Cowan Wealth Management Group

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Investment Banking

Avoiding Stock Market Volatility With Alternative Investments

Stock market volatility can’t be avoided forever. When a new, shaky market comes around, many investors may panic, sell too many securities, and lose money. If this has happened to you, you might want to know how to possibly avoid stock market volatility from affecting your portfolio. Even though you can’t predict

What Pre-IPO Investing Can Do For Your Portfolio During a Recession

According to Google Trends, the popularity of the search term “recession” jumped from a 4/100 in January of 2022 to a 100/100 in June. We are currently in a bear market—which means it can be confusing where to put your money (when so many stocks are going down).   However, this is not

Hedge Funds vs. Private Equity—What’s the Better Option?

During recessions, when inflation is high and stocks are underperforming, it’s hard to know where to put your money. At such times, more and more people turn to alternative investments– strategies that focus on unconventional or private assets and that may be able to avoid the effects of a bear market. Historically,

Atlas Energy Solutions Inc.

Transaction Details On March 8, 2023, Atlas Energy Solutions Inc. (NYSE: AESI) (“Atlas”) announced the pricing of its initial public offering of 18,000,000 shares of its Class A common stock at a price to the public of $18.00 per share Atlas also granted the underwriters a 30-day option to purchase up to

Allied Oil & Supply, Inc.

Transaction Details On March 29, 2023, RelaDyne, Inc. (“RelaDyne”), a portfolio company of American Industrial Partners (“AIP”), announced its acquisition of Allied Oil & Supply, Inc. (“Allied Oil”) Founded in 1958, and based in Omaha, Nebraska, Allied Oil is a leading, third generation family-owned commercial, industrial and passenger lubricant and DEF distributor

NexGen Financial Inc.

Transaction Details On March 31, 2023, NexGen Financial Inc. (“NexGen” or the “Company”), entered into a new $100 million Senior Secured Revolving Credit Facility. Proceeds from the new facility will be used to refinance the existing $50 million Senior Secured Revolving Credit Facility and to support the continued growth of its portfolio.