Cowen Group

Financial Advisory

Financial Technology Biographies

Matthew Epstein

Managing Director
matthew.epstein@cowen.com

Matthew Epstein is the Head of Financial Technology Investment Banking at Cowen. He enjoys more than 15 years experience working on a wide range of M&A and financing transactions. During his career, Mr. Epstein has advised on more than $50 billion in M&A and $3.5 billion in financing transactions, including Fiserv's $4.4 billion acquisition of CheckFree, Digital Insight's $1.4 billion sale to Intuit, and Providence Equity's and The Carlyle Group's joint $1.3 billion acquisition of Open Solutions. Prior to joining Cowen, Mr. Epstein served as SVP, Strategic Partnerships at Fiserv, Inc., and before that headed the financial technology investment banking practice at Merrill Lynch.