Search | Stephens

Stephens will never ask clients or prospective clients for personal or financial information, or provide investment advice, via social media, or WhatsApp.

If you have any questions or concerns about someone from Stephens contacting you, please call your Stephens Representative or reach out to us via our Contact Us form.

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 bettering the communities where we live and operate. We do this by supporting corporate philanthropy, economic and financial literacy advocacy, and professional success.

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.

Stephens & Atlassian Williams F1 Team

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.

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.

Insurance

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.

Stephens 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.

Magnifying Glass
Showing 4646 search results
  • Investment Banking

    QK Holdings, LLC has been acquired by WKS Restaurant Group. Stephens served as exclusive financial advisor to QK Holdings, LLC.

    QK Holdings, LLC
  • Investment Banking

    Fletcher Jones Automotive Group has completed its sale of Big Island Honda to Tony Group. Stephens served as exclusive financial advisor, and Underwood & Roberts served as legal counsel, to Fletcher Jones Automotive Group.

    Big Island Honda
  • Investment Banking

    Fletcher Jones Automotive Group has completed its sale of Porsche of Hawaii to JN Group. Stephens Inc. served as exclusive financial advisor to Fletcher Jones Automotive Group.

    Porsche of Hawaii
  • Investment Banking

    J.R. Thompson Company, LLC has been acquired by Crown Capital Investments. Stephens served as the exclusive financial advisor to J.R. Thompson Company, LLC.

    J.R. Thompson Company, LLC
  • Investment Banking

    Alpha Teknova, Inc. prices initial public offering. Stephens served as co-manager on the offering. | $96 Million | 06/24/2021

    Alpha Teknova, Inc.
  • Investment Banking

    In 2019, of the Fortune 500 list of top U.S. companies, 33 firms had women CEOs; the highest number on record and a big increase from the two women on the list in 1999. In the first quarter of 2020, women were leading some of the largest multinational corporations in the U.S., including IBM, Oracle, Lockheed Martin, and General Motors.

    The Women at the Top of Great American Family Businesses
  • Corporate

    Americans have been living under the Covid -19 cloud now for almost two years. Every aspect of our lives has been touched by Covid, including individual health, business strength and the vigor of the U.S. economy.

    Viewpoint | A Stephens Inc. Economic and Financial Commentary - January 3, 2022
  • Investment Banking

    Kimbell Royalty Partners, LP prices Its follow-on offering. Stephens served as co-manager on the offering. | $107 Million | 11/03/2022

    Kimbell Royalty Partners, LP
  • Investment Banking

    Kimbell Royalty Partners, LP prices Its follow-on offering. Stephens served as co-manager on the offering. | $52.5 Million | 11/09/2021

    Kimbell Royalty Partners, LP
  • Investment Banking

    Direct Digital Holdings, LLC closes senior secured term loan and delayed draw facility. Stephens served as exclusive financial advisor to Direct Digital Holdings in the transaction.

    Direct Digital Holdings, LLC