Transactions | Stephens

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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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Dealerships
  • M&A Advisory

    Has Been Acquired By

    M&A Advisory

    Carousel Motor Group

    Financial Advisor

    Not Disclosed

    02/26/2024

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  • M&A Advisory

    Has Sold Its Michigan Platform To

    M&A Advisory

    Ken Garff Automotive Group

    Financial Advisor

    Private Companies

    Not Disclosed

    07/18/2022

    Learn More
  • M&A Advisory

    Has Been Acquired By

    M&A Advisory

    Sisk Automotive Group

    Financial Advisor

    Private Companies

    Family Office Advisory

    Not Disclosed

    01/31/2022

    Learn More
  • M&A Advisory

    Has Been Acquired By

    M&A Advisory

    Holland RV Centers

    Financial Advisor

    Private Companies

    Not Disclosed

    01/20/2022

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  • Debt Capital Markets

    Senior Unsecured Notes

    $1.15 Billion

    Debt Capital Markets

    Sonic Automotive, Inc.

    Co-Manager

    Public Companies

    $1.15 Billion

    10/27/2021

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  • Equity Capital Markets

    Follow-On Offering

    $1.0 Billion

    Equity Capital Markets

    Lithia Motors, Inc.

    Bookrunner

    Public Companies

    $1.0 Billion

    05/19/2021

    Learn More
  • M&A Advisory

    Has Sold 11 Of Its 12 Dealerships To

    M&A Advisory

    Peacock Automotive Group

    Financial Advisor

    Public Companies

    Not Disclosed

    04/20/2021

    Learn More
  • M&A Advisory

    Has Been Acquired By

    M&A Advisory

    Family RV Group

    Financial Advisor

    Not Disclosed

    01/05/2021

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  • M&A Advisory

    Has Received a Strategic Investment

    M&A Advisory

    Goldman Equipment, LLC

    Financial Advisor

    Private Companies

    Not Disclosed

    04/24/2020

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  • M&A Advisory

    Has Been Acquired By

    M&A Advisory

    Hoyte Dodge

    Financial Advisor

    Private Companies

    Not Disclosed

    03/02/2020

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  • M&A Advisory

    Has Received An Investment From

    M&A Advisory

    Morgan Auto Group

    Financial Advisor

    Not Disclosed

    08/01/2019

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  • M&A Advisory

    A Subsidiary Of

    Has Been Acquired By

    M&A Advisory

    Big Island Honda

    Financial Advisor

    Private Companies

    Not Disclosed

    05/31/2019

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