Stephens has a rich history of advising on successful mergers and acquisitions. We are long-term thinkers. Our experienced senior bankers bring access to the right buyers and sellers, for both public and private transactions, including family-owned businesses.

We excel at preparing and advising lower middle market companies to execute significant capital raise, sell side or growth through acquisition strategies. We also are adept at helping family owned businesses to maximize their objectives, including valuation.

Our practice brings unrivaled experience to firms in need of capital structure and balance sheet solutions. We draw upon the full resources of Stephens Investment Banking, and the firm’s ownership mentality, to provide debtors and creditors with astute advice.

With one of the longest serving and most active advisory practices in operation, we excel at helping firms access public and private debt capital in a discreet and efficient manner. Stephens also has robust institutional and retail distribution capabilities.

We excel at helping clients access equity capital to achieve their strategic and financial goals, such as organic or inorganic growth. Our public markets insights are second to none. We also have robust institutional and retail distribution capabilities.

Stephens has been a family-owned private company since inception. This gives us special insight into the needs of privately held businesses, including those with family structures, which often have different priorities than public and sponsor-owned firms.