Investment Banking
Stephens will never ask clients or prospective clients for personal or financial information, or provide investment advice, via social media, or WhatsApp.
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.
$318 Million of Manufactured Housing Loans
09/03/2024
Financial Institutions
Complete
$412.5 Million
06/12/2020
Financial Technology & Payments
Complete
$215 Million
12/03/2019
Financial Technology & Payments
Complete
01/02/2018
Financial Technology & Payments
Complete
$64 Million
04/08/2015
Specialty Finance
Complete
$111 Million
05/08/2014
Specialty Finance
Complete
$59 Million
07/17/2013
Specialty Finance
Complete
M&A Advisory
Has Sold Assets To
$318 Million of Manufactured Housing Loans
M&A Advisory
United Community Banks, Inc.
Financial Advisor
Public Companies
Equity Capital Markets
Initial Public Offering
$240 Million
Equity Capital Markets
P10, Inc.
Book-Running Manager
Public Companies
M&A Advisory
Has Acquired
M&A Advisory
Radius Payment Solutions Limited
Financial Advisor
Financial Sponsors
05/21/2021
Learn MoreEquity Capital Markets
Follow-On Offering
$412.5 Million
Equity Capital Markets
Cannae Holdings, Inc.
Bookrunner
Public Companies
Equity Capital Markets
Follow-On Offering
$215 Million
Equity Capital Markets
Cannae Holdings, Inc.
Bookrunner
Public Companies
M&A Advisory
Monument Re Group
Has Acquired
Robein Leven N.V.
A Portfolio Company Of
Amerborgh Financial Services B.V.
M&A Advisory
Has Been Acquired By
M&A Advisory
Has Acquired
Optimal Blue
Equity Capital Markets
Follow-On Offering
$64 Million
Equity Capital Markets
Capitala Investment Group
Co-Manager
Public Companies
Equity Capital Markets
Initial Public Offering
$111 Million
Equity Capital Markets
Alcentra Capital Corp.
Co-Manager
Public Companies
Equity Capital Markets
Follow-On Offering
$59 Million
Equity Capital Markets
Monroe Capital Corp.
Co-Manager
Public Companies
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