About Us

As a firm started by a solo entrepreneur nearly 20 years ago, we have firsthand knowledge and experience with the challenges and opportunities that founders and investors face when building their companies. This growth mindset fuels all aspects of our firm.

We thrive on continual improvement and reinvention, seeking not only to provide corporate finance services and strategic advice to meet our clients’ current needs, but to strategize and anticipate their future ones as well. While our business is built to maximize transaction outcomes, our advice is relentlessly focused on one principle: growth.

Our banking teams have deep industry knowledge and transactional skills. We understand both nascent and established markets with equal clarity. Our calling card is clients who seek to disrupt and disintermediate existing markets with novel and innovative solutions.

Bowen’s industry knowledge and focus on the future allows us to continually reinvent for excellence and positions us to be true strategic partners to our clients. We believe in developing long-term relationships to meet the different needs of the lifecycle of firms in growth tech.

In the end, our greatest successes have been accomplished by people – people who build great teams and people who provide great leadership. This is our entrepreneurial edge – it is easy for us to identify – because it is who we are.

Founding Story

Established in 2002 and headquartered in Boston, Bowen has grown from the singular vision of our founder into a premier boutique investment bank focused on growth tech companies.

In 1998, after nearly a decade of service as a Naval Officer stationed in San Diego, Washington D.C and Annapolis, Paul Bowen transitioned to a career in investment banking. He joined Dain Rauscher Wessels, working in healthcare tech, and then Robertson Stephens, where he led the Communications Equipment Group. In the aftermath of the 2002 tech bubble collapse, which saw the absorption of both of these legacy firms, Paul started Bowen Advisors, which focused on the need for strategic advisory services for the venture-backed growth tech economy.

Since those early days in Boston, the founding vision for Bowen has continued to evolve, growing well beyond its early focus on communications technology. The firm now serves 5 growth tech industries and offers 4 banking services. Our clients have had successful transactions in the virtualization of communications, frontier tech advances in the iPhone, and autonomous marine vessels. Our people, our clients and our reach have expanded in both the US and globally. Our vision has remained the same – unrelenting focus on our clients’ best interest to achieve optimal outcomes.

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2002

2002

Paul Bowen starts Bowen Advisors as an M&A and strategic advisory firm focused on communications technology

Completes first transaction – Tut Systems acquires video infrastructure provider Videotele

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2006

2006

Closes first cross-border transaction – Movaz Networks (US) acquired by ADVA Optical (Germany)

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2007

2007

Boston office opens in the Financial District

Surpasses $1 Billion in transaction value

Obtains Broker-Dealer license – adds private capital to firm services

Launches Investment Banking Summer Analyst Internship Program

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2008

2008

Survives the Great Recession

First (of 17) buyside transactions for BroadSoft

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2009

2009

South Shore office opens in Rockland, MA

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2013

2013

Completes 50th closed transaction

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2014

2014

Surpasses $2 Billion in transaction value

Expands Growth Tech focus to include Healthcare sector

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2015

2015

Expands into Energy Tech sector

Launches co-op program with Northeastern University

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2017

2017

Expands into Consumer Tech sector

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2018

2018

Boston Office moves to the Seaport

Surpasses $3 Billion in transaction value

Completes 100th transaction

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2019

2019

Expands into Defense Tech sector

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2020

2020

Develops remote employee mentorship program in response to Covid-19 Pandemic

Adds principal investment to firm services

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2021

2021

Changes firm name to Bowen and redesigns logo in first major brand update since founding