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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.

Investment Banking

Transactions

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.

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  • Equity Capital Markets | LEAD BOOK-RUNNING MANAGER

    $70 Million

    11/01/2024

    Financial Institutions

    Pending

  • M&A Advisory | FINANCIAL ADVISOR

    $127 Million

    11/01/2024

    Financial Institutions

    Pending

  • M&A Advisory | Sole Financial Advisor

    10/28/2024

    Financial Institutions

    Complete

  • Equity Capital Markets | Underwriter

    $350 Million

    10/21/2024

    Financial Institutions

    Pending

  • M&A Advisory | Financial Advisor

    $504 Million

    10/03/2024

    Specialty Finance

    Complete

  • Equity Capital Markets | UNDERWRITER

    $109 Million

    10/02/2024

    Healthcare Services

    Complete

  • M&A Advisory | Sell-Side Advisor

    10/01/2024

    Consumer

    Complete

  • M&A Advisory | Financial Advisor

    $168.0 Million

    10/01/2024

    Energy & Clean Energy Transition

    Complete

  • M&A Advisory | Financial Advisor

    $98.0 Million

    10/01/2024

    Energy & Clean Energy Transition

    Complete

  • M&A Advisory | Financial Advisor

    $41.0 Million(1)

    09/30/2024

    Financial Institutions

    Pending

  • M&A Advisory | Sole Financial Advisor

    09/30/2024

    Financial Institutions

    Complete

  • Equity Capital Markets | Lead Book-Running Manager

    $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

    $70 Million

    11/01/2024

    Learn More
  • M&A Advisory

    Has Agreed To Acquire

    $127 Million

    M&A Advisory

    Mid Penn Bancorp, Inc.

    FINANCIAL ADVISOR

    Public Companies

    $127 Million

    11/01/2024

    Learn More
  • M&A Advisory

    Has Received An Equity Investment From

    M&A Advisory

    Openwork Holdings Limited

    Sole Financial Advisor

    Private Companies

    Not Disclosed

    10/28/2024

    Learn More
  • Equity Capital Markets

    Follow-On Offering

    $350 Million

    Equity Capital Markets

    Atlantic Union Bankshares Corporation

    Underwriter

    Public Companies

    $350 Million

    10/21/2024

    Learn More
  • M&A Advisory

    Has Agreed To Acquire

    $504 Million

    M&A Advisory

    IQVentures Holdings, LLC

    Financial Advisor

    Public Companies

    $504 Million

    10/03/2024

    Learn More
  • Equity Capital Markets

    Follow-On Offering

    $109 Million

    Equity Capital Markets

    The Pennant Group, Inc.

    UNDERWRITER

    Public Companies

    $109 Million

    10/02/2024

    Learn More
  • M&A Advisory

    Has Been Acquired By

    M&A Advisory

    Great Harvest

    Sell-Side Advisor

    Private Companies

    Not Disclosed

    10/01/2024

    Learn More
  • M&A Advisory

    Has Divested Assets In The Central Eagle Ford To

    $168.0 Million

    M&A Advisory

    Undisclosed Seller

    Financial Advisor

    Private Companies

    $168.0 Million

    10/01/2024

    Learn More
  • M&A Advisory

    Has Divested Assets In Oklahoma To

    $98.0 Million

    M&A Advisory

    Undisclosed Seller

    Financial Advisor

    Private Companies

    $98.0 Million

    10/01/2024

    Learn More
  • M&A Advisory

    Has Agreed To Acquire

    $41.0 Million(1)

    M&A Advisory

    Byline Bancorp, Inc.

    Financial Advisor

    Public Companies

    $41.0 Million(1)

    09/30/2024

    Learn More
  • M&A Advisory

    A Portfolio Company Of

    Has Been Acquired By

    M&A Advisory

    JBR Auto Holdings Limited

    Sole Financial Advisor

    Not Disclosed

    09/30/2024

    Learn More
  • Equity Capital Markets

    Follow-On Offering

    $150 Million

    Equity Capital Markets

    Amerant Bancorp, Inc.

    Lead Book-Running Manager

    Public Companies

    $150 Million

    09/26/2024

    Learn More

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