Managing Director, Verticalized Software, Data & Analytics
Casey Hofmeister is a Managing Director of the Verticalized Software, Data & Analytics investment banking group. Prior to Cowen, he was a Partner at Portico (joining in 2003) where he focused on companies in the risk & compliance and marketing sectors across all industries, often in the financial services vertical. During his career, Casey has closed several dozen transactions, including merger & acquisition advisory assignments as well as public and private debt and equity issuances with clients ranging from founder-owned and VC / PE-backed businesses to multi-billion-dollar public companies. Prior to joining Portico, Casey worked in investment banking at Citigroup executing mergers & acquisitions and take-private deals.
Casey holds a BBA with an emphasis in Finance and Accounting from the Ross School of Business at the University of Michigan where he graduated with High Distinction.
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Investment Banking Team
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