View All Stephens Investment Banking Transactions | Stephens

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.

Who We Are

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.

Filters

Plus Icon
View:
  • M&A Advisory | Financial Advisor

    12/15/2025

    Transportation & Logistics

    Complete

  • M&A Advisory | Financial Advisor

    12/08/2025

    Transportation & Logistics

    Complete

  • M&A Advisory | Financial Advisor

    11/04/2025

    Transportation & Logistics

    Complete

  • M&A Advisory | FINANCIAL ADVISOR

    $51.8 Million

    07/22/2025

    Transportation & Logistics

    Complete

  • Capital Solutions | Financial Advisor

    01/07/2025

    Transportation & Logistics

    Complete

  • Debt Capital Markets | Debt Advisor

    Undisclosed

    09/17/2024

    Transportation & Logistics

    Complete

  • Debt Capital Markets | Debt Advisor

    Debt Advisor

    09/17/2024

    Transportation & Logistics

    Complete

  • Equity Capital Markets | Underwriter

    $500 Million

    09/10/2024

    Transportation & Logistics

    Pending

  • M&A Advisory | Financial Advisor

    03/11/2024

    Diversified Industrials & Services

    Complete

  • M&A Advisory | Financial Advisor

    $66.2 Million

    12/21/2023

    Diversified Industrials & Services

    Complete

  • M&A Advisory | Financial Advisor

    $262 Million

    12/20/2023

    Diversified Industrials & Services

    Complete

  • M&A Advisory | Financial Advisor

    12/07/2023

    Diversified Industrials & Services

    Complete

  • M&A Advisory

    A Portfolio Company Of

    Has Sold Its Chassis Leasing Business To

    M&A Advisory

    Milestone Equipment Holdings LLC

    Financial Advisor

  • M&A Advisory

    Has Been Acquired By

    Enterprise Mobility

    M&A Advisory

    Hogan

    Financial Advisor

  • M&A Advisory

    Has Been Acquired By

    M&A Advisory

    Buske Logistics

    Financial Advisor

    Private Company Advisory

    Private Companies

    Family Office Advisory

    Financial Sponsors

  • M&A Advisory

    Has Acquired The Intermodal Division Of

    $51.8 Million

    M&A Advisory

    Hub Group, Inc.

    FINANCIAL ADVISOR

    Public Companies

    Financial Sponsors

    $51.8 Million

    07/22/2025

    Learn More Right Arrow
  • Capital Solutions

    Strategic Refinancing

    Capital Solutions

    Remprex, Inc.

    Financial Advisor

    Private Companies

    Financial Sponsors

  • Debt Capital Markets

    A Group Acquired By A Consortium Led By

    Has Raised Super Senior Debt Facilities

    Undisclosed

    Debt Capital Markets

    STAR Capital 2

    Debt Advisor

    Undisclosed

    09/17/2024

    Learn More Right Arrow
  • Debt Capital Markets

    Leading A Consortium Has A

    Senior Secured Financing

    Debt Advisor

    Debt Capital Markets

    STAR Capital

    Debt Advisor

    Debt Advisor

    09/17/2024

    Learn More Right Arrow
  • Equity Capital Markets

    Follow-On Offering

    $500 Million

    Equity Capital Markets

    RXO (NYSE: RXO)

    Underwriter

    Public Companies

    $500 Million

    09/10/2024

    Learn More Right Arrow
  • M&A Advisory

    Has Been Acquired By

    M&A Advisory

    Hercules Forwarding, Inc.

    Financial Advisor

    Private Company Advisory

    Public Companies

    Financial Sponsors

  • M&A Advisory

    Has Acquired

    $66.2 Million

    M&A Advisory

    United Petroleum Transports, Inc.

    Financial Advisor

    Private Companies

    Public Companies

    $66.2 Million

    12/21/2023

    Learn More Right Arrow
  • M&A Advisory

    Has Acquired

    Final Mile Division

    $262 Million

    M&A Advisory

    Hub Group, Inc.

    Financial Advisor

    $262 Million

    12/20/2023

    Learn More Right Arrow
  • M&A Advisory

    Has Received A Growth Investment From

    M&A Advisory

    The Integration Group

    Financial Advisor

    Private Companies

Transaction Announcements

Subscribe to receive the latest Stephens Investment Banking transaction announcements to your inbox.