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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.

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
  • M&A Advisory | Financial Advisor

    07/10/2024

    Consumer

    Complete

  • Lower Middle Market | Financial Advisor

    07/08/2024

    Specialty Distribution

    Complete

  • M&A Advisory | Financial Advisor

    07/01/2024

    Services

    Complete

  • M&A Advisory | Financial Advisor

    06/21/2024

    Technology, Media & Telecom

    Complete

  • M&A Advisory | Financial Advisor

    $504 Million

    06/17/2024

    Specialty Finance

    Pending

  • M&A Advisory | Financial Advisor

    06/17/2024

    Technology, Media & Telecom

    Complete

  • M&A Advisory | Financial Advisor

    05/17/2024

    Consumer Products & Retail

    Pending

  • M&A Advisory | Financial Advisor

    $105 Million Deposits

    05/09/2024

    Financial Institutions

    Pending

  • M&A Advisory | Sell-Side Advisor

    05/01/2024

    Aerospace & Defense

    Complete

  • M&A Advisory | Financial Advisor

    $13 Million

    04/17/2024

    Depository

    Pending

  • M&A Advisory | Financial Advisor

    $30 Million

    04/15/2024

    Technology, Media & Telecom

    Complete

  • M&A Advisory | Advisor & Fairness Opinion

    $66 Million

    03/28/2024

    Financial Institutions

    Pending

  • M&A Advisory

    Has Been Acquired By

    M&A Advisory

    Village Bakery

    Financial Advisor

    Not Disclosed

    07/10/2024

    Learn More
  • 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

    Learn More
  • M&A Advisory

    Has Acquired

    M&A Advisory

    Aurora Capital Partners

    Financial Advisor

    Family Office Advisory

    Private Companies

    Financial Sponsors

    Not Disclosed

    07/01/2024

    Learn More
  • M&A Advisory

    Has Been Acquired By

    M&A Advisory

    GlobalWorx Inc.

    Financial Advisor

    Private Companies

    Not Disclosed

    06/21/2024

    Learn More
  • M&A Advisory

    Has Agreed To Acquire

    $504 Million

    M&A Advisory

    IQVentures Holdings, LLC

    Financial Advisor

    Public Companies

    $504 Million

    06/17/2024

    Learn More
  • M&A Advisory

    Has Sold A Majority Stake To

    M&A Advisory

    Vectron Systems AG

    Financial Advisor

    Not Disclosed

    06/17/2024

    Learn More
  • M&A Advisory

    Has Agreed To Partner With

    M&A Advisory

    Mack's Prairie Wings

    Financial Advisor

    Private Companies

    Private Company Advisory

    Not Disclosed

    05/17/2024

    Learn More
  • M&A Advisory

    Has Agreed To Sell Three Branches To

    $105 Million Deposits

    M&A Advisory

    LINKBANCORP, Inc.

    Financial Advisor

    $105 Million Deposits

    05/09/2024

    Learn More
  • M&A Advisory

    A Portfolio Company Of

    Has Been Sold To

    M&A Advisory

    MK Test Systems

    Sell-Side Advisor

    Not Disclosed

    05/01/2024

    Learn More
  • M&A Advisory

    Has Agreed To Sell Six Branches To

    $13 Million

    M&A Advisory

    Amerant Bancorp Inc.

    Financial Advisor

    Public Companies

    $13 Million

    04/17/2024

    Learn More
  • M&A Advisory

    Has Received An Investment From

    $30 Million

    M&A Advisory

    Ecotrak, LLC

    Financial Advisor

    Private Companies

    $30 Million

    04/15/2024

    Learn More
  • M&A Advisory

    Has Agreed To Acquire

    $66 Million

    M&A Advisory

    Capital Bancorp, Inc.

    Advisor & Fairness Opinion

    Public Companies

    $66 Million

    03/28/2024

    Learn More

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