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.
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.
$450 Million
04/15/2024
Healthcare Services
Complete
$75 Million
03/28/2024
Financial Institutions
Complete
$66 Million
03/28/2024
Financial Institutions
Pending
03/14/2024
Diversified Industrials & Services
Complete
$127 Million
03/14/2024
Diversified Industrials & Services
Complete
03/11/2024
Diversified Industrials & Services
Complete
$126 Million
03/06/2024
Energy & Clean Energy Transition
Complete
$500 Million
02/21/2024
Financial Institutions
Complete
$351 Million
01/17/2024
Energy & Clean Energy Transition
Complete
$286 Million
01/16/2024
Financial Institutions
Complete
Equity Capital Markets
Initial Public Offering
$450 Million
Equity Capital Markets
PACS Group, Inc.
Underwriter
Public Companies
Equity Capital Markets
Follow-On Offering
$75 Million
Equity Capital Markets
Five Star Bancorp
UnderWriter
Public Companies
M&A Advisory
Has Agreed to Acquire
$66 Million
M&A Advisory
Capital Bancorp, Inc.
Advisor & Fairness Opinion
Public Companies
M&A Advisory
In Partnership With
Has Made A Strategic Growth Investment In
M&A Advisory
Broadwing Capital Management
Financial Advisor
Financial Sponsors
Family Office Advisory
Equity Capital Markets
Follow-On Offering
$127 Million
Equity Capital Markets
Cadre Holdings, Inc.
Bookrunner
Public Companies
M&A Advisory
Has Been Acquired By
M&A Advisory
Hercules Forwarding, Inc.
Financial Advisor
Private Company Advisory
Public Companies
Financial Sponsors
Equity Capital Markets
Secondary Offering
$126 Million
Equity Capital Markets
Crescent Energy
Underwriter
Public Companies
Financial Sponsors
M&A Advisory
Has Been Acquired By
Debt Capital Markets
Senior Unsecured Notes
$500 Million
Debt Capital Markets
FirstCash, Inc.
Joint Lead Manager
Public Companies
Equity Capital Markets
Follow-On Offering
$351 Million
M&A Advisory
Has Agreed To Merge With
$286 Million
M&A Advisory
FirstSun Capital Bancorp
Financial Advisor & Fairness Opinion
Public Companies
M&A Advisory
Has Been Acquired By An Undisclosed Buyer
M&A Advisory
Morning Fresh Farms
Financial Advisor
Private Companies
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