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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Financial Advisor and Fairness Opinion

Independent Bank Group, Inc.

$434 Million 11/21/2016 Depository Complete
Lead Bankers: Kade Machen, Justin Evans
Public Companies
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Transaction Details

  • Aggregate merger consideration of $434 million based on an Independent Bank Group, Inc. (“IBTX”) negotiated price of $47.40 per share
  • Based on an IBTX closing stock price of $53.95 per share on November 18, 2016, IBTX will issue approximately 8.9 million shares of stock to Carlile Bancshares (“Carlile”) common stock holders and will pay approximately $13.7 million in cash to Carlile option holders
  • Carlile is permitted to pay a pre-closing cash distribution to its shareholders in an aggregate amount of up to $55.25 million
Sources: Transaction press release and related investor presentation
  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 external sources which we consider reliable, but we have not independently verified such information and do not guarantee that it is accurate or complete. Such information is believed to be accurate on the date of issuance of the material. 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.