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 corporate philanthropy; economic and financial literacy advocacy; and diversity, equity, and inclusion initiatives.
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.
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.
$112 Million
09/25/2024
Healthcare Services
Pending
$600 Million
09/06/2024
Healthcare Services
Complete
$192 Million
07/17/2024
Health & Life Sciences
Complete
$162 Million
06/26/2024
Health & Life Sciences
Complete
$400 Million
11/15/2022
Life Sciences & Medical Devices
Complete
09/02/2022
Healthcare Services
Complete
08/29/2022
Health & Life Sciences
Complete
05/19/2022
Life Sciences & Medical Devices
Complete
Equity Capital Markets
Initial Public Offering
$112 Million
Equity Capital Markets
Guardian Pharmacy Services, Inc.
Bookrunner
Public Companies
Equity Capital Markets
Follow-On Offering
$600 Million
Equity Capital Markets
PACS Group, Inc.
Underwriter
Public Companies
Equity Capital Markets
Initial Public Offering
$192 Million
Equity Capital Markets
Ardent Health Partners, Inc.
Bookrunner
Public Companies
Equity Capital Markets
Follow-On Offering
$162 Million
Equity Capital Markets
Addus HomeCare Corporation
Underwriter
Public Companies
Equity Capital Markets
Follow-On Offering
$400 Million
Debt Capital Markets
Senior Secured Revolving Credit Facility
Debt Capital Markets
Apex Global Solutions, LLC
Financial Advisor
Private Companies
M&A Advisory
A Portfolio Company Of
Has Acquired
M&A Advisory
MindCare Solutions Group, Inc.
buy-side advisor
Financial Sponsors
M&A Advisory
Divestiture Of Company Assets
M&A Advisory
Angelica Corporation
Financial Advisor
Private Companies
M&A Advisory
Has Been Acquired By
M&A Advisory
Surgical Technologies, Inc.
Financial Advisor
Private Companies
M&A Advisory
A Portfolio Company Of
Has Been Acquired By
M&A Advisory
Healthcare Linen Services
Financial Advisor
Financial Sponsors
M&A Advisory
And Management Have Invested In
M&A Advisory
Intermediate Capital Group
Financial Advisor
Private Companies
M&A Advisory
Has Been Acquired By
M&A Advisory
Safe Foods Corporation
Financial Advisor
Financial Sponsors
Private Company Advisory
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