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.
$504 Million
10/03/2024
Specialty Finance
Complete
$318 Million of Manufactured Housing Loans
09/03/2024
Financial Institutions
Complete
$100 Million
07/24/2024
Specialty Finance
Complete
$224 Million
07/24/2024
Specialty Finance
Complete
$50 Million
04/17/2024
Specialty Finance
Complete
$1.5 Billion
03/14/2024
Specialty Finance
Complete
$500 Million
02/21/2024
Financial Institutions
Complete
$50 Million
11/15/2023
Specialty Finance
Complete
$2.0 Billion
06/22/2023
Specialty Finance
Complete
$100 Million
03/31/2023
Specialty Finance
Complete
M&A Advisory
Has Agreed To Acquire
$504 Million
M&A Advisory
IQVentures Holdings, LLC
Financial Advisor
Public Companies
M&A Advisory
Has Sold Assets To
$318 Million of Manufactured Housing Loans
M&A Advisory
United Community Banks, Inc.
Financial Advisor
Public Companies
M&A Advisory
Equity Investment
$100 Million
M&A Advisory
NexGen Financial Inc.
Financial Advisor
Private Companies
Debt Capital Markets
Senior Secured Credit Facility
$224 Million
Debt Capital Markets
NexGen Financial Inc.
Financial Advisor
Private Companies
Debt Capital Markets
Senior Secured Revolving ABL Facility & Senior Secured Revolving Warehouse Facility
Debt Capital Markets
The Olive Group
Financial Advisor
Private Companies
Debt Capital Markets
Senior Secured Revolving Credit Facility
$50 Million
Debt Capital Markets
Cashco Financial Inc.
Financial Advisor
Private Companies
Debt Capital Markets
Asset-Backed Securitization
$1.5 Billion
Debt Capital Markets
Westlake Services, LLC
Co-Manager
Private Companies
Debt Capital Markets
Senior Unsecured Notes
$500 Million
Debt Capital Markets
FirstCash, Inc.
Joint Lead Manager
Public Companies
M&A Advisory
Has Acquired
A Subsidiary Of
M&A Advisory
Portfolio Company Of
$50 Million
M&A Advisory
TrueNoord Limited
Financial Advisor
Private Companies
Debt Capital Markets
Has Sold Assets To
$2.0 Billion
Debt Capital Markets
Senior Secured Revolving Credit Facility
$100 Million
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