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.
Each client, and each investment banking transaction, is unique. However, we bring a wealth of experience and depth of expertise to all assignments, delivering consistently insightful perspectives coupled with strong execution.
05/31/2024
Diversified Industrials & Services
Complete
$70 Million
04/25/2024
Services
Complete
$50 Million
04/17/2024
Specialty Finance
Complete
$30 Million
04/15/2024
Technology, Media & Telecom
Complete
$1.5 Billion
03/14/2024
Specialty Finance
Complete
12/23/2023
Energy & Clean Energy Transition
Complete
$66.2 Million
12/21/2023
Diversified Industrials & Services
Complete
12/07/2023
Diversified Industrials & Services
Complete
M&A Advisory
Has Been Acquired By
M&A Advisory
GlobalWorx Inc.
Financial Advisor
Private Companies
Debt Capital Markets
Has Acquired
Debt Capital Markets
Stellex Capital Management
Financial Advisor
Financial Sponsors
Private Companies
M&A Advisory
Has Agreed To Partner With
M&A Advisory
Mack's Prairie Wings
Financial Advisor
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
Private Companies
Debt Capital Markets
$70 Million
Debt Capital Markets
One Source Restoration, LLC
Co-Financial Advisor
Private Companies
Debt Capital Markets
Senior Secured Revolving Credit Facility
$50 Million
Debt Capital Markets
Cashco Financial Inc.
Financial Advisor
Private Companies
M&A Advisory
Has Received An Investment From
$30 Million
Debt Capital Markets
Asset-Backed Securitization
$1.5 Billion
Debt Capital Markets
Westlake Services, LLC
Co-Manager
Private Companies
M&A Advisory
Has Been Acquired By An Undisclosed Buyer
M&A Advisory
Morning Fresh Farms
Financial Advisor
Private Companies
M&A Advisory
Has Divested Oil & Gas Assets In Southwest Texas
M&A Advisory
El Toro Resources LLC
Financial Advisor
Private Companies
M&A Advisory
Has Acquired
$66.2 Million
M&A Advisory
United Petroleum Transports, Inc.
Financial Advisor
Private Companies
Public Companies
M&A Advisory
Has Received A Growth Investment From
M&A Advisory
The Integration Group
Financial Advisor
Private Companies
Subscribe to receive the latest Stephens Investment Banking transaction announcements to your inbox.
Success
You're now subscribed.