Relationship-driven Investment Banking

Portico Capital Advisors specializes in verticalized software, data, and analytics companies.


Portico Capital Advisors is pleased to announce its pending acquisition by Cowen Inc. (NASDAQ: COWN), in a transaction expected to close by year-end 2021. 

The combination broadens Portico’s geographic reach, technology practice coverage, and financial sponsor access, while also enabling equity and debt capital markets and research. 

Details can be found in the press release here.

Purposeful Approach

The team at Portico is committed to partnering with clients for success by:

Leveraging deep sector expertise, industry relationships, and transatlantic perspectives

Establishing clear alignment on client target objectives across a spectrum of transaction alternatives

Delivering value through focus, decades of experience, and guidance at every step of the transaction


Verticalized Software, Data, and Analytics

Portico draws on comprehensive expertise in critical segments of the information economy.

B2B and B2C



Risk, Compliance,
and RegTech

Sports, Health,
and Wellness

Other Software, Data, and Analytics segments


Achieving Client Objectives

Advisory Services

Supporting industry-leading clients across all points in their lifecycle.

Strategic Sale

The Portico team consistently achieves premium results through expert positioning, transaction management, and differentiated buyer access.

Private Equity Investment

Portico Capital Advisors represents leading growth companies in private equity change-of-control transactions, achieving premium valuations and pairing companies with value-added financial sponsor partners. 

Minority Capital Raise

Portico leverages private equity and venture capital relationships to deliver growth equity on attractive terms from value-added investors.


When representing premier corporate buyers and private equity firms on buy-side assignments, Portico leverages its preeminent sector knowledge and network of industry contacts to support transactions.