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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

    <strong>Mid Penn Bancorp, Inc. (NASDAQ: MPB) Follow-On Offering</strong> | $70 Million | 11/01/2024

    Mid Penn Bancorp, Inc.
  • Investment Banking

    <strong>Openwork Holdings Limited has received a minority investment by Bain Capital</strong>

    Openwork Holdings Limited
  • Investment Banking

    <strong>JBR Auto Holdings Limited, a portfolio company of Cabot Square Capital, has been acquired by Shawbrook Bank Limited</strong>

    JBR Auto Holdings Limited
  • Public Finance

    Waterworks and Sewer System Improvement Revenue Bonds, Series 2024 | $42,765,000 | 10/31/2024

  • Investment Banking

    <strong>Atlantic Union Bankshares Corporation (NYSE: AUB) Follow-On Offering</strong> | $350 Million | 10/21/2024

    Atlantic Union Bankshares Corporation
  • Insurance

    The rise in increase of freight broker identity theft and falsified shipping documents calls for enhanced verification protocols throughout the shipping process. From confirming carrier details to maintaining strong communication with drivers and warehouses, Stephens outlines essential fraud prevention tactics to safeguard your business.

    Freight Broker & Shipper Security Best Practices
  • Fixed Income Sales & Trading

    The Labor Department reported that <strong>initial jobless claims </strong>spiked to a one-year high last week, reflecting increases in Michigan and states hit by Hurricane Helene. The jobless claims data are likely in for a stretch of volatility in the wake of hurricanes Helene and Milton, complicating efforts by the Federal Reserve to accurately gauge underlying developments in the labor market. First time claims in regular state programs recorded 258,000 for the week ending October 5th after the prior week’s report of 225,000. The four-week moving average climbed to 231,000 from 224,250 the prior week. Continuing claims, which include people who have received unemployment benefits for a week or more, increased 42,000 to 1,861,000 for the week ending September 28th. The insured unemployment rate, the number of people currently receiving unemployment insurance as a percentage of the labor force, remained at 1.2%.

    Weekly Economic Review | October 14, 2024
  • Public Finance

    Student Fee Revenue Bonds, Series 2024 | $10,215,000 | 10/22/2024

  • Investment Banking

    <strong>An Undisclosed Seller Divested Its Ownership In Certain Assets In Oklahoma and The Eagle Ford</strong> | $168.0 Million | 10/01/2024

    Undisclosed Seller
  • Investment Banking

    <strong>An Undisclosed Seller Divested Its Ownership In Certain Assets In Oklahoma and The Eagle Ford</strong> | $98.0 Million | 10/01/2024

    Undisclosed Seller