Investment Banking
Stephens will never ask clients or prospective clients for personal or financial information, or provide investment advice, via social media, or WhatsApp.
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.
02/04/2026
Specialty Distribution
Complete
02/03/2025
Diversified Industrials & Services
Complete
Undisclosed
09/10/2024
Specialty Distribution
Complete
09/28/2023
Diversified Industrials & Services
Complete
03/29/2023
Diversified Industrials & Services
Complete
12/07/2022
Specialty Distribution
Complete
M&A Advisory
A Portfolio Company Of
Has Acquired
M&A Advisory
Total PowerGen Solutions
Buy-side Financial Advisor
Financial Sponsors
Private Companies
02/04/2026
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Has Been Recapitalized By
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DX Electric
Financial Advisor
Private Companies
Financial Sponsors
10/06/2025
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A Portfolio Company Of
Has Been Acquired By
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Building Controls & Solutions
FINANCIAL ADVISOR
Financial Sponsors
02/03/2025
Learn MoreM&A Advisory
A Portfolio Company Of
Has Been Acquired By
Undisclosed
M&A Advisory
Total PowerGen Solutions
Financial Advisor
Financial Sponsors
Lower Middle Market
Has Been Acquired By
A Subsidiary Of
Lower Middle Market
WELSCO
Financial Advisor
Private Companies
Public Companies
07/08/2024
Learn MoreM&A Advisory
Has Been Acquired By
M&A Advisory
A Portfolio Company Of
Has Been Acquired By
M&A Advisory
Has Been Acquired By
A Portfolio Company Of
M&A Advisory
Has Been Acquired By
A Portfolio Company Of
M&A Advisory
A Portfolio Company Of
Has Been Acquired By
M&A Advisory
The Industrial Service Group
Sell-Side Advisor
Financial Sponsors
12/07/2022
Learn MoreM&A Advisory
Has Been Acquired By
M&A Advisory
Has Been Acquired By
A Portfolio Company Of
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