View All Stephens Investment Banking Transactions | Stephens

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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.

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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.

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  • M&A Advisory | FINANCIAL ADVISOR

    08/27/2025

    Vertically Focused Software Applications

    Complete

  • M&A Advisory | FINANCIAL ADVISOR

    11/26/2024

    Technology, Media & Telecom

    Complete

  • M&A Advisory | Financial Advisor

    06/21/2024

    Technology, Media & Telecom

    Complete

  • M&A Advisory | Financial Advisor

    06/17/2024

    Technology, Media & Telecom

    Complete

  • M&A Advisory | Financial Advisor

    $30 Million

    04/15/2024

    Technology, Media & Telecom

    Complete

  • M&A Advisory | Financial Advisor

    €227 Million

    09/30/2022

    Vertically Focused Software Applications

    Complete

  • Equity Capital Markets | Joint Book-Running Manager

    $43.8 Million

    11/18/2021

    Vertically Focused Software Applications

    Complete

  • M&A Advisory | Financial Advisor

    $207.3 Million

    08/31/2021

    Vertically Focused Software Applications

    Complete

    PDF Download Icon
  • M&A Advisory | Financial Advisor

    05/27/2021

    Property and Lending Technology and Services

    Complete

  • M&A Advisory | Financial Advisor

    04/30/2021

    Internet of Things

    Complete

    PDF Download Icon
  • Equity Capital Markets | Co-Manager

    $76 Million

    09/10/2020

    Financial Technology & Payments

    Complete

  • Equity Capital Markets | Co-Manager

    $1.5 Billion

    05/20/2020

    Property and Lending Technology and Services

    Complete

  • M&A Advisory

    Has Acquired

    A Portfolio Company Of

    M&A Advisory

    GTCR

    FINANCIAL ADVISOR

    Private Companies

    Financial Sponsors

  • M&A Advisory

    Has Sold A Minority Stake To

    M&A Advisory

    Advancis

    FINANCIAL ADVISOR

  • M&A Advisory

    Has Been Acquired By

    M&A Advisory

    GlobalWorx Inc.

    Financial Advisor

    Private Companies

  • M&A Advisory

    Has Sold A Majority Stake To

    M&A Advisory

    Vectron Systems AG

    Financial Advisor

  • M&A Advisory

    Has Received An Investment From

    $30 Million

    M&A Advisory

    Ecotrak, LLC

    Financial Advisor

    Private Companies

    $30 Million

    04/15/2024

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  • M&A Advisory

    Has Been Acquired By

    A Portfolio Company Of

    €227 Million

    M&A Advisory

    3U HOLDING AG

    Financial Advisor

    Financial Sponsors

    €227 Million

    09/30/2022

    Learn More Right Arrow
  • Equity Capital Markets

    Follow-on Offering

    $43.8 Million

    Equity Capital Markets

    Fathom Holdings Inc.

    Joint Book-Running Manager

    Public Companies

    $43.8 Million

    11/18/2021

    Learn More Right Arrow
  • M&A Advisory

    A Portfolio Company Of

    Has Been Acquired By

    $207.3 Million

    M&A Advisory

    Periscope Holdings, Inc.

    Financial Advisor

    Financial Sponsors

    $207.3 Million

    08/31/2021

    Learn More Right Arrow
  • M&A Advisory

    Has Acquired

    Boingo’s Multifamily Business

    From

    M&A Advisory

    RealPage, Inc.

    Financial Advisor

  • M&A Advisory

    Has Merged With

    A Portfolio Company Of

    M&A Advisory

    SCRAM Systems®

    Financial Advisor

  • Equity Capital Markets

    Follow-On Offering

    $76 Million

    Equity Capital Markets

    i3 Verticals

    Co-Manager

    Public Companies

    $76 Million

    09/10/2020

    Learn More Right Arrow
  • Equity Capital Markets

    Follow-On Offering

    $1.5 Billion

    Equity Capital Markets

    CoStar Group, Inc.

    Co-Manager

    Public Companies

    $1.5 Billion

    05/20/2020

    Learn More Right Arrow
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