Investment Banking

TD Cowen Investment Banking is a full-service independent investment bank with deep industry experience. We strive to be the strategic advisor of choice to entrepreneurs, family-owned businesses, financial sponsors and leading public and private companies in the U.S., Europe and Israel.

Middle market investment bank

Capital Markets

TD Cowen is a market leader in capital markets advisory and underwriting. We advise clients on a broad range of strategic and tactical issues, including capital structure optimization, equity and debt market positioning and issuance, and investor communication strategy. Our client-first, solutions-oriented approach drives high quality transaction execution outcomes and long-lasting client relationships.

Equity Capital Markets

TD Cowen’s ECM team originates, structures, and executes equity, equity-linked and related transactions by connecting issuers with a global network of investors through a fully integrated origination and syndication platform. We take a transparent and creative approach that drives consistent outperformance of our issuers and investors alike.

Our product and service offerings include:

Private Capital Solutions

The Private Capital Solutions (PCS) team offers a product agnostic, solutions-based approach to helping our clients with their capital raising and balance sheet requirements. The PCS team closely aligns with TD Cowen’s industry coverage partners to optimally position our clients and leverage long-standing relationships with a wide spectrum of investors to provide quick feedback on a variety of alternatives. Our breadth and depth of product knowledge creates tailored solutions for issuers and investors alike – we match clients with the best transaction partners for their ongoing capital needs.

Our product and service offerings include:

  • Senior Credit Facilities
  • Unitranche Loans
  • Second Lien and Mezzanine Loans
  • Acquisition and Staple Financing
  • Debt Advisory
  • Intellectual Property-backed Loans
  • Hybrid Financing
  • Equity Private Placements
  • Venture Capital

Advisory

Advisory combines sector intelligence, industry expertise and a collaborative approach to deliver world class advice and flawless execution. As experts in mergers, acquisitions, joint ventures and strategic restructurings, TD Cowen takes a solutions agnostic, team-based approach across our network – bringing together the ideal combination of product and industry experts for a client’s specific situation. We provide unconflicted, unbiased, thoughtful advice and diligent execution to achieve to help our clients achieve success.

Mergers & Acquisitions

Leveraging unparalleled relationships and expertise, TD Cowen partners with our clients in evaluating some of their most strategic and complex decisions. We provide independent, unconflicted advice to offer a range of advisory services to public, private and family-owned companies and boards of directors.

Global Advisory

TD Cowen in the UK are focused on middle-market companies throughout and advises on mergers and acquisitions and private capital raising for both debt and equity. Led by a team of entrepreneurs, our client base includes entrepreneurs, private equity firms, listed companies and privately held companies across a variety of sectors.

Strategic Capital

Strategic Capital is a relationship-based business that works internally across TD Cowen and externally across a spectrum of financial sponsors. Capitalizing on our firmwide focus on small and mid-size disruptive growth companies, Strategic Capital is uniquely positioned to serve clients across a broadening array of industries and sectors. We capitalize on firmwide strengths as we advise clients on equity capital, debt financing, private placements, and M&A.


Insights

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Three Areas To Watch: Fiscal Packages/Shutdown Risk, Special Election 2024 Impact & Q1 Catalyst Calendar

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Wish You Were Here: Some Of What You Missed If You Didn’t Make TD Cowen’s 45th Annual A&D Conference 

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A Healthier Living Platform & Ecosystem: Meet HumanCo

Recent Transactions

Jan 2024
$250 Million

Follow-on Offering

Bookrunner

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Jan 2024
$113 Million

Follow-on Offering

Bookrunner

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Jan 2024
$275 Million

Follow-on Offering

Bookrunner

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Conferences & Events

New York, NY

Jun 04, 2024

8th Annual Future of the Consumer Conference

New York, NY

May 29, 2024

52nd Annual Technology, Media & Telecom Conference

Boston, MA

Mar 04, 2024

44th Annual Health Care Conference

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