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 4643 search results
  • Investment Banking

    CURO Group Holdings Corp.

    CURO Group Holdings Corp. closed on additional commitments from Atalaya Capital Management and another senior lender for its Senior Secured Revolving Credit Facility. Stephens served as exclusive financial advisor to CURO in the transaction. | $200 Million | 07/31/2020

    CURO Group Holdings Corp.
  • Investment Banking

    CURO Group Holdings Corp.

    CURO Group Holdings Corp. closes Senior Secured Revolving Credit Facility. Stephens served as exclusive financial advisor to CURO in the transaction. | $100 Million | 04/08/2020

    CURO Group Holdings Corp.
  • Investment Banking

    AccessOne MedCard, Inc.

    AccessOne MedCard, Inc. closed a new $230 million financing with PNC Bank which included a large securitization facility. Stephens Inc. served as financial advisor to AccessOne in the transaction. | $230 Million | 03/31/2020

    AccessOne MedCard, Inc.
  • Investment Banking

    AccessOne MedCard, Inc.

    AccessOne Medcard, Inc. closes on a new five year, $50 million senior secured ABL credit facility. Stephens Inc. acted as exclusive financial advisor in the transaction. | $50 Million | 01/30/2017

    AccessOne MedCard, Inc.
  • Investment Banking

    Origin Bancorp, Inc.

    Origin Bancorp announced that it has completed the issuance and sale of $80 million of its Fixed-to-Floating Rate Subordinated Notes. Stephens served as sole book-running manager in the offering. | $80 Million | 10/16/2020

    Origin Bancorp, Inc.
  • Investment Banking

    National United Bancshares, Inc.

    National United Bancshares, Inc. has agreed to merge with and into BancorpSouthBank. Stephens served as exclusive financial advisor for and rendered fairness opinion to National United Bancshares, Inc. | $115 Million | 12/02/2020

    National United Bancshares, Inc.
  • Investment Banking

    Mid Penn Bancorp, Inc.

    Mid Penn Bancorp, Inc. announced that it had priced an underwritten public offering. Stephens served as joint bookrunner on the offering. | $65 Million | 04/29/2021

    Mid Penn Bancorp, Inc.
  • Investment Banking

    Five Star Bancorp

    Five Star Bancorp announced the pricing of its initial public offering. Stephens served as a co-manager on the offering. | $105.3 Million | 05/04/2021

    Five Star Bancorp
  • Investment Banking

    Regions Financial Corp.

    Regions Bank, announced it has entered into a definitive agreement to acquire home improvement lender EnerBank USA. Stephens served as exclusive financial advisor to Regions in the transaction. | $960 Million | 06/08/2021

    Regions Financial Corp.
  • Investment Banking

    GlobalSCAPE, Inc.

    GlobalSCAPE, Inc. and HelpSystems, LLC jointly announced they have signed a definitive merger agreement. Stephens served as exclusive financial advisor to GlobalSCAPE. | $219 Million | 08/28/2020

    GlobalSCAPE, Inc.
Right Arrow Right Arrow