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 corporate philanthropy; economic and financial literacy advocacy; and diversity, equity, and inclusion initiatives.

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.

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

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  • 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
  • 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
  • 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 | Financial Advisor

    01/08/2020

    Property and Lending Technology and Services

    Complete

  • M&A Advisory | Financial Advisor

    01/02/2018

    Financial Technology & Payments

    Complete

  • Equity Capital Markets | Co-Manager

    $750 Million

    09/28/2017

    Property and Lending Technology and Services

    Complete

  • M&A Advisory | Financial Advisor

    12/08/2014

    Vertically Focused Software Applications

    Complete

  • Equity Capital Markets | Co-Manager

    $552 Million

    06/05/2014

    Property and Lending Technology and Services

    Complete

  • 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
  • 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
  • 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
  • M&A Advisory

    Has Acquired

    Boingo’s Multifamily Business

    From

    M&A Advisory

    RealPage, Inc.

    Financial Advisor

    Not Disclosed

    05/27/2021

    Learn More
  • M&A Advisory

    Has Merged With

    A Portfolio Company of

    M&A Advisory

    SCRAM Systems®

    Financial Advisor

    Not Disclosed

    04/30/2021

    Learn More
  • Equity Capital Markets

    Follow-on Offering

    $76 Million

    Equity Capital Markets

    i3 Verticals

    Co-Manager

    Public Companies

    $76 Million

    09/10/2020

    Learn More
  • 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
  • M&A Advisory

    Has Been Acquired By

    A Portfolio Company of

    And

    M&A Advisory

    Lindsey Software

    Financial Advisor

    Financial Sponsors

    Not Disclosed

    01/08/2020

    Learn More
  • M&A Advisory

    Has Been Acquired By

    M&A Advisory

    ABC Financial Services, Inc.

    Financial Advisor

    Not Disclosed

    01/02/2018

    Learn More
  • Equity Capital Markets

    Follow-On Offering

    $750 Million

    Equity Capital Markets

    CoStar Group, Inc.

    Co-Manager

    Public Companies

    $750 Million

    09/28/2017

    Learn More
  • M&A Advisory

    Has Been Acquired By

    M&A Advisory

    Periscope Holdings, Inc.

    Financial Advisor

    Financial Sponsors

    Not Disclosed

    12/08/2014

    Learn More
  • Equity Capital Markets

    Follow-On Offering

    $552 Million

    Equity Capital Markets

    CoStar Group, Inc.

    Co-Manager

    Public Companies

    $552 Million

    06/05/2014

    Learn More

Transaction Announcements

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