Transactions | Stephens

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We provide investment banking, research, sales and trading, asset and wealth management, public finance, insurance, private capital, and family office services.

About Us

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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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Our Brand Ambassadors

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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

    Has Been Acquired By

    A Portfolio Company Of

    M&A Advisory

    AdvancedONE Legal

    Sell-side Advisor

    Financial Sponsors

    Not Disclosed

    11/29/2022

    Learn More
  • 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

    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

    Learn More

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