Cowan Wealth Management Group

Experience Personalized Excellence in Wealth Solutions.

Financial Sponsors

Financial Sponsors

We work with financial sponsors on the full array of investment banking services, across sectors and with deep expertise at the subsector level. Our independence enables us to fully align with our clients and strive to secure their very best outcome.

Private equity firms and institutional investors are perpetually on the lookout for new concepts and avenues to explore within their target markets. These entities rely on a combination of market intelligence and comprehensive sector expertise to identify and capitalize on potential opportunities.

How We Work

Our senior bankers build deep relationships with financial sponsors and their portfolio companies, providing proprietary insights and actionable ideas. We excel at transactions with sponsor-backed companies, founder or family-owned businesses, and strategic buyers. 

Our Financial Sponsors Group services include: customized sell side and buy side M&A advisory, IPOs and follow-ons, debt advisory for sponsors and their companies, restructurings, and more.