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.

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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Private Company Advisory
  • M&A Advisory

    Has Been Acquired By

    M&A Advisory

    Safe Foods Corporation

    Financial Advisor

    Financial Sponsors

    Private Company Advisory

    Not Disclosed

    09/21/2021

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  • M&A Advisory

    Has Been Sold To

    M&A Advisory

    Zaxby's

    Financial Advisor

    Private Company Advisory

    Private Companies

    Not Disclosed

    12/28/2020

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  • M&A Advisory

    A Portfolio Company of

    Has Been Acquired By

    M&A Advisory

    Trachte USA

    Financial Advisor

    Private Companies

    Private Company Advisory

    Financial Sponsors

    Not Disclosed

    09/22/2020

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  • M&A Advisory

    Has Acquired

    $165 Million

    M&A Advisory

    Utz Brands, Inc.

    Financial Advisor

    Private Companies

    Private Company Advisory

    $165 Million

    12/14/2017

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  • M&A Advisory

    Has Received Investment From

    Metropoulos & Co.

    M&A Advisory

    Utz Quality Foods, LLC

    Financial Advisor

    Private Companies

    Private Company Advisory

    Not Disclosed

    09/21/2016

    Learn More