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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 bettering the communities where we live and operate. We do this by supporting corporate philanthropy, economic and financial literacy advocacy, and professional success.

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 & Atlassian Williams F1 Team

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

    A Portfolio Company Of

    Has Acquired

    M&A Advisory

    Nth Degree

    Financial Advisor

    Financial Sponsors

    Private Companies

  • M&A Advisory

    A Portfolio Company Of

    Has Been Acquired By

    A Portfolio Company Of

    M&A Advisory

    AnalyticsIQ

    Sell-side Advisor

    Private Companies

    Financial Sponsors

  • M&A Advisory

    A Portfolio Company Of

    Has Been Acquired By

    M&A Advisory

    Best Version Media

    SELL-SIDE ADVISOR

    Private Companies

    Financial Sponsors

  • M&A Advisory

    Has Made A Strategic Investment In

    M&A Advisory

    Shamrock Capital

    Financial Advisor

    Financial Sponsors

  • M&A Advisory

    A Portfolio Company Of

    Has Been Acquired By

    M&A Advisory

    AMI Entertainment Network

    SELL-SIDE CO-ADVISOR

  • M&A Advisory

    Has Been Acquired By

    M&A Advisory

    Maru Group Limited

    Financial Advisor

    Private Companies

  • M&A Advisory

    Transfer To A Continuation Fund With Backing From Institutional Investors

    M&A Advisory

    Novum Capital

    Financial Advisor

    Private Companies

  • M&A Advisory

    A Portfolio Company Of

    Has Been Acquired By

    M&A Advisory

    J.R. Thompson Company, LLC

    Financial Advisor

    Private Companies

  • M&A Advisory

    Has Been Acquired By

    M&A Advisory

    New Engen, Inc.

    Exclusive Financial Advisor

    Private Companies

  • Debt Capital Markets

    Senior Secured Term Loan & Delayed Draw Facility

    Debt Capital Markets

    Direct Digital Holdings, LLC

    Financial Advisor

    Private Companies

  • M&A Advisory

    A Portfolio Company Of

    Has Been Acquired By

    With Financing From

    MEP Capital

    M&A Advisory

    Sound Royalties

    Financial Advisor

    Financial Sponsors

  • Debt Capital Markets

    A Portfolio Company Of

    Senior Secured

    €40 Million

    Debt Capital Markets

    MMC

    Advisor

    Financial Sponsors

    €40 Million

    07/30/2021

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