Bowen
Bowen is a Boston-based growth tech investment bank that provides M&A advisory, private capital, and principal investment services to technology companies across Cloud & AI, Defense, and Sustainability, with a cross-border mandate spanning the US, Europe, Israel, and India.
- Company typePrivate
- Founded2002
- HeadquartersBoston, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Bowen does
Bowen is a Boston-based growth tech investment bank that provides M&A advisory, private capital advisory, and principal investment services to technology companies from Series A through maturity. Founded in 2002 by Paul Bowen and operating as Bowen, Inc. (formerly Bowen Advisors until a 2021 rebrand), the firm is a FINRA- and SIPC-registered broker-dealer with offices in Boston and Plymouth, Massachusetts. The firm operates without external funding and is led by its founder alongside a long-tenured COO/CFO and Managing Directors with prior experience at Robertson Stephens, Goldman Sachs, Carlyle, Alantra, Canaccord Genuity, AGC Partners, Deutsche Bank, and Prism Venture Partners. Headcount is reported in the 11-50 range.
Bowen's practice is organized around three core growth tech verticals: Cloud & AI (encompassing Cloud, Data & AI Infrastructure, Cybersecurity, and CX & EX), Defense (defense technology, Blue Tech, and dual-use applications), and Sustainability (Ag Tech, Water & Waste, and Energy). Service offerings include sellside and buyside M&A advisory, growth equity and later-stage private capital raises, and selective principal investing alongside clients. The firm positions itself around a cross-border mandate base spanning the US, UK, Ireland, Nordics, broader Europe, Israel, India, and Canada, and supports origination through the monthly 'From the Front Lines' newsletter, sector market updates, and active participation in conferences including CES, RSA, HLTH, AUSA, and the World Agri-Tech Summit.
Commercially, the firm is a professional services business with success-fee-based advisory economics, retainer and milestone-based capital raising work, and principal investing economics from balance sheet participation. Self-reported scale signals include 24 years in business, 168 closed transactions, and $6.3B in aggregate transaction value, with featured outcomes including Wickr (sold to AWS), Athonet (sold to HPE), Datometry (sold to Snowflake), Augtera (sold to NVIDIA), Verta (sold to Cloudera), and a growth equity transaction for BW Fusion with Bain Capital Double Impact.
Bowen firmographics
Firmographics- Name
- Bowen
- Legal name
- Bowen, Inc.
- Website
- https://boweninc.com
- Company type
- Private
- Founded year
- 2002
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Bowen is a Boston-based growth tech investment bank that provides M&A advisory, private capital, and principal investment services to technology companies across Cloud & AI, Defense, and Sustainability, with a cross-border mandate spanning the US, Europe, Israel, and India.
- Ownership category
- akta.pro rank
Bowen industry classification
Industry- Product category
- Investment Banking & M&A Advisory
- NAICS
- Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523), Credit Intermediation and Related Activities (522), All Other Financial Investment Activities (52399)
- SIC
- Investment Advice (6282), Services-Engineering, Accounting, Research, Management (8700)
- akta.pro primary industry
- M&A Advisory (Buy-Side & Sell-Side) (BPAHAOAA)
- akta.pro secondary industries
- Corporate Finance & Capital Advisory (BPAHADAB), Industry-Specialist / Sector-Focused M&A Advisory (FSAEAGAJ), Cross-Border M&A Advisory (FSAEAGAH)
Keywords
Where Bowen is headquartered
LocationHeadquarters
- HQ city
- Boston
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Bowen business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- M&A Advisory Fees: Earn fees from providing merger and acquisition advisory services including sellside and buyside M&A transactions. The firm earns success fees upon transaction completion.
- Private Capital Advisory: Facilitate private capital raises including growth equity, Series B, Series C and other funding rounds for growth tech companies.
- Principal Investing: The firm also invests its own capital alongside clients, demonstrating alignment with client interests.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | M&A Advisory Services - Customized pricing based on transaction value and complexity |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels5 records
Bowen product offering
Product offeringCore offering
Bowen is a growth tech investment bank that provides M&A advisory (sellside and buyside), private capital raises, and principal investment services to growth-stage technology companies. The firm specializes in three core verticals—Cloud & AI, Defense, and Sustainability—and executes cross-border transactions across the U.S., UK, Ireland, Nordics, Europe, Israel, India, and Canada. Revenue is generated primarily through advisory success fees and select principal investment returns.
Product overview
Bowen operates as a growth tech investment bank providing a unified platform of M&A advisory, private capital, and principal investment services. The firm's offerings are organized around three core industry verticals: Cloud & AI (encompassing Cloud, Data & AI Infrastructure, Cybersecurity, and CX & EX), Defense, and Sustainability (covering Agriculture/Ag Tech, Water & Waste, and Energy). Beyond transaction services, Bowen produces proprietary market insights through its 'From the Front Lines' (FTFL) publication and operates a co-op/intern program for emerging talent.
