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

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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.

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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

    11/08/2022

    Building Products, Materials & Technology

    Complete

  • M&A Advisory | Financial Advisor

    05/16/2022

    Building Products, Materials & Technology

    Complete

  • M&A Advisory | Financial Advisor

    02/11/2022

    Building Products, Materials & Technology

    Complete

  • M&A Advisory | Financial Advisor

    01/04/2022

    Building Products, Materials & Technology

    Complete

    PDF
  • M&A Advisory | Financial Advisor

    12/09/2021

    Building Products, Materials & Technology

    Complete

    PDF
  • M&A Advisory | Financial Advisor

    10/01/2021

    Building Products, Materials & Technology

    Complete

    PDF
  • Equity Capital Markets | Co-Manager

    $653 Million

    05/26/2021

    Building Products, Materials & Technology

    Complete

  • M&A Advisory | Financial Advisor

    04/20/2021

    Building Products, Materials & Technology

    Complete

    PDF
  • M&A Advisory | Financial Advisor

    04/16/2021

    Building Products, Materials & Technology

    Complete

  • M&A Advisory | Financial Advisor

    04/01/2021

    Building Products, Materials & Technology

    Complete

    PDF
  • Equity Capital Markets | Co-Manager

    $800 Million

    01/21/2021

    Building Products, Materials & Technology

    Complete

  • Equity Capital Markets | Co-Manager

    $831 Million

    09/10/2020

    Building Products, Materials & Technology

    Complete

  • M&A Advisory

    Has Acquired

    M&A Advisory

    Astara Capital Partners

    Financial Advisor

    Financial Sponsors

    Not Disclosed

    11/08/2022

    Learn More
  • M&A Advisory

    A Subsidiary Of

    Has Been Acquired By

    M&A Advisory

    Summit Materials, Inc.

    Financial Advisor

    Public Companies

    Not Disclosed

    05/16/2022

    Learn More
  • M&A Advisory

    A Portfolio Company Of

    Has Been Acquired By

    M&A Advisory

    Crown Products, Inc.

    Financial Advisor

    Financial Sponsors

    Not Disclosed

    02/11/2022

    Learn More
  • M&A Advisory

    Has Been Acquired By

    M&A Advisory

    Plumbers Supply

    Financial Advisor

    Not Disclosed

    01/04/2022

    Learn More
  • M&A Advisory

    A Portfolio Company Of

    Has Been Acquired By

    A Portfolio Company Of

    M&A Advisory

    Amifast

    Financial Advisor

    Private Companies

    Not Disclosed

    12/09/2021

    Learn More
  • M&A Advisory

    Has Acquired

    A Portfolio Company Of

    M&A Advisory

    Gryphon Investors

    Financial Advisor

    Financial Sponsors

    Not Disclosed

    10/01/2021

    Learn More
  • Equity Capital Markets

    A Portfolio Company Of

    Secondary Offering

    $653 Million

    Equity Capital Markets

    The AZEK Company

    Co-Manager

    Financial Sponsors

    $653 Million

    05/26/2021

    Learn More
  • M&A Advisory

    Received An Investment From

    M&A Advisory

    Windows USA

    Financial Advisor

    Not Disclosed

    04/20/2021

    Learn More
  • M&A Advisory

    A Subsidiary Of

    Has Been Acquired By

    A Portfolio Company Of

    M&A Advisory

    OZCO Building Products

    Financial Advisor

    Financial Sponsors

    Not Disclosed

    04/16/2021

    Learn More
  • M&A Advisory

    Has Been Acquired By

    M&A Advisory

    Dallas Mechanical Group, LLC

    Financial Advisor

    Not Disclosed

    04/01/2021

    Learn More
  • Equity Capital Markets

    A Portfolio Company Of

    Secondary Offering

    $800 Million

    Equity Capital Markets

    The AZEK Company

    Co-Manager

    Financial Sponsors

    $800 Million

    01/21/2021

    Learn More
  • Equity Capital Markets

    A Portfolio Company of

    Secondary Offering

    $831 Million

    Equity Capital Markets

    The AZEK Company

    Co-Manager

    Financial Sponsors

    $831 Million

    09/10/2020

    Learn More

Transaction Announcements

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