The Stephens Group

Fairness, transparency, respect and alignment Our values have stood the test of time and guide all of our investment decisions

• Enduring Capital Backed by private capital, we have unparalleled flexibility, enabling us to weather market turbulence and align with long-term management objectives

Backed by private capital, we have unparalleled flexibility, enabling us to weather market turbulence and align with long-term management objectives

• Enduring Partnerships Driven by genuine concern for the wellbeing of our portfolio companies and other long-term partners, we strive for authenticity in all of our relationships
• The quality of our partnerships is at the center of everything we do

Driven by genuine concern for the wellbeing of our portfolio companies and other long-term partners, we strive for authenticity in all of our relationships The quality of our partnerships is at the center of everything we do

“We have been continuously investing for almost a century and during this time industry trends and business models have changed markedly. Our reputation as authentic partners has not.”

The Stephens Family has partnered with entrepreneurs and management teams for nearly 90 years, building exceptional businesses with long-term, sustainable value We continue to build on that heritage and legacy While our team and capabilities have grown significantly over the years, we have not fundamentally changed We are unwavering in our commitment to the very same principles and standards on which Witt Stephens, Sr founded W R Stephens Investment Company in 1933 PRINCIPLES Businesses in which we invest are many times in some stage of transformation With growth and performance improvement being top of mind for our portfolio companies, we focus on driving activities that create, enhance and sustain lasting value We do so with several key techniques: CREATING VALUE