Stephens
Little Rock, Arkansasstephens.com
Overview
Stephens Inc. is a family-owned financial services firm specializing in investment banking, asset and wealth management, public finance, and insurance . The firm offers investment banking and advisory services, research, sales and trading, asset management, public finance, insurance, wealth management, private capital, and family office services . Their clients include corporations, state and local governments, institutional and individual investors .
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| Ledgebrook | Jun 2025 | Series C | Lead |
| Quantifind | Jan 2025 | VC Round | Co-investor |
| Visionary Integration Professionals | Oct 2024 | Buyout/LBO | Co-investor |
| Ledgebrook | Sep 2024 | Series B | Co-investor |
| Advanced Battery Concepts | Jan 2023 | Series C | Lead |
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
