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.

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Co-Manager

Coastal Financial Corporation

$30 Million 12/14/2021 Depository Complete
Public Companies
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Transaction Details

  • On December 14, 2021, Coastal Financial Corporation (NASDAQ: CCB) (“Coastal” or the “Company”), the holding company for Coastal Community Bank (the “Bank”), announced the pricing of an underwritten public offering of 740,742 shares of its common stock at a price to the public of $40.50 per share
    • All shares were primary shares offered by the Company
  • Coastal also granted the underwriters a 30-day option to purchase up to an additional 111,111 shares of its common stock
  • The Company intends to use the net proceeds from this offering for general corporate purposes, including, without limitation, supporting investment opportunities and the Bank’s growth

About the company

Coastal Financial Corporation
Coastal Financial Corporation (Nasdaq: CCB), is an Everett, Washington-based bank holding company whose wholly owned subsidiaries are Coastal Community Bank and Arlington Olympic LLC. The Bank provides service through 14 branches in Snohomish, Island, and King Counties in Washington, the Internet and its mobile banking application. The Bank, through its CCBX division, provides banking as a service (“BaaS”) that allows its broker-dealer and digital financial service partners to offer their customers banking services. As of September 30, 2021, Coastal had total assets of $2.45 billion, total loans receivable of $1.71 billion, total deposits of $2.22 billion, and total shareholders’ equity of $161.1 million.

Sources: Company filings and press release
  1. This material has been prepared solely for informative purposes as of its stated date and is not a solicitation, or an offer, to buy or sell any security. It does not purport to be a complete description of the securities, markets or developments referred to in the material. Information included in the material was obtained from sources which we consider reliable, but we have not independently verified such information and do not guarantee that it is accurate or complete. No subsequent publication or distribution of this material shall mean or imply that any such information or opinion remains current at any time after the stated date of the material. We do not undertake to advise you of any changes in any such information or opinion. Additional information is available upon request.

  2. “Stephens” (the company brand name) is a leading family-owned investment firm comprising the businesses of investment banking, advisory, sales and trading, research, insurance, and wealth management. Founded in 1933, Stephens’ US operations are headquartered in Little Rock, AR, with additional locations in strategic domestic markets and European practice in England and Germany. Stephens is committed to building long-term value for corporations, state and local governments, financial institutions, and institutional and individual investors. Stephens’ affiliates include (among others): Stephens Inc. (offers securities products; member NYSE SIPC), Stephens Investment Management Group, Stephens Insurance, LLC, Stephens Capital Partners LLC, and Stephens Europe Limited. © 2021 Stephens. For more information, visit www.stephens.com. Stephens Inc. is regulated by the United States Securities and Exchange Commission and the Financial Industry Regulatory Authority (Home Office: 111 Center Street, Little Rock, AR USA, 501-377-2000).