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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.

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Showing 4643 search results
  • Investment Banking

    A PIPE Transaction Was Executed To Finance The Alight Business Combination. Stephens served as capital markets advisor on the PIPE financing the Alight Business Combination. | $1.55 Billion | 07/06/2021

    Alight Solutions LLC
  • Investment Banking

    Ultima Business Solutions Has Completed The Refinancing Of Its Debt Facilities With Funds Provided By Apera Asset Management. Stephens advised Ultima on its refinancing with funds from Apera Asset Management. | €30 Million | 07/19/2021

    Ultima Business Solutions
  • Investment Banking

    Valley Republic Bancorp Has Agreed To Merge With TriCo Bancshares. Stephens served as exclusive financial advisor to Valley Republic Bancorp & rendered a fairness opinion to its board. | $166 Million | 07/27/2021

    Valley Republic Bancorp
  • Investment Banking

    West Tree Service, Inc. Has Been Acquired By GUNNISON. Stephens served as exclusive financial advisor to West Tree Service, Inc.

    West Tree Service, Inc.
  • Investment Banking

    Finward Bancorp Has Agreed To Acquire Royal Financial, Inc. Stephens served as exclusive financial advisor to Finward Bancorp and rendered a fairness opinion to its board. | $53 Million | 07/29/2021

    Finward Bancorp
  • Investment Banking

    First Mid Bancshares, Inc. Has Agreed To Acquire Delta Bancshares Company. Stephens served as exclusive financial advisor to First Mid Bancshares, inc. And rendered a fairness opinion to its board. | $106 Million | 07/29/2021

    First Mid Bancshares, Inc.
  • Investment Banking

    MaxCyte, Inc. Prices U.S. Initial Public Offering. Stephens served as co-manager on the offering. | $176 Million | 07/29/2021

    MaxCyte, Inc.
  • Investment Banking

    Dole plc Prices Initial Public Offering. Stephens served as co-manager on the offering. | $400 Million | 07/29/2021

    Dole plc
  • Investment Banking

    Lonestar Resources US Inc. Has Agreed To Be Acquired By Penn Virginia Corporation | $370 Million | 07/12/2021

    Lonestar Resources
  • Investment Banking

    Stock Yards Bancorp, Inc. Has Agreed To Acquire Commonwealth Bancshares, Inc. Stephens served as exclusive financial advisor to Stock Yards Bancorp, inc. and rendered a fairness opinion to its board. | $153 Million | 08/03/2021

    Stock Yards Bancorp, Inc.