Information and Technology Services

Insights, advice and analysis drawing on Cowen's decades of experience studying and advising information technology and services companies in a fast-changing world.

Investment Banking capabilities for
Information Technology & Services sector

Cowen’s Information and Technology Services team combines deep domain expertise with premier execution capabilities to deliver outstanding value to our public and private market clients. Based in New York and San Francisco, the team boasts over 60 years of experience across banking and equity research. Leveraging a long cultivated network of industry and institutional investor relationships, we offer unique insight into industry trends and market sentiment.

Our products and services include strategic, M&A and capital markets advisory, IPOs, follow-on offerings, private equity placements, PIPEs, convertible debt and high yield.

Within the broad services universe, our team focuses on the following sectors:

  • Payments, Money Movement & e-Commerce
  • FinTech & Alternative Credit
  • Information and Data Analytic Services
  • Marketing/Loyalty Services
  • Employer Services/HCM
  • IT Services
  • Business Process Outsourcing
  • Technology-Enabled Services

Learn more about our investment banking expertise


Latest Transactions


General Contact

Davies Beller
Co-Head of Information and Technology Services
D 415 646 7380

James Kissane
Co-Head of Information and Technology Services
D 646 562 1144

Research capabilities for
Information Technology & Services sector

The pace of innovation and disruption in the payments industry necessitates expert analysis. Our research team is a trusted voice for insights and analysis. We identify key themes – such as the shift from magnetic stripe technology to “Chip & Signature”, the decline in interchange rates, the morphing of processors into commerce companies and payments innovation – and utilize our domain expertise and network of relationships to understand where the world is heading and how best to play the theme.


Being forward thinking is in our genes. Our technology heritage dates back to 1972 when Cowen held the industry’s first technology conference, recognizing that a forum where investors and companies come together would become the standard. Four and a half decades later, we proudly still host our Annual Technology, Media and Telecom conference as well as newer events such as the Future of Payments and Commerce conference.

Learn more about our research expertise


General Contact

Robert Fagin
Head of Research
D 646 562 1310

Stephen E. Reilly
Co-director of Research
D 617 946 3901

Lisa Thomas
Associate Director of Research
D 646 562 1388