Specialty Finance Investment Banking Services | Stephens

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 corporate philanthropy; economic and financial literacy advocacy; and diversity, equity, and inclusion initiatives.

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.

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.

Financial Institutions Group

Specialty Finance

Our team represents the longest-standing franchise dedicated to the Specialty Finance sector, leveraging expertise built from executing M&A and capital raising advisory transactions for commercial and consumer finance clients across North America and Europe.

Our senior specialty finance bankers work as a team to provide expert market intelligence, advisory and execution services while aligning with our specialty finance clients as partners and not competitors. We have deep relationships with public and private financing sources. This enables us to develop innovative debt and equity capital raising as well as buy side and sell side strategies.

Featured Specialty Finance Transactions

  • M&A Advisory

    Has Agreed To Acquire

    $504 Million

    M&A Advisory

    IQVentures Holdings, LLC

    Financial Advisor

    Specialty Finance

    Public Companies

    $504 Million

    06/17/2024

    Learn More
  • Debt Capital Markets

    Senior Secured Revolving ABL Facility & Senior Secured Revolving Warehouse Facility

    Debt Capital Markets

    The Olive Group

    Financial Advisor

    Specialty Finance

    Private Companies

    Not Disclosed

    04/25/2024

    Learn More
  • Debt Capital Markets

    Senior Secured Revolving Credit Facility

    $50 Million

    Debt Capital Markets

    Cashco Financial Inc.

    Financial Advisor

    Specialty Finance

    Private Companies

    $50 Million

    04/17/2024

    Learn More
  • Debt Capital Markets

    Asset-Backed Securitization

    $1.5 Billion

    Debt Capital Markets

    Westlake Services, LLC

    Co-Manager

    Specialty Finance

    Private Companies

    $1.5 Billion

    03/14/2024

    Learn More

Senior Specialty Finance Bankers