Differentiator
Problem solved
Functional benefit
Products and services
- M&A Advisory Provides sellside and buyside M&A advisory services for growth tech companies, guiding clients through transactions from engagement through close.
- Private Capital Facilitates capital raises for growth-stage technology companies, including private equity and venture capital transactions such as growth equity, Series B, and Series C rounds.
- Principal Investing Bowen participates as a principal investor in select growth tech transactions alongside strategic and financial investors, aligning the firm's capital with client interests.
Quantifiable outcome
- 168 closed transactions
- +2 more outcomes
Companies that use Bowen
Customer profileNamed customers13 records
Segments4 records
Ideal customer profiles3 records
Bowen technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
Bowen partnerships and signals
Strategic signalScale indicators4 records
Recent moves7 records
Expansion highlights5 records
Bowen competitors and assessment
Company assessmentDirect peers
- AGC Partners: AGC Partners is a boutique tech M&A advisory firm where Managing Director W. Scott Card was a founding partner. It is a direct competitor in software/cybersecurity/infrastructure sellside advisory.
- GP Bullhound: GP Bullhound is a global growth tech investment bank advising software, digital media, and tech-enabled services companies—closely mirroring Bowen's growth tech M&A focus.
- Drake Star Partners: Drake Star is a boutique tech M&A advisor with strong European presence, directly comparable to Bowen's cross-border tech advisory model.
- Hampleton Partners: Hampleton Partners is a tech-focused M&A advisor serving software, IT services, and digital media clients across Europe and North America, overlapping significantly with Bowen's growth tech focus.
- Woodside Capital Partners: Woodside Capital Partners is a Silicon Valley-based boutique investment bank focused on technology M&A and capital raising for growth-stage companies—same target segment as Bowen.
- Alantra: Alantra is a mid-market investment bank with a global technology practice co-founded by Managing Director Kevin Hawkins, making it a directly comparable peer in tech M&A.
Broad incumbents
- Canaccord Genuity: Canaccord Genuity has a dedicated technology M&A and financing practice where Managing Director W. Scott Card established its cybersecurity practice; broader platform but overlapping growth tech coverage.
- Raymond James Technology & Services Investment Banking: Raymond James has a sizable technology investment banking practice competing with Bowen on growth tech sellside and capital raises, while offering broader capital markets capabilities.
- Goldman Sachs Technology, Media & Telecom Group: Goldman Sachs TMT group competes for larger growth tech M&A mandates; Managing Director Nigel Jones previously worked there. A bulge-bracket incumbent with overlapping capabilities.
- Morgan Stanley Technology Investment Banking: Morgan Stanley's technology investment banking group is a bulge-bracket competitor for larger growth tech M&A and capital markets mandates that Bowen cannot service due to scale.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights7 records
Customer concentration
Bowen social profiles
Digital presenceBowen financial estimates
Financial estimateRevenue estimate
Valuation estimate
Bowen leadership team
Management profileNumber of profiles
Profiles18 records
Bowen funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Bowen M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Bowen
What does Bowen do?
Bowen is a growth tech investment bank that provides M&A advisory (sellside and buyside), private capital raises, and principal investment services to growth-stage technology companies. The firm specializes in three core verticals—Cloud & AI, Defense, and Sustainability—and executes cross-border transactions across the U.S., UK, Ireland, Nordics, Europe, Israel, India, and Canada. Revenue is generated primarily through advisory success fees and select principal investment returns.
Is Bowen a public or private company?
Bowen is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Bowen founded?
Bowen was founded in 2002. It employs 11 to 50 people.
Where is Bowen based?
Bowen is headquartered in Boston, United States, in the North America region.
How does Bowen make money?
Three revenue lines are on record. M&A Advisory Fees are the primary driver. The others are private Capital Advisory and principal Investing.
Who are Bowen's main competitors?
Direct peers on record are AGC Partners, GP Bullhound, Drake Star Partners, Hampleton Partners, Woodside Capital Partners and Alantra. Broad incumbents are Canaccord Genuity, Raymond James Technology & Services Investment Banking, Goldman Sachs Technology, Media & Telecom Group and Morgan Stanley Technology Investment Banking.
Does Bowen have an API?
No public API is recorded for Bowen.
What industry is Bowen in?
Bowen's product category is Investment Banking & M&A Advisory. Its primary akta.pro industry code is BPAHAOAA, M&A Advisory (Buy-Side & Sell-Side), with a secondary code of BPAHADAB, Corporate Finance & Capital Advisory. Its NAICS code is 523 and its SIC code is 6282.