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Private Company Advisory

Overview

Stephens’ Private Company Advisory (PCA) team delivers investment banking services to private and family-owned businesses. Since 1933, Stephens has helped founders, families and chief executives of private companies achieve their personal goals as well as their corporate objectives. The PCA team closely coordinates with their investment banking colleagues who specialize by industry sector and product to deliver the full array of Stephens’ capabilities to private companies.  
 
Trusted Advisor for Private and Family-Owned Companies

As a privately held, family-owned company, and as successful investors ourselves, we have faced many of the same financial and strategic issues that concern our clients.

  • Confidential, Strategic and Tactical Advice from Industry and Transaction Specialists
  • A Trusted M&A Advisor – for Industry or Company Changing Transactions
  • Financing Solutions to Reach the Next Level of Growth
  • Creative Structuring to Address the Liquidity Needs of Multiple Generations or Minority Shareholders
  • Wealth Management Strategies and Succession Planning