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.
$129 Million
12/10/2025
Property and Lending Technology and Services
Complete
11/03/2025
Technology, Media & Telecom
Complete
$300 Million
03/10/2025
Technology, Media & Telecom
Complete
M&A Advisory
Has Been Acquired By
M&A Advisory
A Portfolio Company Of
Has Acquired
M&A Advisory
Nth Degree
Financial Advisor
Financial Sponsors
Private Companies
04/02/2026
Learn MoreM&A Advisory
A Portfolio Company Of
Has Sold
To
M&A Advisory
A Portfolio Company Of
Has Entered Into An Agreement To Be Sold To
Equity Capital Markets
Follow-On Offering
$129 Million
Equity Capital Markets
Stewart Information Services
Underwriter
Public Companies
M&A Advisory
A Portfolio Company Of
Has Merged With
A Portfolio Company Of
M&A Advisory
Trustmarque Group & Ultima Business Solutions
Financial Advisor
Private Companies
Financial Sponsors
11/03/2025
Learn MoreM&A Advisory
Has Been Acquired By
M&A Advisory
Has Acquired
A Portfolio Company Of
M&A Advisory
A Portfolio Company Of
Has Been Acquired By
A Portfolio Company Of
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
06/23/2025
Learn MoreM&A Advisory
A Portfolio Company Of
Has Been Combined With
Backed By
Debt Capital Markets
Convertible Senior Notes
$300 Million
Debt Capital Markets
Alkami Technology
UNDERWRITER
Public Companies
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