Investment Banking
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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 bettering the communities where we live and operate. We do this by supporting corporate philanthropy, economic and financial literacy advocacy, and professional success.
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.
Investment Banking
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.
02/01/2026
Energy & Clean Energy Transition
Complete
$2.0 Billion
10/28/2025
Energy & Clean Energy Transition
Complete
08/07/2025
Building Products, Materials & Technology
Complete
$73 Million
11/12/2024
Health & Life Sciences
Pending
11/08/2024
Diversified Industrials & Services
Pending
M&A Advisory
A Portfolio Company Of
Has Acquired
M&A Advisory
Royal Cup Coffee and Tea
Financial Advisor
Private Companies
Public Companies
Financial Sponsors
Family Office Advisory
05/05/2026
Learn MoreM&A Advisory
Recapitalized Its Fund 15 Mineral And Royalty Partnership
M&A Advisory
Coronado Resources
Financial Advisor
Family Office Advisory
Private Companies
02/01/2026
Learn MoreM&A Advisory
Has Been Acquired By
M&A Advisory
Royal Cup, Inc.
Financial Advisor
Private Companies
Financial Sponsors
Family Office Advisory
11/26/2025
Learn MoreM&A Advisory
Has Been Acquired By
M&A Advisory
Buske Logistics
Financial Advisor
Private Company Advisory
Private Companies
Family Office Advisory
Financial Sponsors
11/04/2025
Learn MoreM&A Advisory
A Portfolio Company Of
Has Been Acquired By
M&A Advisory
Cotton Holdings, Inc.
Financial Advisor
Private Companies
Financial Sponsors
Family Office Advisory
10/28/2025
Learn MoreM&A Advisory
$2.0 Billion
M&A Advisory
EnCap Investments L.P.
Co-Financial Advisor
Family Office Advisory
Financial Sponsors
Private Companies
M&A Advisory
A Portfolio Company Of
Has Been Acquired By
M&A Advisory
Airo Mechanical
FINANCIAL ADVISOR
Private Companies
Family Office Advisory
Financial Sponsors
08/07/2025
Learn MoreM&A Advisory
Has Partnered With
M&A Advisory
Pediatrics Plus
FINANCIAL ADVISOR
Financial Sponsors
Family Office Advisory
Private Companies
01/13/2025
Learn MoreM&A Advisory
A Portfolio Company Of
Has Received A Significant Growth Capital Investment From
M&A Advisory
The Computer Works
FINANCIAL ADVISOR
Family Office Advisory
Private Companies
12/11/2024
Learn MoreM&A Advisory
Has Divested
To
$73 Million
M&A Advisory
BioLife Solutions, Inc.
Financial Advisor
Public Companies
Private Companies
Family Office Advisory
Financial Sponsors
M&A Advisory
A Portfolio Company Of
Has Been Acquired By
M&A Advisory
Dynamic National
FINANCIAL ADVISOR
Private Companies
Family Office Advisory
Financial Sponsors
11/08/2024
Learn MoreM&A Advisory
A Portfolio Company Of
Has Been Acquired By
M&A Advisory
Novatech, Inc.
Sell-Side Advisor
Financial Sponsors
Private Companies
Family Office Advisory
09/17/2024
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