Cohen & Co’s national Advisory Practice is passionate about helping owners, management teams and investors navigate business and transactional environments. Running a company is a balancing act of focusing on the day-to-day and planning ahead for the future.
We help you plan, assisting in buy- and sell-side transactional due diligence, improvements to the business’s profitability, and capital markets guidance to maximize proceeds from and minimize the costs of a transaction. We listen, learn and then collaborate with you, combining your knowledge of the business with our outside perspective as experienced financial and business advisers.
Our business valuation professionals work with you to learn about your company and provide a fair, accurate and confidential picture of its value.
Learn MoreOur team is composed of data, analytics, finance and technology experts with more than 40 years of experience across multiple industries.
Learn MoreWe partner with CFOs and their organizations to design and build the optimal organization, one that is efficient, highly capable and able to support the business.
Learn MoreWe help businesses implement leading technologies and optimize the processes around them to enable people and maximize value to your business.
Learn MoreOur litigation support team offers extensive experience in analyzing financial matters.
Learn MoreWe combine the experience of seasoned investment bankers with transaction services, tax, accounting and integration specialists to help optimize your M&A transaction.
Learn MoreWe have deep, sophisticated backgrounds in audit, tax and corporate finance that can handle your back office accounting so you can focus on growing your business.
Learn MoreWe work with buyers and sellers to help identify potential opportunities and pitfalls in any merger, acquisition or restructuring.
Learn MoreOur turnaround and restructuring team helps instill confidence that your management team is proactive about and committed to making a positive change.
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