Capital Thinking
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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.
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.
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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.
We provide fiduciary investment strategies to public-and private-sector institutional clients through asset allocation, consulting, and retirement services.
Decades of proven performance and experience in providing tailored fixed income trading and underwriting services to major municipal and corporate issuers.
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.
We assist companies with accessing capital through innovative advisory and execution services that help firms achieve their strategic goals.
We have been a trusted and reliable source of capital for private companies for over 70 years.
Our experienced Private Client Group professionals develop customized investment strategies to help clients achieve their financial goals.
We are a trusted municipal advisor with proven expertise in public financings. We also work with clients in negotiated and competitive municipal underwritings.
Capital Thinking
Family Offices are driven by legacy, alignment, and long-term value creation. Stephens’ Family Office Coverage Group has built relationships with more than 400 Family Offices and completed over $10 billion in transactions. Learn what truly defines a great Family Office deal—and why alignment matters most.
What happens when experience in dealership M&A meets deep relationships across private capital markets?
Joe Mowery, Head of Dealerships, and Mickey McFarlin, Head of Private Capital Markets at Stephens, share how their teams help dealership owners think beyond traditional buyers, connecting them with family office investors who bring long-term vision, aligned values, and patient capital.
Stephens Managing Director Melissa Roberts, head of Strategic Opportunities & Index Rebalancing research, explains why banks tend to fair better than other industries when added to indexes. The biggest driver is regulation, banks are generally more regulated than other industries and historically had less liquidation risk.
Private credit is transforming capital markets, now a $1.35 trillion industry. Non-bank lenders offer flexibility and tailored financing beyond traditional banks. Davidson Hall, Managing Director, Co-Head of Debt Capital Markets, explains how Stephens Debt Advisory helps businesses secure optimal debt solutions in today’s complex landscape.
After a period of uncertainty that tested the advertising world, characterized by volatile budgets and a quieter M&A landscape, a confluence of potent market forces could be set to energize the prospects of the performance marketing sector.
