Transactions | Stephens

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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.

Investment Banking

Transactions

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.

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Financial Sponsors
  • M&A Advisory | Financial Advisor

    03/11/2024

    Diversified Industrials & Services

    Complete

  • Equity Capital Markets | Underwriter

    $126 Million

    03/06/2024

    Energy & Clean Energy Transition

    Complete

  • M&A Advisory | Financial Advisor

    10/20/2023

    Power & Industrial Technology

    Complete

  • M&A Advisory | Financial Advisor

    10/12/2023

    Diversified Industrials & Services

    Complete

  • M&A Advisory | Financial Advisor

    09/06/2023

    Diversified Industrials & Services

    Complete

  • M&A Advisory | Financial Advisor

    08/09/2023

    Diversified Industrials & Services

    Complete

  • M&A Advisory | Advisor

    07/17/2023

    Power & Industrial Technology

    Complete

  • M&A Advisory | Advisor

    06/16/2023

    Consumer

    Complete

  • M&A Advisory | EXCLUSIVE SELL-SIDE ADVISOR

    06/15/2023

    Specialty Distribution

    Complete

  • M&A Advisory | Financial Advisor

    01/26/2023

    Technology, Media & Telecom

    Complete

  • M&A Advisory | Sell-side Advisor

    01/17/2023

    Specialty Distribution

    Complete

  • M&A Advisory | Financial Advisor

    12/19/2022

    Diversified Industrials & Services

    Complete

  • M&A Advisory

    Has Been Acquired By

    M&A Advisory

    Hercules Forwarding, Inc.

    Financial Advisor

    Private Company Advisory

    Public Companies

    Financial Sponsors

    Not Disclosed

    03/11/2024

    Learn More
  • Equity Capital Markets

    Secondary Offering

    $126 Million

    Equity Capital Markets

    Crescent Energy

    Underwriter

    Public Companies

    Financial Sponsors

    $126 Million

    03/06/2024

    Learn More
  • M&A Advisory

    Has Been Acquired By

    M&A Advisory

    Central Moloney

    Financial Advisor

    Financial Sponsors

    Not Disclosed

    10/20/2023

    Learn More
  • M&A Advisory

    Has Been Acquired By

    M&A Advisory

    Knight Commercial

    Financial Advisor

    Financial Sponsors

    Not Disclosed

    10/12/2023

    Learn More
  • M&A Advisory

    A Portfolio Company Of

    Has Been Acquired By

    M&A Advisory

    CAV Systems Group

    Financial Advisor

    Financial Sponsors

    Not Disclosed

    09/06/2023

    Learn More
  • M&A Advisory

    Invested Alongside

    Cabot Square Capital Logo

    In

    M&A Advisory

    MML Infrastructure

    Financial Advisor

    Financial Sponsors

    Not Disclosed

    08/09/2023

    Learn More
  • M&A Advisory

    A Portfolio Company Of

    Has Been Acquired By

    M&A Advisory

    EDSCO Fasteners, LLC

    Advisor

    Financial Sponsors

    Not Disclosed

    07/17/2023

    Learn More
  • M&A Advisory

    Has Been Acquired By

    M&A Advisory

    Freshcut Foods

    Advisor

    Financial Sponsors

    Not Disclosed

    06/16/2023

    Learn More
  • M&A Advisory

    A Portfolio Company Of

    Has Been Acquired By

    M&A Advisory

    Nwestco, LLC

    EXCLUSIVE SELL-SIDE ADVISOR

    Financial Sponsors

    Not Disclosed

    06/15/2023

    Learn More
  • M&A Advisory

    A Portfolio Company Of

    Has Combined With

    A Portfolio Company Of

    M&A Advisory

    NXTsoft

    Financial Advisor

    Financial Sponsors

    Not Disclosed

    01/26/2023

    Learn More
  • M&A Advisory

    Has Been Acquired By

    A Portfolio Company Of

    M&A Advisory

    Yoder Oil Co.

    Sell-side Advisor

    Financial Sponsors

    Not Disclosed

    01/17/2023

    Learn More
  • M&A Advisory

    Has Been Acquired By

    M&A Advisory

    Gulf Winds International

    Financial Advisor

    Financial Sponsors

    Not Disclosed

    12/19/2022

    Learn More

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