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.
A Portfolio Company of
Has Been Acquired by
For 40 years, EiKO Global, LLC has delivered the industry's best lighting products. Carrying over 5,000 SKUs and the broadest selection of any manufacturer in its class, EiKO is committed to providing innovative products, unique solutions and unmatched support to its customers. For more information, visit https://www.eiko.com/.
Headquartered in Newtown Square, PA, Inverness Graham is an operationally focused private investment firm with over $500 million of assets under management. Inverness Graham acquires high growth, innovative manufacturing and services companies. Founded by senior executives of the Graham Group, a family owned multi-national industrial concern, they bring unparalleled resources developed over a 50-year operating history to support their portfolio of companies. Inverness Graham partners with businesses to provide the financial and operational support necessary to accelerate growth while enabling owners to achieve their key liquidity objectives. For more information, visit http://www.invernessgraham.com/.
About Stephens Capital Partners
Stephens Capital Partners LLC (“SCP”) is the principal investing arm of the Warren A. Stephens family and an affiliate of Stephens Inc. SCP identifies opportunities to work with industry-leading management teams with a long-term perspective. SCP provides companies with capital for purposes of growth, recapitalization and leveraged buyouts.
About Charter Oak Equity
Charter Oak Equity and its predecessor funds have invested in private equity since 1992. Charter Oak focuses on niche manufacturing, packaging, medical products & services, specialty chemicals, consumer products and financial services companies up to $150 million in enterprise value. To date, over $500 million in control-oriented capital has been invested in 30 portfolio companies through over 50 acquisitions. For more about Charter Oak Equity please go to www.charteroak-equity.com
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Leonardo Has Agreed To Sell Air Traffic Management (ATM) Activities Of Selex ES Inc. To Indra Air Traffic, Inc. Stephens served as exclusive financial advisor to Leonardo.