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.
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.
We host many highly informative meetings each year with clients, industry decision makers, and thought leaders across the U.S. and in Europe.
M&A Advisory
A Portfolio Company Of
Has Been Acquired By
Novatech
Novatech, Inc., headquartered in Nashville, Tennessee, is an award-winning provider of business technology solutions, specializing in Managed Office Services that streamline technology for businesses nationwide. Novatech offers a comprehensive portfolio of IT, print, cloud, and cybersecurity solutions, ensuring seamless technology integration so companies can focus on their core operations. As one single point of contact for all technology needs, Novatech maximizes productivity, data security, and uptime, eliminating the need for multiple vendors. Committed to innovation and exceptional customer experiences, Novatech transforms how businesses manage technology, ensuring seamless operations and superior support.
Trivest
Trivest Partners, headquartered in Miami with a presence in Charlotte, Chicago, Denver, Los Angeles, New York, and Toronto, is a private investment firm that focuses exclusively on the support and growth of founder-led and family-owned businesses in the U.S. and Canada, in both control and non-control transactions.
Perpetual Capital Partners
Perpetual Capital Partners, based in the Washington D.C. area, is the direct private investing arm of Perpetual Capital, a single-family office investment firm. Operating as a holding company with an evergreen capital base, which enables them to focus on long-term value creation without the constraints of a defined holding period, Perpetual Capital Partners makes control and minority equity investments in private businesses headquartered in the U.S.
This material has been prepared solely for informative purposes as of its date of preparation. It is not a solicitation, recommendation or offer to buy or sell any security and does not provide information on which an investment decision to purchase or sell any securities could be based. 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 that 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 remains current at any time after the date of preparation 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.
“Stephens” (the company brand name) is a leading family-owned investment firm that includes Stephens Inc. (member NYSE/SIPC), Stephens Investment Management Group, LLC, Stephens Insurance, LLC, Stephens Capital Partners LLC and Stephens Europe Limited (Registered office: 12 Arthur Street, London, EC4R 9AB, Registered number 8817024), which is authorised and regulated by the Financial Conduct Authority. © 2024 Stephens