We provide investment banking, research, sales and trading, asset and wealth management, public finance, insurance, private capital, and family office services.
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 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.
Our reputation as a leading independent financial services firm is built on the stability of our longstanding and highly experienced senior executives.
We are committed to corporate philanthropy; economic and financial literacy advocacy; and diversity, equity, and inclusion initiatives.
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.
We host many highly informative meetings each year with clients, industry decision makers, and thought leaders across the U.S. and in Europe.
Stephens has been a family-owned private company since inception. This gives us special insight into the financing and M&A needs of privately held businesses, which often have different priorities than public companies.
Whether helping a founder’s long-term plan create value, refinancing to fuel transformative growth, or diversifying a legacy brand through an acquisition, our bankers specialize in tailored solutions for clients, throughout the shifting competitive and economic landscape, across all sectors and transaction types.
Our Private Companies' services include: Unvarnished M&A Advisory for Buyers and Sellers, Creative Structuring to Address Shareholder Liquidity Needs, Access to Majority / Minority Equity Capital Alternatives, and more.
Debt Capital Markets
Has Acquired
Debt Capital Markets
Stellex Capital Management
Financial Advisor
Diversified Industrials & Services
Financial Sponsors
Private Companies
M&A Advisory
Has Agreed To Partner With
M&A Advisory
Mack's Prairie Wings
Financial Advisor
Consumer Products & Retail
Private Companies
Private Company Advisory
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
Debt Capital Markets
$70 Million
Debt Capital Markets
One Source Restoration, LLC
Co-Financial Advisor
Services
Private Companies
