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.
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.
$214 Million
01/10/2025
Depository
Pending
$125 Million
01/02/2025
Energy & Clean Energy Transition
Complete
$270 Million
12/17/2024
Financial Institutions
Pending
$30 Million
12/13/2024
Health & Life Sciences
Pending
$85 Million
12/10/2024
Depository
Pending
$80 Million
12/03/2024
Financial Institutions
Pending
$301 Million
12/03/2024
Energy & Clean Energy Transition
Complete
$80 Million
12/02/2024
Depository
Pending
$125 Million
11/12/2024
Financial Institutions
Pending
$73 Million
11/12/2024
Health & Life Sciences
Pending
$127 Million
11/01/2024
Financial Institutions
Pending
$70 Million
11/01/2024
Financial Institutions
Pending
M&A Advisory
Has Agreed To Merge With
$214 Million
M&A Advisory
CNB Financial Corporation
Financial Advisor
Public Companies
M&A Advisory
Has Been Acquired By
$125 Million
M&A Advisory
Profire Energy, Inc.
Financial Advisor
Public Companies
M&A Advisory
Has Agreed To Be Acquired By
$270 Million
M&A Advisory
Penns Woods Bancorp, Inc.
FINANCIAL ADVISER
Public Companies
Equity Capital Markets
Follow-On Offering
$30 Million
Equity Capital Markets
Inovio Pharmaceuticals, Inc.
UNDERWRITER
Public Companies
Financial Sponsors
Equity Capital Markets
Follow-On Offering
$85 Million
Equity Capital Markets
Coastal Financial Corporation
UNDERWRITER
Public Companies
M&A Advisory
Has Agreed To Acquire
$80 Million
M&A Advisory
United Community Banks, Inc.
FINANCIAL ADVISOR
Public Companies
Equity Capital Markets
Follow-On Offering
$301 Million
Equity Capital Markets
Crescent Energy Company
UNDERWRITER
Public Companies
Financial Sponsors
Equity Capital Markets
Follow-On Offering
$80 Million
Equity Capital Markets
Equity Bancshares, Inc.
SOLE BOOK-RUNNING MANAGER
Public Companies
Equity Capital Markets
Follow-On Offering
$125 Million
Equity Capital Markets
Dime Community Bancshares, Inc.
UNDERWRITER
Public Companies
M&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
Has Agreed To Acquire
$127 Million
M&A Advisory
Mid Penn Bancorp, Inc.
FINANCIAL ADVISOR
Public Companies
Equity Capital Markets
Follow-On Offering
$70 Million
Equity Capital Markets
Mid Penn Bancorp, Inc.
LEAD BOOK-RUNNING MANAGER
Public Companies
Subscribe to receive the latest Stephens Investment Banking transaction announcements to your inbox.
Success
You're now subscribed.