Stephens hires Brian Robertson | Investment Banking | Stephens

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.


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.

Our Businesses

Capital Management

We provide fiduciary investment strategies to public-and private-sector institutional clients through asset allocation, consulting, and retirement services.

Fixed Income Sales & Trading

Decades of proven performance and experience in providing tailored fixed income trading and underwriting services to major municipal and corporate issuers.

Institutional Equities and Research

Proven industry-leading research, global market insights, and client-focused execution.


Customized risk management, property & casualty, executive strategies and employee benefits solutions that protect our clients over the long term.

Investment Banking

We assist companies with accessing capital through innovative advisory and execution services that help firms achieve their strategic goals.

Private Capital

We have been a trusted and reliable source of capital for private companies for over 70 years.

Private Wealth Management

Our experienced Private Client Group professionals develop customized investment strategies to help clients achieve their financial goals.

Public Finance

We are a trusted municipal advisor with proven expertise in public financings. We also work with clients in negotiated and competitive municipal underwritings.

Back to News
Investment Banking

Stephens adds European Business Services advisory capability with Brian Robertson hire

Apr 5, 2023

Stephens, an independent and family-owned investment bank, has continued the expansion of its European advisory capabilities with the addition of a highly experienced business services sector banker Brian Robertson.

Robertson has been appointed Managing Director, Business Services and joins Stephens integrated Business Services team based across the U.S. and Europe. The hire further strengthens Stephens cross border capabilities, particularly in transatlantic deal flow.

Robertson joins from Evercore, where he was a Managing Director of its Industrials and Services team after joining in 2017 when the team was newly formed. Prior to this, Robertson held positions at Lazard and Morgan Stanley.

Founded in the U.S. in 1933, privately held Stephens established an investment banking presence across the Atlantic in 2014 – opening offices in London and Frankfurt. Stephens international corporate finance advisory business is led by a highly experienced team of professionals with expertise across many sectors, geographies and types of transactions.

The hire of Robertson further extends Stephens footprint in Europe, which now consists of more than 40 investment banking professionals.

“Adding an advisor of Brian’s calibre to our growing team in London further demonstrates our long-term ambitions for Stephens in Europe,” Brad Eichler, Executive Vice President and head of Stephens Investment Banking group, comments. “With his extensive experience, Brian further strengthens Stephens transatlantic value proposition in this important services sector.”

Robertson adds: “Stephens has built a first class reputation as a trusted advisor with integrity and a focus on long-term relationships. With its deep relationships across the private capital ecosystem Stephens is positioned exceptionally well to offer tailored solutions to complex situations. It is a compelling proposition that clients can trust and I look forward to contributing to the firm’s continued growth.”

For more information, visit


About Stephens
“Stephens” (the company brand name) is a leading family-owned investment firm that includes Stephens Inc. (member NYSE/SIPC) and Stephens Europe Limited (Registered office: 12 Arthur Street, London, EC4R 9AB), which is authorised and regulated by the Financial Conduct Authority. © 2023 Stephens.For more information, visit

About Stephens Corporate Finance

Stephens is an independent privately owned full-service investment firm. With offices in the U.S. and Europe, our investment banking division provides independent advice and execution on the full array of investment banking services: mergers and acquisitions, underwritings of public debt and equity securities, private placements of debt and equity, as well as restructurings and recapitalizations.

Media Contacts:
Jamie Legg, KL Communications
+44 (0) 203 995 6670/[email protected]

Hysni Kaso, KL Communications
+44 (0) 203 995 6680/ [email protected]

See All News
Institutional Equities and Research

Trucking Limps Through Another Quarter in Q1 | Transport Topics

Institutional Equities and Research

Red Lobster Files For Bankruptcy: Blame Focuses On Shrimp Deal | Fox Business

Institutional Equities and Research

PACS To Expand Footprint with 53-Facility Portfolio, Adding Nursing Homes in 8 States, ‘Substantially Surpassing’ Forecast | Skilled Nursing News