Investment Banking
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If you have any questions or concerns about someone from Stephens contacting you, please call your Stephens Representative or reach out to us via our Contact Us form.
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.
06/09/2026
Diversified Industrials & Services
Complete
09/08/2025
Power & Industrial Technology
Complete
$52.5 Million
03/28/2025
Diversified Industrials & Services
Complete
11/08/2024
Diversified Industrials & Services
Pending
$70 Million
04/25/2024
Services
Complete
M&A Advisory
Has Partnered With
M&A Advisory
Platte River Equity
Financial Advisor
Financial Sponsors
Private Companies
06/09/2026
Learn MoreM&A Advisory
A Portfolio Company Of
Has Been Acquired By
M&A Advisory
Cotton Holdings, Inc.
Financial Advisor
Private Companies
Financial Sponsors
Family Office Advisory
10/28/2025
Learn MoreDebt Capital Markets
Has Raised Debt Financing With
To Support Its Acquisition Of
M&A Advisory
A Portfolio Company Of
Has Been Acquired By
A Portfolio Company Of
M&A Advisory
InfraStripe
SELL-SIDE ADVISOR
Private Companies
Family Office Advisory
Financial Sponsors
04/09/2025
Learn MoreM&A Advisory
Led The Majority Recapitalization Of
A Portfolio Company Of
M&A Advisory
TZP Group
FINANCIAL ADVISOR
Family Office Advisory
Financial Sponsors
04/07/2025
Learn MoreDebt Capital Markets
A Portfolio Company Of
$52.5 Million
Debt Capital Markets
Vintage Parts Inc.
FINANCIAL ADVISOR
Financial Sponsors
Private Companies
M&A Advisory
A Portfolio Company Of
Has Been Acquired By
M&A Advisory
Dynamic National
FINANCIAL ADVISOR
Private Companies
Family Office Advisory
Financial Sponsors
11/08/2024
Learn MoreM&A Advisory
Has Been Acquired By
A Portfolio Company Of
M&A Advisory
A Portfolio Company Of
Has Been Acquired By
M&A Advisory
Novatech, Inc.
Sell-Side Advisor
Financial Sponsors
Private Companies
Family Office Advisory
09/17/2024
Learn MoreM&A Advisory
Has Acquired
M&A Advisory
Morgan Stanley Capital Partners
Financial Advisor
Family Office Advisory
Financial Sponsors
Private Companies
07/25/2024
Learn MoreM&A Advisory
Has Acquired
M&A Advisory
Aurora Capital Partners
Financial Advisor
Family Office Advisory
Private Companies
Financial Sponsors
07/01/2024
Learn MoreDebt Capital Markets
$70 Million
Debt Capital Markets
One Source Restoration, LLC
Co-Financial Advisor
Private Companies
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