Investment Banking
We provide investment banking, research, sales and trading, asset and wealth management, public finance, insurance, private capital, and family office services.
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 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.
Our reputation as a leading independent financial services firm is built on the stability of our longstanding and highly experienced senior executives.
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.
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 is the official investment banking partner of Williams Racing, one of the most winning teams in F1 history. We share that tradition of success.
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
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.
$1.4 Billion
03/11/2025
Diversified Industrials & Services
Pending
02/20/2025
Financial Institutions
Pending
$1.34 Billion
02/18/2025
Dealerships
Pending
$120 Million
02/11/2025
Diversified Industrials & Services
Complete
$865 Million
02/03/2025
Power & Industrial Technology
Complete
02/03/2025
Diversified Industrials & Services
Complete
$214 Million
01/10/2025
Depository
Pending
$125 Million
01/02/2025
Energy & Clean Energy Transition
Complete
M&A Advisory
Has Agreed To Be Acquired By
$1.4 Billion
M&A Advisory
Fibrebond Corporation
FINANCIAL ADVISOR
Private Companies
Public Companies
M&A Advisory
Invested In
M&A Advisory
PSG Equity L.L.C.
FINANCIAL ADVISOR
Financial Sponsors
M&A Advisory
Has Agreed To Be Acquired By
M&A Advisory
Lone Star Capital Bank, N.A.
FINANCIAL ADVISOR
Private Companies
M&A Advisory
Has Agreed To Be Acquired By
$1.34 Billion
M&A Advisory
The Herb Chambers Companies
FINANCIAL ADVISOR
Private Companies
Public Companies
M&A Advisory
A Portfolio Company Of
Has Been Acquired By
$120 Million
M&A Advisory
Lane Supply, Inc.
FINANCIAL ADVISOR
Financial Sponsors
Private Companies
Public Companies
M&A Advisory
Has Been Acquired By
$865 Million
M&A Advisory
Miller Electric Company
FINANCIAL ADVISOR
Private Companies
Public Companies
M&A Advisory
A Portfolio Company Of
Has Been Acquired By
M&A Advisory
Building Controls & Solutions
FINANCIAL ADVISOR
Financial Sponsors
M&A Advisory
Has Acquired
M&A Advisory
GENUI
FINANCIAL ADVISOR
Private Companies
Financial Sponsors
M&A Advisory
Has Partnered With
M&A Advisory
Pediatrics Plus
FINANCIAL ADVISOR
Financial Sponsors
Family Office Advisory
Private Companies
M&A Advisory
Has Agreed To Merge With
$214 Million
M&A Advisory
CNB Financial Corporation
Financial Advisor
Public Companies
M&A Advisory
Has Been Acquired By
$125 Million
M&A Advisory
Profire Energy, Inc.
Financial Advisor
Public Companies
M&A Advisory
Has Been Acquired By
A Portfolio Company Of
M&A Advisory
Valir Physical Therapy
FINANCIAL ADVISOR
Private Companies
Subscribe to receive the latest Stephens Investment Banking transaction announcements to your inbox.