Private Wealth ManagementPlanning, advice and strategies for growing, preserving and transferring assets.
InsuranceCustom solutions for home and property, life, disability, and liability.
ResearchProprietary research available to our wealth management clients.
Objective, expert advice and a full array of services to clients in a broad range of industries
Investment BankingPublic FinanceResearchEquity Sales & TradingFixed Income Sales & Trading
Capital ManagementMore than $4.1 billion under management and a unique perspective on investing.
Private EquityPartnering with exceptional management teams to build businesses.
Corporate Risk ManagementCustom commercial insurance solutions to protect assets and control costs.
Employee BenefitsComprehensive advice and solutions for employee benefits.
Mergers & Acquisitions
Equity Financing
Debt Financing
Click to learn about our London and Frankfurt offices.
Aerospace & Defense
Consumer
Energy
Industrial
Financial Services
Healthcare & Life Sciences
Power & Industrial Technology
Technology
Telecom & Media
Financial Sponsors Group
A Portfolio Company Of
Has Been Acquired by
Advisor
Has Agreed To Acquire
Initial Public Offering
Bookrunner
Senior Secured Credit Facility
Has Divested
its Cardiothoracic closure business to A&E Medical
Follow-On Offering
Sole Bookrunner
Has Acquired
Lead Bookrunner
See details on recent and pending investment banking transactions.
Go to Current Transactions
Our founders’, Jack and Witt Stephens, partnership began with a handshake that lasted for 60 years. This is the mentality and integrity we bring to every client relationship. Here a few share their experiences working with Stephens.
Watch here