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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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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  • Equity Capital Markets | Bookrunner

    $127 Million

    03/14/2024

    Diversified Industrials & Services

    Complete

  • M&A Advisory | Financial Advisor

    03/11/2024

    Diversified Industrials & Services

    Complete

  • M&A Advisory | Financial Advisor

    $66.2 Million

    12/21/2023

    Diversified Industrials & Services

    Complete

  • M&A Advisory | Financial Advisor

    $260 Million

    12/19/2023

    Diversified Industrials & Services

    Complete

  • M&A Advisory | Financial Advisor

    12/07/2023

    Diversified Industrials & Services

    Complete

  • M&A Advisory | Financial Advisor

    10/12/2023

    Diversified Industrials & Services

    Complete

  • M&A Advisory | Financial Advisor

    09/28/2023

    Diversified Industrials & Services

    Complete

  • M&A Advisory | Financial Advisor

    09/06/2023

    Diversified Industrials & Services

    Complete

  • Equity Capital Markets | Fairness Opinion

    $16.7 Million

    09/05/2023

    Diversified Industrials & Services

    Complete

  • M&A Advisory | Financial Advisor

    08/09/2023

    Diversified Industrials & Services

    Complete

  • M&A Advisory | Financial Advisor

    07/14/2023

    Diversified Industrials & Services

    Complete

  • M&A Advisory | EXCLUSIVE SELL-SIDE ADVISOR

    06/15/2023

    Specialty Distribution

    Complete

  • Equity Capital Markets

    Follow-On Offering

    $127 Million

    Equity Capital Markets

    Cadre Holdings, Inc.

    Bookrunner

    Public Companies

    $127 Million

    03/14/2024

    Learn More
  • M&A Advisory

    Has Been Acquired By

    M&A Advisory

    Hercules Forwarding, Inc.

    Financial Advisor

    Private Company Advisory

    Public Companies

    Financial Sponsors

    Not Disclosed

    03/11/2024

    Learn More
  • M&A Advisory

    Has Acquired

    $66.2 Million

    M&A Advisory

    United Petroleum Transports, Inc.

    Financial Advisor

    Private Companies

    Public Companies

    $66.2 Million

    12/21/2023

    Learn More
  • M&A Advisory

    Has Acquired

    Final Mile Division

    $260 Million

    M&A Advisory

    Hub Group, Inc.

    Financial Advisor

    $260 Million

    12/19/2023

    Learn More
  • M&A Advisory

    Has Received A Growth Investment From

    M&A Advisory

    The Integration Group

    Financial Advisor

    Private Companies

    Not Disclosed

    12/07/2023

    Learn More
  • M&A Advisory

    Has Been Acquired By

    M&A Advisory

    Knight Commercial

    Financial Advisor

    Financial Sponsors

    Not Disclosed

    10/12/2023

    Learn More
  • M&A Advisory

    Has Been Acquired By

    M&A Advisory

    American Gas Products

    Financial Advisor

    Not Disclosed

    09/28/2023

    Learn More
  • M&A Advisory

    A Portfolio Company Of

    Has Been Acquired By

    M&A Advisory

    CAV Systems Group

    Financial Advisor

    Financial Sponsors

    Not Disclosed

    09/06/2023

    Learn More
  • Equity Capital Markets

    Fairness Opinion

    $16.7 Million

    Equity Capital Markets

    Griffon Corporation

    Fairness Opinion

    $16.7 Million

    09/05/2023

    Learn More
  • M&A Advisory

    Invested Alongside

    Cabot Square Capital Logo

    In

    M&A Advisory

    MML Infrastructure

    Financial Advisor

    Financial Sponsors

    Not Disclosed

    08/09/2023

    Learn More
  • M&A Advisory

    Has Been Acquired By

    M&A Advisory

    Sky-Hero S.A.

    Financial Advisor

    Not Disclosed

    07/14/2023

    Learn More
  • M&A Advisory

    A Portfolio Company Of

    Has Been Acquired By

    M&A Advisory

    Nwestco, LLC

    EXCLUSIVE SELL-SIDE ADVISOR

    Financial Sponsors

    Not Disclosed

    06/15/2023

    Learn More

Transaction Announcements

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