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.

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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Healthcare IT
  • M&A Advisory

    Has Been Acquired By

    M&A Advisory

    CyberMaxx, LLC

    Financial Advisor

    Financial Sponsors

    Not Disclosed

    08/17/2021

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  • Equity Capital Markets

    A Portfolio Company Of

    PIPE

    $1.55 Billion

    Equity Capital Markets

    Alight Solutions LLC

    Capital Markets Advisor

    $1.55 Billion

    07/06/2021

    Learn More
  • Equity Capital Markets

    Follow-On Offering

    $225 Million

    Equity Capital Markets

    Phreesia, Inc.

    Co-Manager

    $225 Million

    04/07/2021

    Learn More
  • M&A Advisory

    Has Been Acquired By

    M&A Advisory

    Geriatric Practice Management Corp.

    Financial Advisor

    Not Disclosed

    02/03/2021

    Learn More
  • M&A Advisory

    Has Been Acquired By

    $63 Million

    M&A Advisory

    Scriptcycle, LLC

    Financial Advisor

    $63 Million

    08/31/2020

    Learn More
  • Debt Capital Markets

    Revolver & Securitization Facility

    $230 Million

    Debt Capital Markets

    AccessOne MedCard, Inc.

    Financial Advisor

    Financial Sponsors

    $230 Million

    03/31/2020

    Learn More
  • M&A Advisory

    Has been Acquired By

    M&A Advisory

    HealthCast Inc.

    Financial Advisor

    Not Disclosed

    07/24/2018

    Learn More
  • M&A Advisory

    Has Agreed to be Acquired By

    M&A Advisory

    Compass Professional Health Services

    Financial Advisor

    Not Disclosed

    06/13/2018

    Learn More
  • Debt Capital Markets

    Senior Secured ABL Credit Facility

    $50 Million

    Debt Capital Markets

    AccessOne MedCard, Inc.

    Financial Advisor

    $50 Million

    01/30/2017

    Learn More
  • M&A Advisory

    A Portfolio Company of

    Has Been Acquired By

    M&A Advisory

    AuthAir, Inc.

    Financial Advisor

    Financial Sponsors

    Not Disclosed

    10/31/2016

    Learn More
  • M&A Advisory

    Has Been Acquired By

    Yardi Systems, Inc.

    M&A Advisory

    Optimus EMR, Inc.

    Financial Advisor

    Not Disclosed

    08/31/2015

    Learn More
  • M&A Advisory

    Has Been Acquired By

    A Portfolio Company Of

    M&A Advisory

    ClinGenuity, LLC

    Financial Advisor

    Financial Sponsors

    Not Disclosed

    12/19/2014

    Learn More

Transaction Announcements

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