Investment Banking
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If you have any questions or concerns about someone from Stephens contacting you, please call your Stephens Representative or reach out to us via our Contact Us form.
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 bettering the communities where we live and operate. We do this by supporting corporate philanthropy, economic and financial literacy advocacy, and professional success.
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.
Stephens is the official investment banking partner of Williams Racing, one of the most winning teams in F1 history. We share that tradition of success.
We host many highly informative meetings each year with clients, industry decision makers, and thought leaders across the U.S. and in Europe.
Investment Banking
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.
05/05/2026
Food & Agribusiness
Complete
$2.35 Billion
04/15/2026
Power & Industrial Technology
Pending
$670 Million
02/11/2026
Energy & Clean Energy Transition
Complete
02/04/2026
Specialty Distribution
Complete
02/01/2026
Energy & Clean Energy Transition
Complete
Debt Capital Markets
Has Raised Debt Financing To Support Its Acquisition Of
Debt Capital Markets
Royal Cup Coffee and Tea
Financial Advisor
Private Companies
Public Companies
Financial Sponsors
05/05/2026
Learn MoreM&A Advisory
A Portfolio Company Of
Has Acquired
M&A Advisory
Royal Cup Coffee and Tea
Financial Advisor
Private Companies
Public Companies
Financial Sponsors
05/05/2026
Learn MoreM&A Advisory
Has Acquired a Portfolio Of 35 Sites From ATS Euromaster
M&A Advisory
Has Been Acquired By
M&A Advisory
Has Agreed To Acquire
A Portfolio Company Of
$2.35 Billion
M&A Advisory
ESCO Technologies Inc.
Financial Advisor
Public Companies
M&A Advisory
A Portfolio Company Of
Has Acquired
M&A Advisory
Nth Degree
Financial Advisor
Financial Sponsors
Private Companies
04/02/2026
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Has Been Acquired By
Through Its Subsidiary
M&A Advisory
Have Acquired Assets From
$670 Million
M&A Advisory
Warwick Capital Partners
Placement Agent
Private Companies
Public Companies
Family Office Advisory
Financial Sponsors
M&A Advisory
A Portfolio Company Of
Has Acquired
M&A Advisory
Total PowerGen Solutions
Buy-side Financial Advisor
Financial Sponsors
Private Companies
02/04/2026
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Has Been Acquired By
M&A Advisory
Recapitalized Its Fund 15 Mineral And Royalty Partnership
M&A Advisory
Coronado Resources
Financial Advisor
Family Office Advisory
Private Companies
02/01/2026
Learn MoreM&A Advisory
A Portfolio Company Of
Has Sold
To
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