Stephens Group

With a legacy spanning over nine decades, Stephens Group has partnered with entrepreneurs and management teams to build exceptional businesses that deliver long-term, sustainable value. The firm operates as a private, family-owned investment firm, leveraging the resources and expertise of the Stephens family to provide strategic guidance and capital to its portfolio companies. Their approach is rooted in principles of fairness, transparency, respect, and alignment, ensuring authentic partnerships that foster mutual success.

Stephens Group's investment strategy encompasses both buyout and growth equity investments, targeting companies with revenues ranging from $25 million to $150 million and EBITDA between $5 million and $30 million. The firm focuses on sectors such as industrial products and services, vertical software, and opportunistic investments, seeking opportunities where they can add value through active board oversight, operational excellence, and strategic acquisition leadership. Their flexible capital structure allows them to invest in strategies that maximize long-term value, supporting companies as they pursue aggressive acquisition and growth strategies.

Over the years, Stephens Group has demonstrated a commitment to its values and mission, maintaining a reputation as authentic partners in the investment community. Their enduring capital and operational expertise have enabled them to build a diverse portfolio of companies across North America, contributing to the growth and success of numerous businesses. The firm's dedication to ethical stewardship and purposeful investment continues to drive its success and the success of its partners.