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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

    Coastal Financial Corporation

    Coastal Financial Corporation Closes Subordinated Notes Offering. Stephens served as co-placement agent in the offering. | $25 Million | 08/17/2021

    Coastal Financial Corporation
  • Investment Banking

    Broken Arrow Communications, Inc.

    Broken Arrow Communications, Inc. Has Been Acquired By QualTek, LLC. Stephens served as exclusive financial advisor to Broken Arrow Communications, Inc. in its sale to Qualtek, LLC.

    Broken Arrow Communications, Inc.
  • Investment Banking

    Ambri Inc.

    Ambri Inc. Secures Private Placement. Stephens served as financial advisor to Ambri Inc. | $144 Million | 08/09/2021

    Ambri Inc.
  • Investment Banking

    Traditions Bancorp, Inc.

    Traditions Bancorp, Inc. Has Completed Its Share Buyback. Stephens acted as financial advisor to Traditions Bancorp, Inc.

    Traditions Bancorp, Inc.
  • Investment Banking

    Periscope Holdings, Inc.

    Periscope Holdings, Inc.
  • Investment Banking

    Periscope Holdings, Inc.

    Periscope Holdings, Inc. Has Been Acquired By mdf commerce inc. Stephens served as exclusive financial advisor to Periscope Holdings, Inc. | $207.3 Million | 08/31/2021

    Periscope Holdings, Inc.
  • Investment Banking

    The First Bancshares, Inc.

    The First Bancshares, Inc. Has Agreed To Acquire Seven Northeast Mississippi Branches. Stephens served as exclusive financial advisor to The First Bancshares, Inc.

    The First Bancshares, Inc.
  • Investment Banking

    Premiere Precision Components

    Stephens served as exclusive financial advisor to Premiere Precision Components

    Premiere Precision Components
  • Investment Banking

    Fortress Transportation and Infrastructure Investors LLC

    Fortress Transportation & Infrastructure Investors LLC Prices Follow-on Offering. Stephens served as Co-Manager on the offering. | $306 Million | 09/09/2021

    Fortress Transportation and Infrastructure Investors LLC
  • Investment Banking

    True

    True Has Acquired Sneak Energy Limited. Stephens served as buy-side advisor to True on the acquisition of Sneak.

    True
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