View All Stephens Investment Banking 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.

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We are committed to bettering the communities where we live and operate. We do this by supporting corporate philanthropy, economic and financial literacy advocacy, and professional success.

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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.

Stephens & Atlassian Williams F1 Team

Stephens is the official investment banking partner of Williams Racing, one of the most winning teams in F1 history. We share that tradition of success.

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

    05/05/2026

    Food & Agribusiness

    Complete

  • Debt Capital Markets | Financial Advisor

    05/05/2026

    Food & Agribusiness

    Complete

  • Debt Capital Markets | Joint Bookrunner

    $300 Million

    05/04/2026

    Depository

    Pending

  • Debt Capital Markets | Co-Manager

    $500 Million

    02/27/2026

    Diversified Industrials & Services

    Complete

  • Debt Capital Markets | Joint Bookrunner

    $1.0 Billion

    01/08/2026

    Power & Industrial Technology

    Complete

  • M&A Advisory | Financial Advisor

    01/05/2026

    Energy & Clean Energy Transition

    Complete

  • Debt Capital Markets | Financial Advisor

    $205 Million

    12/22/2025

    Specialty Distribution

    Complete

  • Debt Capital Markets | FINANCIAL ADVISOR

    £250 Million

    12/11/2025

    Specialty Finance

    Complete

  • Debt Capital Markets | Financial Advisor

    12/03/2025

    Consumer Products & Retail

    Complete

  • Debt Capital Markets | Financial Advisor

    $200 Million

    11/21/2025

    Specialty Finance

    Complete

  • Debt Capital Markets | Financial Advisor

    10/16/2025

    Specialty Finance

    Complete

  • Debt Capital Markets | CO-MANAGER

    $325 Million

    09/09/2025

    Depository

    Complete

  • M&A Advisory

    A Portfolio Company Of

    Has Acquired

    M&A Advisory

    Royal Cup Coffee and Tea

    Financial Advisor

    Private Companies

    Public Companies

    Financial Sponsors

    Family Office Advisory

  • Debt Capital Markets

    Has Raised Debt Financing To Support Its Acquisition Of

    Debt Capital Markets

    Royal Cup Coffee and Tea

    Financial Advisor

    Private Companies

    Public Companies

    Financial Sponsors

  • Debt Capital Markets

    Subordinated Notes

    $300 Million

    Debt Capital Markets

    Renasant Corporation

    Joint Bookrunner

    $300 Million

    05/04/2026

    Learn More Right Arrow
  • Debt Capital Markets

    Offering of Senior Notes Due 2034

    $500 Million

    Debt Capital Markets

    Advanced Drainage Systems, Inc.

    Co-Manager

    Public Companies

    $500 Million

    02/27/2026

    Learn More Right Arrow
  • Debt Capital Markets

    Dual Offering Of Senior Secured First Mortgage Bonds Due 2036 And 2056

    $1.0 Billion

    Debt Capital Markets

    Entergy Arkansas, LLC

    Joint Bookrunner

    $1.0 Billion

    01/08/2026

    Learn More Right Arrow
  • M&A Advisory

    In Partnership With

    Has Acquired the Permian Assets Of

    M&A Advisory

    Karis Midstream Partners

    Financial Advisor

    Financial Sponsors

    Private Companies

  • Debt Capital Markets

    Incremental Term Loan B

    $205 Million

    Debt Capital Markets

    DXP Enterprises, Inc.

    Financial Advisor

    Public Companies

    $205 Million

    12/22/2025

    Learn More Right Arrow
  • Debt Capital Markets

    Funding package from

    £250 Million

    Debt Capital Markets

    Billing Finance Ltd

    FINANCIAL ADVISOR

    £250 Million

    12/11/2025

    Learn More Right Arrow
  • Debt Capital Markets

    A Portfolio Company Of

    Has Received A Credit Investment From

    Debt Capital Markets

    Palmetto Moon, LLC

    Financial Advisor

    Financial Sponsors

    Private Companies

  • Debt Capital Markets

    A Subsidiary Of

    Asset-Based Credit Facility

    $200 Million

    Debt Capital Markets

    Gateway Financial Solutions

    Financial Advisor

    Private Companies

    $200 Million

    11/21/2025

    Learn More Right Arrow
  • Debt Capital Markets

    A Portfolio Company Of

    Has Received A Strategic Investment From

    Debt Capital Markets

    Kinetic Advantage

    Financial Advisor

    Private Companies

    Public Companies

    Financial Sponsors

  • Debt Capital Markets

    Subordinated Notes

    $325 Million

    Debt Capital Markets

    Simmons First National Corporation

    CO-MANAGER

    Public Companies

    $325 Million

    09/09/2025

    Learn More Right Arrow

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