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The Stephens Group operates as a private investment firm, actively partnering with entrepreneurs and management teams to build exceptional businesses focused on long-term, sustainable value creation. Their core strategy leverages decades of mergers and acquisitions expertise alongside robust origination capabilities, facilitating buy-and-build initiatives. This involves helping portfolio companies define inorganic growth strategies and identifying strategic acquisition targets to enhance market position and operational efficiency.
The firm was founded in 1933 by Witt Stephens, Sr., originally established as WR Stephens Investment Company. His foundational insight centered on a steadfast commitment to enduring principles and high standards in investment, creating a legacy of successful private capital partnerships. This rich, multi-generational history underscores the firm's profound experience and established presence within the investment landscape.
The Stephens Group primarily serves entrepreneurs and management teams seeking strategic capital and partnership for growth. Their long-term vision is to foster significant value in their portfolio companies through continuous diligent sourcing, comprehensive transaction execution, and effective leadership incentives. They strive to extend their established track record of value creation across diverse industries for decades to come.
Key people at The Stephens Group.
The Stephens Group was founded in 1933 by Elizabeth S. Campbell (Co-Founder and Co-Chairman) and Jackson T. Stephens (Founder).
Key people at The Stephens Group.
The Stephens Group has 6 tracked investments across 2 companies. The latest tracked deal is $100.0M Debt / Other Equity in DISCO in December 2020.
| Date | Company | Round | Lead Investor(s) | Co-Investor(s) |
|---|---|---|---|---|
| Dec 17, 2020 | DISCO | $100.0M Debt / Other Equity | — | Bessemer Venture Partners, Breyer Capital, Kevin Urban, Tyson Baber, LiveOak Venture Partners |
| Jan 24, 2019 | DISCO | $83.0M Other Equity | Tyson Baber | Bessemer Venture Partners, Comerica Bank, LiveOak Venture Partners |
| Jan 1, 2019 | DISCO | $83.0M Series E | Georgian Partners | Bessemer Venture Partners, Index Ventures, Intel Capital, SYN Ventures, Comerica Bank, LiveOak Venture Partners |
| Jan 30, 2018 | DISCO | $20.0M Other Equity | BOB Goodman | LiveOak Venture Partners |
| Jan 1, 2018 | DISCO | $20.0M Series D | Bessemer Venture Partners | Index Ventures, Intel Capital, SYN Ventures, LiveOak Venture Partners |
| Sep 15, 2011 | FireHost | $10.0M Series B | The Stephens Group | — |
The Stephens Group was founded in 1933 by Elizabeth S. Campbell (Co-Founder and Co-Chairman) and Jackson T. Stephens (Founder).
