We harvest the deep expertise of our senior bankers and product specialists to deliver corporate clients impactful strategic advice and flawlessly executed equity and debt financings aimed at helping them outperform.
Cowen is focused on key sectors of the US economy. Our corporate clients are having a profound impact on the global economy, and we are proud to lead manage their capital raising efforts and advise them on company-defining M&A transactions.
We help our clients achieve their goals by consistently delivering for them. We bring clients the best of our professionals’ collective experience, providing holistic capital markets and strategic advice, thought leadership and connectivity to our industry relationships.
Balance Sheet Advisory
Our balance sheet advisory professionals advise stressed and distressed companies with respect to managing liquidity, understanding working capital alternatives and projections and considering capital structure alternatives. Our team is highly experienced in both Chapter 11 proceedings and out-of-court restructurings.
When acting for individual creditors or committees (official and ad hoc), the balance sheet advisory team is focused on maximizing recoveries for its clients. Understanding the valuation of a distressed company – both assets and enterprise value – allows us to help constituencies develop negotiating positions and potential restructuring alternatives.
Cowen’s advisory professionals deliver impactful advice and tailored solutions that address our clients’ challenges and opportunities.
Mergers and Acquisitions
Our M&A professionals have demonstrated expertise in sales and divestitures, strategic partnerships, mergers & acquisitions, fairness opinions / valuations, cross border transactions, takeover defense and shareholder activist situations. We are equally active with private and public companies in key sectors of the US economy.
We leverage our expertise in capital markets to bring clients a tailored solution that facilitates its company-defining M&A transaction.
Super Service is one of the 100 largest for-hire dry van truckload carriers in the United States and provides regional hauling, dedicated trucking and logistics services to core U.S. markets primarily east of the Mississippi River.
GES specializes in production processing and test equipment design, volume manufacturing, and global services for the semiconductor and electronics product manufacturing industry.
Xcerra Corporation provides test and handling capital equipment, interface products, and test fixtures and related services to the semiconductor and electronics manufacturing industries worldwide
Davies BellerManaging Director and Co-Head, Information and Technology Services415 646 7380
Lorie BeersManaging Director and Head, Special Situations646 562 1250
James KissaneManaging Director and Co-Head, Information and Technology Services646 562 1144
Scott LemoneManaging Director and Head, Consumer646 562 1281
Chris McCabeManaging Director and Head, Technology, Media and Telecom415 646 7295
George MilsteinManaging Director and Head, Health Care415 646 7394
John P. NelsonManaging Director and Head, Industrials646 562 1186
Prasad ParmeshwaranManaging Director, Health Care415 646 7251
Matthew S. RovelliManaging Director and Head, Energy281 657 6801
Setch SubudhayangkulManaging Director, Technology, Media and Telecom415 646 7350
Ted ThomaManaging Director, Industrials646 562 1146
Theodore E. TutunManaging Director and Head, Financial Sponsor Coverage646 562 1242
Michael WildishManaging Director and Head, Mergers and Acquisitions646 562 1141
Head of Mergers & Acquisitions
D 646 562 1141
Equity Capital Markets
Our equity capital markets team is experienced in the successful execution of all types of private and public equity offerings including:
- Confidentially Marketed Public Offering (CMPO)
- Registered Direct (RD)
- Private Placement
- At-the-Market Offering (ATM)
- Convertible Bond
- Other hybrid solutions
Our team has outstanding institutional relationships and proven experience in efficiently managing and positioning stories with the investment community. We are in daily communication with institutional investors worldwide, providing us with a live pulse on the market.
Our leading equities market share within key sectors of the US economy enables us to have a deep perspective on core investment themes. In other words, we know what it takes to help our clients achieve their goals.
Asure Software provides cloud-based softwares-as-a-service time & labor management and workspace management solutions worldwide
Immunomedics, Inc. is a clinical-stage biopharmaceutical company developing monoclonal antibody-based products for the targeted treatment of cancer, autoimmune disorders and other serious diseases
Madrigal is a clinical-stage biopharmaceutical company focused on the development and commercialization of innovative therapeutic candidates for the treatment of cardiovascular, metabolic, and liver diseases.
Grant MillerManaging Director and Head, Equity Capital Markets646 562 1164
Michael CampbellManaging Director, Equity Capital Markets415 646 7262
Jason FentonManaging Director, Equity Capital Markets646 562 1294
Bill FollisManaging Director, Equity Capital Markets646 562 1237
Chris WeekesManaging Director, Equity Capital Markets646 562 1133
Head of Equity Capital Markets
D 646 562 1164
Debt Capital Markets
Our debt capital markets team is experienced in every type of debt including:
- ABL facilities
- Secured loan
- Unsecured debt
- Mezzanine debt
- High yield debt
- Other customized debt solutions
We operate primarily in the private markets and our transactions span the entire capital structure.
Cowen specializes in “solutions financing”, where a customized product is required to address a unique need (e.g. corporate structure issues, dividend recap desires, atypical collateral for a bond, non-call period to support investment horizon, etc.).
Therapeutics MD operates as women's healthcare product company. Its portfolio of hormone therapy drugs include candidates for the treatment of moderate to severe vasomotor symptoms due to menopause and for the treatment of moderate to severe syspareunia.
EOC Group is a leader in the automotive service industry, operates automotive service centers providing total car care solutions to customers across 15 states.
Par Pacific is a growth-oriented company that owns, manages and maintains interests in energy and infrastructure businesses
Craig E. ZaphManaging Director and Head, Debt Capital Markets646 562 1188
Miguel RomanManaging Director and Head, Leveraged Capital Markets and Syndicate646 562 1187
Craig E. Zaph
Head of Debt Capital Markets
D 646 562 1188
The accomplishments of our investment banking team are possible because of the range of our professionals’ experience and the depth of our client relationships. Our senior professionals have decades of experience on Wall Street at bulge and growth-focused firms.
Larry WieseneckManaging Director and Co-President, Cowen and Company646 562 1277
Frank DunlevyVice Chairman, Investment Banking415 646 7475
Rene M. KraenzlinManaging Director and COO, Investment Banking646 562 1117