View All Stephens Investment Banking 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 bettering the communities where we live and operate. We do this by supporting corporate philanthropy, economic and financial literacy advocacy, and professional success.

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.

Stephens & Atlassian Williams F1 Team

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.

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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  • M&A Advisory | Financial Advisor

    06/09/2026

    Diversified Industrials & Services

    Complete

  • M&A Advisory | Financial Advisor

    05/05/2026

    Food & Agribusiness

    Complete

  • Debt Capital Markets | Financial Advisor

    05/05/2026

    Food & Agribusiness

    Complete

  • M&A Advisory | Financial Advisor

    04/02/2026

    Media

    Complete

  • M&A Advisory | Placement Agent

    $670 Million

    02/11/2026

    Energy & Clean Energy Transition

    Complete

  • M&A Advisory | Buy-side Financial Advisor

    02/04/2026

    Specialty Distribution

    Complete

  • M&A Advisory | Financial Advisor

    01/05/2026

    Energy & Clean Energy Transition

    Complete

  • M&A Advisory | Sell-side Advisor

    01/01/2026

    Technology, Media & Telecom

    Pending

  • M&A Advisory | Financial Advisor

    12/10/2025

    Building Products, Materials & Technology

    Complete

  • Debt Capital Markets | Financial Advisor

    12/03/2025

    Consumer Products & Retail

    Complete

  • M&A Advisory | Financial Advisor

    $420 Million

    12/01/2025

    Specialty Finance

    Complete

  • M&A Advisory | Financial Advisor

    11/26/2025

    Food & Agribusiness

    Complete

  • M&A Advisory

    Has Partnered With

    M&A Advisory

    Platte River Equity

    Financial Advisor

    Financial Sponsors

    Private Companies

  • 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

  • Debt Capital Markets

    Has Raised Debt Financing To Support Its Acquisition Of

    Debt Capital Markets

    Royal Cup Coffee and Tea

    Financial Advisor

    Private Companies

    Public Companies

    Financial Sponsors

  • M&A Advisory

    A Portfolio Company Of

    Has Acquired

    M&A Advisory

    Nth Degree

    Financial Advisor

    Financial Sponsors

    Private Companies

  • M&A Advisory

    Have Acquired Assets From

    $670 Million

    M&A Advisory

    Warwick Capital Partners

    Placement Agent

    Private Companies

    Public Companies

    Financial Sponsors

    $670 Million

    02/11/2026

    Learn More Right Arrow
  • M&A Advisory

    A Portfolio Company Of

    Has Acquired

    M&A Advisory

    Total PowerGen Solutions

    Buy-side Financial Advisor

    Financial Sponsors

    Private Companies

  • M&A Advisory

    In Partnership With

    Has Acquired the Permian Assets Of

    M&A Advisory

    Karis Midstream Partners

    Financial Advisor

    Financial Sponsors

    Private Companies

  • M&A Advisory

    A Portfolio Company Of

    Has Entered Into An Agreement To Be Sold To

    M&A Advisory

    Threema

    Sell-side Advisor

    Financial Sponsors

    Private Companies

  • M&A Advisory

    Has Acquired

    M&A Advisory

    Ancala Partners LLP

    Financial Advisor

    Financial Sponsors

  • Debt Capital Markets

    A Portfolio Company Of

    Has Received A Credit Investment From

    Debt Capital Markets

    Palmetto Moon, LLC

    Financial Advisor

    Financial Sponsors

    Private Companies

  • M&A Advisory

    Has Acquired

    A Portfolio Company Of

    $420 Million

    M&A Advisory

    PROG Holdings, Inc.

    Financial Advisor

    Financial Sponsors

    $420 Million

    12/01/2025

    Learn More Right Arrow
  • M&A Advisory

    Has Been Acquired By

    M&A Advisory

    Royal Cup, Inc.

    Financial Advisor

    Private Companies

    Financial Sponsors

    Family Office Advisory

Transaction Announcements

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