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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Lower Middle Market
  • M&A Advisory

    A Portfolio Company Of

    Has Been Acquired By

    M&A Advisory

    J.R. Thompson Company, LLC

    Financial Advisor

    Private Companies

    Not Disclosed

    12/09/2021

    Learn More
  • M&A Advisory

    Has Been Acquired By

    $78 Million

    M&A Advisory

    Taylor Technologies, Inc.

    Financial Advisor

    Private Companies

    $78 Million

    11/03/2021

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  • M&A Advisory

    Has Been Acquired By

    A Portfolio Company Of

    M&A Advisory

    Action Fuels, LP

    Financial Advisor

    Private Companies

    Not Disclosed

    10/28/2021

    Learn More
  • M&A Advisory

    Has Been Acquired By

    $13.5 Million

    M&A Advisory

    Village Inn and Bakers Square

    Advisor

    Financial Sponsors

    $13.5 Million

    07/30/2021

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  • M&A Advisory

    Has Been Acquired By

    A Portfolio Company Of

    M&A Advisory

    West Tree Service, Inc.

    Financial Advisor

    Financial Sponsors

    Not Disclosed

    06/23/2021

    Learn More
  • M&A Advisory

    Has Been Acquired By

    A Portfolio Company Of

    M&A Advisory

    Woodson Incorporated

    Financial Advisor

    Financial Sponsors

    Not Disclosed

    06/23/2021

    Learn More

Transaction Announcements

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