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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.

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  • M&A Advisory | Financial Advisor

    $125 Million

    01/02/2025

    Energy & Clean Energy Transition

    Complete

  • Equity Capital Markets | UNDERWRITER

    $301 Million

    12/03/2024

    Energy & Clean Energy Transition

    Complete

  • M&A Advisory | Financial Advisor

    $168.0 Million

    10/01/2024

    Energy & Clean Energy Transition

    Complete

  • M&A Advisory | Financial Advisor

    $98.0 Million

    10/01/2024

    Energy & Clean Energy Transition

    Complete

  • Equity Capital Markets | Underwriter

    $120 Million

    09/06/2024

    Energy & Clean Energy Transition

    Complete

  • M&A Advisory | Financial Advisor

    Undisclosed

    08/02/2024

    Energy & Clean Energy Transition

    Complete

  • Equity Capital Markets | Underwriter

    $126 Million

    03/06/2024

    Energy & Clean Energy Transition

    Complete

  • Equity Capital Markets | Co-Manager

    $351 Million

    01/17/2024

    Energy & Clean Energy Transition

    Complete

  • M&A Advisory | Financial Advisor

    12/23/2023

    Energy & Clean Energy Transition

    Complete

  • Equity Capital Markets | Sole Independent Financial Advisor

    $416.9 Million

    11/20/2023

    Energy & Clean Energy Transition

    Complete

  • M&A Advisory | Financial Advisor

    09/15/2023

    Energy & Clean Energy Transition

    Complete

  • Equity Capital Markets | Bookrunner

    $35.5 Million

    09/12/2023

    Energy & Clean Energy Transition

    Complete

  • M&A Advisory

    Has Been Acquired By

    $125 Million

    M&A Advisory

    Profire Energy, Inc.

    Financial Advisor

    Public Companies

    $125 Million

    01/02/2025

    Learn More
  • Equity Capital Markets

    Follow-On Offering

    $301 Million

    Equity Capital Markets

    Crescent Energy Company

    UNDERWRITER

    Public Companies

    Financial Sponsors

    $301 Million

    12/03/2024

    Learn More
  • M&A Advisory

    Has Divested Assets In The Central Eagle Ford To

    $168.0 Million

    M&A Advisory

    Undisclosed Seller

    Financial Advisor

    Private Companies

    $168.0 Million

    10/01/2024

    Learn More
  • M&A Advisory

    Has Divested Assets In Oklahoma To

    $98.0 Million

    M&A Advisory

    Undisclosed Seller

    Financial Advisor

    Private Companies

    $98.0 Million

    10/01/2024

    Learn More
  • Equity Capital Markets

    Follow-On Offering

    $120 Million

    Equity Capital Markets

    Mach Natural Resources LP

    Underwriter

    Public Companies

    $120 Million

    09/06/2024

    Learn More
  • M&A Advisory

    Has Divested Assets In The Haynesville To

    Undisclosed

    M&A Advisory

    EnSight IV Energy Management, LLC

    Financial Advisor

    Private Companies

    Undisclosed

    08/02/2024

    Learn More
  • Equity Capital Markets

    Secondary Offering

    $126 Million

    Equity Capital Markets

    Crescent Energy

    Underwriter

    Public Companies

    Financial Sponsors

    $126 Million

    03/06/2024

    Learn More
  • Equity Capital Markets

    Follow-On Offering

    $351 Million

    Equity Capital Markets

    Talos Energy

    Co-Manager

    $351 Million

    01/17/2024

    Learn More
  • M&A Advisory

    Has Divested Oil & Gas Assets In Southwest Texas

    M&A Advisory

    El Toro Resources LLC

    Financial Advisor

    Private Companies

    Not Disclosed

    12/23/2023

    Learn More
  • Equity Capital Markets

    Secondary Offering

    $416.9 Million

    Equity Capital Markets

    Ovintiv

    Sole Independent Financial Advisor

    $416.9 Million

    11/20/2023

    Learn More
  • M&A Advisory

    Has Completed The Sale Of Its 100% LLC Interest To

    M&A Advisory

    Parallel Petroleum, LLC

    Financial Advisor

    Not Disclosed

    09/15/2023

    Learn More
  • Equity Capital Markets

    Secondary Offering

    $35.5 Million

    Equity Capital Markets

    Granite Ridge Resources, Inc.

    Bookrunner

    $35.5 Million

    09/12/2023

    Learn More

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