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.
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
Steven A. LevyManaging Director, Consumer646 562 1160
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 Sponsors646 562 1242
Michael WildishManaging Director and Head, Merger and Acquisitions646 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.
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
Robert SineManaging Director, Equity Capital Markets646 562 1256
Chris WeekesManaging Director, Equity Capital Markets646 562 1133
Kenneth ClausmanDirector, Equity Capital Markets646 562 1212
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.).
Craig E. ZaphHead, Debt Capital Markets646 562 1188
Derek CherneyDirector, Debt Capital Markets646 562 1171
Craig E. Zaph
Head of Debt Capital Markets
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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.
Kevin RaidyManaging Director and Head, Investment Banking646 562 1288
Frank DunlevyVice Chairman, Investment Banking415 646 7475
Rene M. KraenzlinManaging Director and COO, Investment Banking646 562 1117