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

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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  • M&A Advisory | Financial Advisor

    01/26/2023

    Technology, Media & Telecom

    Complete

  • Equity Capital Markets | Co-Manager

    $850 Million

    08/11/2021

    Financial Technology & Payments

    Complete

    PDF
  • Equity Capital Markets | Co-Manager

    $76 Million

    09/10/2020

    Financial Technology & Payments

    Complete

  • Equity Capital Markets | Co-Manager

    $1.7 Billion

    06/30/2020

    Financial Technology & Payments

    Complete

    PDF
  • Equity Capital Markets | Bookrunner

    $412.5 Million

    06/12/2020

    Financial Technology & Payments

    Complete

  • Equity Capital Markets | Bookrunner

    $215 Million

    12/03/2019

    Financial Technology & Payments

    Complete

  • M&A Advisory | Financial Advisor

    06/06/2019

    Financial Technology & Payments

    Complete

  • Debt Capital Markets | Financial Advisor

    $200 Million

    11/15/2018

    Financial Technology & Payments

    Complete

    PDF
  • M&A Advisory | Financial Advisor

    01/02/2018

    Financial Technology & Payments

    Complete

  • M&A Advisory | Financial Advisor

    08/22/2017

    Financial Technology & Payments

    Complete

  • M&A Advisory

    A Portfolio Company Of

    Has Combined With

    A Portfolio Company Of

    M&A Advisory

    NXTsoft

    Financial Advisor

    Financial Sponsors

    Not Disclosed

    01/26/2023

    Learn More
  • Equity Capital Markets

    Convertible Senior Notes Offering

    $850 Million

    Equity Capital Markets

    Avalara, Inc.

    Co-Manager

    Public Companies

    $850 Million

    08/11/2021

    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

    Initial Public Offering

    $1.7 Billion

    Equity Capital Markets

    Dun & Bradstreet Holdings, Inc.

    Co-Manager

    Public Companies

    $1.7 Billion

    06/30/2020

    Learn More
  • Equity Capital Markets

    Follow-On Offering

    $412.5 Million

    Equity Capital Markets

    Cannae Holdings, Inc.

    Bookrunner

    Public Companies

    $412.5 Million

    06/12/2020

    Learn More
  • Equity Capital Markets

    Follow-On Offering

    $215 Million

    Equity Capital Markets

    Cannae Holdings, Inc.

    Bookrunner

    Public Companies

    $215 Million

    12/03/2019

    Learn More
  • M&A Advisory

    Has Received An Investment From

    M&A Advisory

    Payliance, Inc.

    Financial Advisor

    Not Disclosed

    06/06/2019

    Learn More
  • Debt Capital Markets

    ABL Revolver and Split-Lien Term Loan

    $200 Million

    Debt Capital Markets

    Corcentric, Inc.

    Financial Advisor

    $200 Million

    11/15/2018

    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
  • M&A Advisory

    Has Been Acquired By

    A Portfolio Company Of

    M&A Advisory

    Security Card Services, LLC.

    Financial Advisor

    Financial Sponsors

    Not Disclosed

    08/22/2017

    Learn More

Transaction Announcements

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