Cowan Wealth Management Group

Experience Personalized Excellence in Wealth Solutions.

Private Companies

Private Companies

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.

How We Work

Whether helping a founder’s long-term plan create value, refinancing to fuel transformative growth, or diversifying a legacy brand through an acquisition, our bankers specialize in tailored solutions for clients, throughout the shifting competitive and economic landscape, across all sectors and transaction types. 

Our Private Companies’ services include: Unvarnished M&A Advisory for Buyers and Sellers, Creative Structuring to Address Shareholder Liquidity Needs, Access to Majority / Minority Equity Capital Alternatives, and more.