BowPoint: Detailed Company Information & Corporate Profile

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Summary

BowPoint is an independent investment firm headquartered in St. Petersburg, Florida, founded in 2013. With a team of 10‑50 professionals, the company generates annual revenue between $10 million and $50 million and specializes in Mergers & Acquisitions, Investment Banking, Private Equity, Acquisition Search, Add‑On and Platform Acquisitions, Industry Consolidations, Corporate Development, and Exit Planning.

The firm operates under SIC codes 6199 and 6411, focusing on tailored financial advisory services that support clients through acquisition search, platform building, and strategic exit strategies. BowPoint’s independent status allows it to provide flexible solutions across the investment lifecycle while maintaining deep sector expertise.

Leadership includes Founder & CEO Berlin Haugen and Vice Presidents Max Ilendo, Sai Veeravalli, David William Will Morrison, and Eric Kibbey. Additional senior staff—such as Director of Research Josh Baran, Senior Associates Hayden Sawyer and Robert Labonte, and M&A research analysts—drive deal origination, market research, and client strategy execution.

BowPoint Websitebowpoint.com
Social Links
linkedIn
Phone Number+1 314 315 4170
Industries
BowPoint Headquarters Address360 Central Ave, St. Petersburg, Florida, 33701 US
Company Size10-50 employees
Specialities & ServicesMergers & Acquisitions, Investment Banking, Private Equity, Acquisition Search, Add-On Acquisitions, Platform Acquisitions, Industry Consolidations, Corporate Development, Exit Planning
SIC Code6199, 6411
NAICS Code524210 Insurance Agencies and Brokerages, 524291 Claims Adjusting, 524292 Third Party Administration of Insurance and Pension Funds, 524298 All Other Insurance Related Activities
Founded2013
Estimated Annual Revenue$10M - 50M
Operating StatusIndependent Company
Updated:2026-10-04

Estimated Website Traffic

The chart shows a decline in traffic to the bowpoint.com website. In September, traffic decreased to 225, compared to 266 in the previous month. The highest traffic in 2026 was recorded in August, reaching 266 visits.

Workforce Turnover

Number of employees switched from or switched to

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Total employee turnover

Departmental sample breakdown

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Turnover activity captured in SignalHire's departmental sample ( employees):

Length of Employment

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BowPoint's workforce includes employees across a wide range of tenure levels.

25% have been with the company for 1 to 2 years25% have been with the company for 8 to 10 years50% have been with the company for more than 11 years

Former Employees: Role Changes

Role at Former Company
Role at New Company
Contact top employees from BowPoint
Berlin Haugen
Berlin HaugenFounder & CEO
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Max Ilendo
Max IlendoVice President
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Sai Veeravalli
Sai VeeravalliVice President
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David William Will Morrison
David William Will MorrisonVice President Research
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Eric Kibbey
Eric KibbeyVice President
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Josh Baran
Josh BaranDirector of Research
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Hayden Sawyer
Hayden SawyerSenior Associate
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Eric Ogren
Eric OgrenDirector of Business Development
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Robert Labonte
Robert LabonteSenior Associate
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Brett Magilligan
Brett MagilliganDeal Origination Associate
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Chandler
ChandlerSenior Associate
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Adam Marszalek
Adam MarszalekM&A Research Analyst Intern
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Zachary Marmelstein
Zachary MarmelsteinM&A Research Analyst Intern
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Arbjona Pellumaj
Arbjona PellumajM&A Research Analyst
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Carson Coons
Carson CoonsSenior M&A Analyst
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Kendal Pushlar
Kendal PushlarM&A Research Analyst Intern
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BowPoint Corporate Information: FAQ

BowPoint operates in the Investment industries. More details can be found on the official website: bowpoint.com.
BowPoint has offices located in St. Petersburg , US.
The headquarters of BowPoint are located in St. Petersburg, United States.
You can contact BowPoint by phone at +1 314 315 4170.
BowPoint currently employs 10-50 people.

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