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.

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.

Ownership Interests

Case Study: Clicklease LLC

May 10, 2022

Clicklease LLC is an online provider of leasing solutions to equipment vendors across the U.S. Stephens Capital Partners (SCP) first partnered with the Clicklease team in 2015 when the company was focused on providing working capital solutions to small businesses.

As that market grew more competitive and the impact of COVID-19 made originations difficult, the company refocused its efforts on equipment leasing solutions. SCP has invested alongside management in several rounds of financing to provide capital for origination growth, investments in the technology platform, and additions to the management team.

Clicklease is focused on assisting its vendor/partners by providing an alternative financing solution to their customers for equipment purchases, generally below $20,000. Clicklease offers a solution that is easy for the customer to use, provides quick approvals and funding, has attractive terms, and utilizes a simple technology interface. Clicklease has approximately 200 employees in Salt Lake City, Utah, and Costa Rica.

  1. Information is current as of May 10, 2022 This material has been prepared solely for informative purposes as of its stated date and is not a solicitation, or an offer, to buy or sell any security. It does not purport to be a complete description of the securities, markets or developments referred to in the material. Information included in the material was obtained from sources that we consider reliable, but we have not independently verified such information and do not guarantee that it is accurate or complete. No subsequent publication or distribution of this material shall mean or imply that any such information or opinion remains current at any time after the stated date of the material. We do not undertake to advise you of any changes in any such information or opinion.