Transactions | Stephens

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.

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Depository
  • M&A Advisory | Financial Advisor

    $13 Million

    04/17/2024

    Depository

    Complete

  • M&A Advisory | Advisor & Fairness Opinion

    $66 Million

    03/28/2024

    Financial Institutions

    Pending

  • Equity Capital Markets | UnderWriter

    $75 Million

    03/28/2024

    Financial Institutions

    Complete

  • M&A Advisory | Financial Advisor & Fairness Opinion

    $286 Million

    01/16/2024

    Financial Institutions

    Complete

  • M&A Advisory | Financial Advisor and Fairness Opinion

    $129 Million

    09/27/2023

    Financial Institutions

    Complete

  • Debt Capital Markets | Exclusive Financial Advisor

    $2.0 Billion

    06/22/2023

    Specialty Finance

    Complete

  • M&A Advisory | Financial Advisor

    01/30/2023

    Depository

    Complete

  • M&A Advisory | Financial Advisor

    $53.9 Million

    12/20/2022

    Depository

    Complete

  • M&A Advisory | Financial Advisor

    $165 Million

    11/30/2022

    Depository

    Complete

  • Equity Capital Markets | Sole Book Running Manager

    $50 Million

    10/12/2022

    Depository

    Complete

  • M&A Advisory | Financial Advisor

    $342 Million

    10/11/2022

    Depository

    Complete

  • M&A Advisory | Financial Advisor

    $229 Million

    10/11/2022

    Depository

    Pending

  • M&A Advisory

    Has Agreed To Sell Six Branches To

    $13 Million

    M&A Advisory

    Amerant Bancorp Inc.

    Financial Advisor

    Public Companies

    $13 Million

    04/17/2024

    Learn More
  • M&A Advisory

    Has Agreed To Acquire

    $66 Million

    M&A Advisory

    Capital Bancorp, Inc.

    Advisor & Fairness Opinion

    Public Companies

    $66 Million

    03/28/2024

    Learn More
  • Equity Capital Markets

    Follow-On Offering

    $75 Million

    Equity Capital Markets

    Five Star Bancorp

    UnderWriter

    Public Companies

    $75 Million

    03/28/2024

    Learn More
  • M&A Advisory

    Has Agreed To Merge With

    $286 Million

    M&A Advisory

    FirstSun Capital Bancorp

    Financial Advisor & Fairness Opinion

    Public Companies

    $286 Million

    01/16/2024

    Learn More
  • M&A Advisory

    Has Agreed To Merge With

    $129 Million

    M&A Advisory

    FNCB Bancorp, Inc.

    Financial Advisor and Fairness Opinion

    $129 Million

    09/27/2023

    Learn More
  • Debt Capital Markets

    Has Sold Assets To

    $2.0 Billion

    Debt Capital Markets

    PacWest Bancorp

    Exclusive Financial Advisor

    $2.0 Billion

    06/22/2023

    Learn More
  • M&A Advisory

    Has Acquired

    M&A Advisory

    Vista Bancshares, Inc.

    Financial Advisor

    Private Companies

    Not Disclosed

    01/30/2023

    Learn More
  • M&A Advisory

    Has Acquired

    $53.9 Million

    M&A Advisory

    Mid Penn Bancorp, Inc.

    Financial Advisor

    $53.9 Million

    12/20/2022

    Learn More
  • M&A Advisory

    Has Combined With

    $165 Million

    M&A Advisory

    Byline Bancorp, Inc.

    Financial Advisor

    $165 Million

    11/30/2022

    Learn More
  • Equity Capital Markets

    Follow-On Offering

    $50 Million

    Equity Capital Markets

    Business First Bancshares, Inc.

    Sole Book Running Manager

    Public Companies

    $50 Million

    10/12/2022

    Learn More
  • M&A Advisory

    Has Merged With

    $342 Million

    M&A Advisory

    First Bancshares Of Texas, Inc.

    Financial Advisor

    Public Companies

    $342 Million

    10/11/2022

    Learn More
  • M&A Advisory

    Has Agreed To Merge With

    $229 Million

    M&A Advisory

    Lone Star State Bancshares, Inc.

    Financial Advisor

    Public Companies

    $229 Million

    10/11/2022

    Learn More

Transaction Announcements

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