Investment Banking
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.
02/20/2025
Financial Institutions
Pending
$214 Million
01/10/2025
Depository
Pending
$270 Million
12/17/2024
Financial Institutions
Pending
$85 Million
12/10/2024
Depository
Pending
$80 Million
12/03/2024
Financial Institutions
Pending
$80 Million
12/02/2024
Depository
Pending
$125 Million
11/12/2024
Financial Institutions
Pending
$70 Million
11/01/2024
Financial Institutions
Pending
$127 Million
11/01/2024
Financial Institutions
Pending
10/28/2024
Financial Institutions
Complete
$350 Million
10/21/2024
Financial Institutions
Pending
M&A Advisory
Has Agreed To Be Acquired By
M&A Advisory
Lone Star Capital Bank, N.A.
FINANCIAL ADVISOR
Private Companies
M&A Advisory
Has Agreed To Merge With
$214 Million
M&A Advisory
CNB Financial Corporation
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
M&A Advisory
Has Agreed To Sell 7 Branches To
M&A Advisory
Vista Bancshares, Inc.
FINANCIAL ADVISOR
Private Companies
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
$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
Equity Capital Markets
Follow-On Offering
$70 Million
Equity Capital Markets
Mid Penn Bancorp, Inc.
LEAD BOOK-RUNNING MANAGER
Public Companies
M&A Advisory
Has Agreed To Acquire
$127 Million
M&A Advisory
Mid Penn Bancorp, Inc.
FINANCIAL ADVISOR
Public Companies
M&A Advisory
Has Received An Equity Investment From
M&A Advisory
Openwork Holdings Limited
Sole Financial Advisor
Private Companies
Equity Capital Markets
Follow-On Offering
$350 Million
Equity Capital Markets
Atlantic Union Bankshares Corporation
Underwriter
Public Companies
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