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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.

Stephens & Williams Racing Partnership

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.

Filters

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  • Debt Capital Markets | Debt Advisor

    CHF 80M

    09/18/2024

    Diversified Industrials & Services

    Complete

  • M&A Advisory | Sell-Side Advisor

    09/17/2024

    Services

    Complete

  • Debt Capital Markets | Debt Advisor

    Debt Advisor

    09/17/2024

    Transportation & Logistics

    Complete

  • Debt Capital Markets | Debt Advisor

    Undisclosed

    09/17/2024

    Transportation & Logistics

    Complete

  • M&A Advisory | Financial Advisor

    Undisclosed

    09/10/2024

    Specialty Distribution

    Complete

  • M&A Advisory | Financial and Debt Advisor

    08/08/2024

    Diversified Industrials & Services

    Pending

  • M&A Advisory | Financial Advisor

    07/25/2024

    Services

    Complete

  • M&A Advisory | Financial Advisor

    07/01/2024

    Services

    Complete

  • Debt Capital Markets | Financial Advisor

    05/31/2024

    Diversified Industrials & Services

    Complete

  • Debt Capital Markets | Co-Financial Advisor

    $70 Million

    04/25/2024

    Services

    Complete

  • Equity Capital Markets | Bookrunner

    $146 Million

    03/14/2024

    Diversified Industrials & Services

    Complete

  • M&A Advisory | Financial Advisor

    03/14/2024

    Diversified Industrials & Services

    Complete

  • Debt Capital Markets

    Has Raised Debt Financing In Connection With Its Acquisition Of

    Senior Secured Financing

    CHF 80M

    Debt Capital Markets

    Swiss Life Asset Managers

    Debt Advisor

    CHF 80M

    09/18/2024

    Learn More
  • M&A Advisory

    A Portfolio Company Of

    Has Been Acquired By

    M&A Advisory

    Novatech, Inc.

    Sell-Side Advisor

    Financial Sponsors

    Private Companies

    Family Office Advisory

    Not Disclosed

    09/17/2024

    Learn More
  • Debt Capital Markets

    Leading A Consortium Has A

    Senior Secured Financing

    Debt Advisor

    Debt Capital Markets

    STAR Capital

    Debt Advisor

    Debt Advisor

    09/17/2024

    Learn More
  • Debt Capital Markets

    A Group Acquired By A Consortium Led By

    Has Raised Super Senior Debt Facilities

    Undisclosed

    Debt Capital Markets

    STAR Capital 2

    Debt Advisor

    Undisclosed

    09/17/2024

    Learn More
  • M&A Advisory

    A Portfolio Company Of

    Has Been Acquired By

    Undisclosed

    M&A Advisory

    Total PowerGen Solutions

    Financial Advisor

    Financial Sponsors

    Undisclosed

    09/10/2024

    Learn More
  • M&A Advisory

    Has Agreed To Acquire

    A Portfolio Company Of

    M&A Advisory

    Swiss Life Asset Managers

    Financial and Debt Advisor

    Not Disclosed

    08/08/2024

    Learn More
  • M&A Advisory

    Has Acquired

    M&A Advisory

    Morgan Stanley Capital Partners

    Financial Advisor

    Family Office Advisory

    Financial Sponsors

    Private Companies

    Not Disclosed

    07/25/2024

    Learn More
  • M&A Advisory

    Has Acquired

    M&A Advisory

    Aurora Capital Partners

    Financial Advisor

    Family Office Advisory

    Private Companies

    Financial Sponsors

    Not Disclosed

    07/01/2024

    Learn More
  • Debt Capital Markets

    Has Acquired

    Debt Capital Markets

    Stellex Capital Management

    Financial Advisor

    Financial Sponsors

    Private Companies

    Not Disclosed

    05/31/2024

    Learn More
  • Debt Capital Markets

    $70 Million

    Debt Capital Markets

    One Source Restoration, LLC

    Co-Financial Advisor

    Private Companies

    $70 Million

    04/25/2024

    Learn More
  • Equity Capital Markets

    Follow-On Offering

    $146 Million

    Equity Capital Markets

    Cadre Holdings, Inc.

    Bookrunner

    Public Companies

    $146 Million

    03/14/2024

    Learn More
  • M&A Advisory

    In Partnership With

    Has Made A Strategic Growth Investment In

    M&A Advisory

    Broadwing Capital Management

    Financial Advisor

    Financial Sponsors

    Family Office Advisory

    Not Disclosed

    03/14/2024

    Learn More

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