Cowan Wealth Management Group

Experience Personalized Excellence in Wealth Solutions.

Our Services

Execution

We passionately believe in offering a high quality and professional Execution Service.
Our highly experienced execution team have both quantitative and qualitative tools at their disposal, combined with a focus on excellence and integrity,
which allows Cowen Wealth Management to provide a best-in-class high-touch service.

Our progressive attitude to facilitation sees long established institutional relationships overlayed with the latest technology.

Our Services

Our services encompass a comprehensive range of investment banking solutions, delivering unbiased guidance and meticulous execution. Our expertise covers various areas, including mergers and acquisitions, underwriting public debt and equity securities, private placements of debt and equity, as well as facilitating restructurings and recapitalizations.

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Market Making

Our market making team is committed to providing liquidity for its clients. We promote ourselves on having a strong market share in our corporate broking stocks by trading over 1,000 names globally. This is aided by our multi-channel market access including algorithmic strategies, dark pools, direct-to-exchange, electronic retail investor networks (RSP), MTFs and internal liquidity.

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Sales Trading

Our sales trading team has a broad, well-established distribution network across the UK, Europe and North America. This gives our clients access to flow and block liquidity from a diverse investor universe including institutional long-only funds, boutique and regional asset managers, hedge funds, pension funds, sovereign wealth funds and registrars.

Our internal prospecting tools and IOI analytics are just some of the technology stack that increases the probability of matching business.

Investment Funds

Our execution and sales team consists of highly experienced market makers and sales traders, who provide liquidity and execution services in Investment Funds and VCTs. Our long standing relationships cover Corporate, Institutional, Private Wealth and all direct Retail Clients (RSP), and our platform enables access liquidity across multiple venues, offering a best-in-class execution service.

Who We Serve

We serve public, private and family-owned businesses, as well as financial sponsors, family offices and other institutional investors. Our bankers specializing in each of these company types collaborate with our service and sector-focused bankers to tailor innovative solutions unique for each client.

We help public companies of all sizes access equity and debt capital markets in ways that meet their strategic goals and align with their reporting and governance requirements.

Businesses with private and family ownership structures often prioritize cultural fit, estate taxes and multigenerational liquidity. Whether staying private, going public or conducting M&A, they may also need access to financing.

Due to their ability to act as a permanent capital base without limited partners, family offices can benefit from independent guidance in seeking stable, long-term investments, which may include private and family-owned companies.

Featured transactions

Nest Sustainable Waste, LLC copy

Kura Sushi USA, Inc.

NexGen Financial Inc.

Allied Oil & Supply, Inc.

Atlas Energy Solutions Inc.

UNDISCLOSED SELLER

TRACHTE, LLC

LEONARDO

World of Sweets Bobby's

PORTAKABIN LIMITED

BELDEN INC.