Stephens Group, LLC
The Stephens Group, LLC is a private investment firm headquartered in Little Rock, Arkansas. Founded in 2006 and backed by the Witt Stephens and Elizabeth Campbell families, the firm combines private equity operational expertise with the flexibility of long-term family capital. With nearly $2 billion in private equity assets under management, the firm targets control and significant minority investments in middle-market companies primarily across the United States, spanning sectors such as industrial and commercial products, specialty distribution, B2B food, technology infrastructure, and tech-enabled services. The company typically serves business owners and management teams seeking value-added partnership. The Stephens Group employs approximately 30-50 professionals.
Investment Strategy
The Stephens Group pursues a flexible, long-term investment approach. Leveraging its evergreen family capital, the firm invests primarily in middle-market businesses with compelling growth and value-creation potential. Its strategy centers on partnering with management teams for both control and significant minority investments, bringing operational resources and domain expertise to improve company performance. The firm values alignment with management, emphasizes fairness, transparency, and long-term stewardship, and is not constrained by finite fund life or external investor pressures. Focus areas include industrial and commercial products and services, specialty distribution, B2B food, technology infrastructure, and tech-enabled services. The Stephens Group relies on industry knowledge, disciplined execution, and the ability to support companies through changing business cycles.
Top Holdings
Equity Positions (3)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
E ET | ENERGY TRANSFER L P | 51.58% | $95.7M | 5,574,335 | $8.23 | $17.16 | -$5.4M |
L LAW | CS DISCO INC | 27.16% | $50.4M | 7,796,632 | $35.75 | $6.46 | +$16.3M |
W WEST | WESTROCK COFFEE CO | 21.26% | $39.4M | 8,110,043 | $10.33 | $4.86 | -$7.1M |