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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.

Stephens & Williams Racing Partnership

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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Lower Middle Market
  • Lower Middle Market

    Has Been Acquired By

    Not Disclosed

    Lower Middle Market

    Sunrise Wood Designs

    Financial Advisor

    Private Companies

    Public Companies

    Not Disclosed

    09/04/2024

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  • Lower Middle Market

    Has Been Acquired By

    A Subsidiary Of

    Lower Middle Market

    WELSCO

    Financial Advisor

    Private Companies

    Public Companies

    Not Disclosed

    07/08/2024

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  • M&A Advisory

    Has Partnered With

    M&A Advisory

    Mack's Prairie Wings

    Financial Advisor

    Private Companies

    Private Company Advisory

    Not Disclosed

    05/17/2024

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  • M&A Advisory

    Has Been Acquired By

    A Portfolio Company Of

    M&A Advisory

    AdvancedONE Legal

    Sell-side Advisor

    Financial Sponsors

    Not Disclosed

    11/29/2022

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  • 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

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  • M&A Advisory

    Has Been Acquired By

    $78 Million

    M&A Advisory

    Taylor Technologies, Inc.

    Financial Advisor

    Private Companies

    $78 Million

    11/03/2021

    Learn More
  • 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

    Learn More
  • 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

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