds Due 2034
$300 Million
Debt Capital Markets
Entergy Arkansas, LLC
JOINT BOOKRUNNER
Public Companies
M&A Advisory
A Portfolio Company Of
Has Been Acquired By
A Portfolio Company Of
M&A Advisory
InfraStripe
SELL-SIDE ADVISOR
Private Companies
Family Office Advisory
Financial Sponsors
M&A Advisory
Led The Majority Recapitalization Of
A Portfolio Company Of
M&A Advisory
TZP Group
FINANCIAL ADVISOR
Family Office Advisory
Financial Sponsors
M&A Advisory
Has Been Acquired By
$1.4 Billion
M&A Advisory
Fibrebond Corporation
FINANCIAL ADVISOR
Private Companies
Public Companies
M&A Advisory
Mineral & Royalty Platform
GENERAL PARTNER-LED CONTINUATION FUND
M&A Advisory
Has Been Acquired By
$245 Million
M&A Advisory
Pintail Alternative Energy, L.L.C.
FINANCIAL ADVISOR
Private Companies
M&A Advisory
Has Sold
To
Debt Capital Markets
A Portfolio Company Of
$52.5 Million
Debt Capital Markets
Vintage Parts Inc.
FINANCIAL ADVISOR
Financial Sponsors
Private Companies
M&A Advisory
Has Agreed To Be Acquired By
$206 Million
M&A Advisory
First IC Corporation
FINANCIAL ADVISOR
Public Companies
M&A Advisory
Has Agreed To Be Acquired By
M&A Advisory
Community Unity Bank
FAIRNESS OPINION
Private Companies
Debt Capital Markets
Convertible Senior Notes
$300 Million
Debt Capital Markets
Alkami Technology
UNDERWRITER
Public Companies
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