Investment Banking
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If you have any questions or concerns about someone from Stephens contacting you, please call your Stephens Representative or reach out to us via our Contact Us form.
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.
$448 Million
08/17/2026
Financial Institutions
Pending
$120 Million
07/22/2026
Financial Institutions
Pending
$166 Million
07/14/2026
Financial Institutions
Pending
$77.7 Million
06/17/2026
Depository
Complete
05/29/2026
Financial Institutions
Pending
$300 Million
05/04/2026
Depository
Pending
$105.7 Million
01/27/2026
Depository
Pending
$502 Million
11/28/2025
Financial Institutions
Complete
M&A Advisory
Has Agreed To Be Acquired By
$448 Million
M&A Advisory
Blue Ridge Bankshares, Inc.
Financial Advisor
Public Companies
Equity Capital Markets
Initial Public Offering
$122 Million
Equity Capital Markets
River City Bank
Underwriter
Public Companies
Equity Capital Markets
Follow-On Offering
$120 Million
Equity Capital Markets
Five Star Bancorp
Underwriter
Public Companies
M&A Advisory
Has Agreed To Be Acquired By
$208 Million
M&A Advisory
Has Agreed To Acquire
$166 Million
M&A Advisory
Has Agreed To Merge With
Equity Capital Markets
Private Placement
$77.7 Million
Equity Capital Markets
Georgia Banking Company, Inc.
Co-Placement Agent
Private Companies
M&A Advisory
Has Agreed To Be Acquired By
M&A Advisory
Maple Financial Holdings, Inc.
Financial Advisor
Private Companies
05/29/2026
Learn MoreDebt Capital Markets
Subordinated Notes
$300 Million
M&A Advisory
Has Agreed To Acquire
$105.7 Million
M&A Advisory
Stock Yards Bancorp, Inc.
Financial Advisor
Public Companies
M&A Advisory
Has Agreed To Merge With
$354 Million
M&A Advisory
LINKBANCORP, Inc.
Financial Advisor
Public Companies
M&A Advisory
Has Sold Substantially All Of Its Equipment Finance Portfolio To An Affiliate Of
$502 Million
M&A Advisory
Midland States Bancorp, Inc.
Financial Advisor
Public Companies
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