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About Our Services

We offer tailored solutions — whether private company or owner; public or private fund, adviser or fund service provider; or Fortune 1000 enterprise. Learn how we can help you.

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Assurance Services

Employee Benefit Plan Audits Internal Controls Investment Company Audits Private Company Audits

Tax Services

Federal Tax Planning & Compliance High Net Worth & Wealth Transfer International Filings & Structuring Investment Company Tax State & Local Tax Tax Credits & Incentives Transaction Tax Planning

Advisory Services

Business Valuations Finance Transformation Litigation Support Services M&A Advisory Managed Accounting Services Office of the CFO Technical & Financial Reporting Transaction Services

Our Industry Expertise

Our industry experience means you can find professionals who speak your language and bring earned insights to the table. Learn how we can help you.

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Key Industries

Asset Management Digital Assets Manufacturing Private Client Services Private Companies Private Equity Real Estate & Construction Technology & Life Sciences
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Knowledge Center

Our team wants to help your team stay up to date. Browse our thought leadership, events and news for insights and a point of view on business-critical topics.

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Insights

Browse valuable articles and publications our experts have written to help you and your organization answer key questions — and consider new ones.

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Events

Join us in person and online for events that address timely topics and key business considerations.

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News

Find out what is happening at Cohen & Co, from industry recognitions and growth updates, to where we are contributing to important media stories.

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People
Foundational Principles In the Community Diversity, Equity & Inclusion Technical Excellence Alumni TIAG Membership
Why Cohen & Co Our Culture Total Rewards & Benefits Early Career Opportunities Experienced Opportunities Executive Opportunities Join Our Talent Community
Akron, OH Baltimore, MD Buffalo, NY Chicago, IL Cleveland, OH Deer Park, IL Denver, CO Detroit, MI Milwaukee, WI New York, NY Philadelphia, PA Pittsburgh, PA St. Clair Shores, MI Troy, MI Westchester, NY Youngstown, OH
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Advisory Services

Transaction Services

Comprehensive Insight Before, During & After Your Transaction

Our transaction services team partners with buyers, sellers and private equity firms to deliver comprehensive due diligence, transaction advisory and deal support across the full transaction life cycle. From single-location businesses to complex carve-outs, we provide objective insights that help identify risks, uncover opportunities and ensure your transaction aligns with your strategic and financial goals. Our expertise spans financial due diligence, transaction tax due diligence, transaction structuring and investment banking, giving you clarity and confidence before, during and after the deal.

Backed by deep accounting, tax and consulting experience from global and national firms, our teams are led by partner-level specialists who assess both financial and operational considerations to support informed decision-making and seamless execution. We work across a wide range of industries and provide post-transaction integration support to help maximize value. Whether you’re acquiring, divesting or investing, our transaction advisory services are designed to help you execute efficiently and successfully.

Who We Serve

We serve buyers and sellers, including:

  • Private equity firms
  • Corporate entities
  • Closely held businesses
  • Publicly traded companies

We also have extensive experience across a number of industries, including:

  • Manufacturing
  • Specialty Chemicals
  • Distribution
  • Retail and consumer products
  • Aerospace and defense
  • Software and technology
  • Business services

Meet Our Leadership

Tim Maynard, CPA, MBA

Partner, Cohen & Co Advisory, LLC
tmaynard@cohenco.com
216.774.1235

Justin Thomas, CPA, MAcc

Market Leader, Private Equity
Partner, Cohen & Co Advisory, LLC
jthomas@cohenco.com
216.774.1202

Buy-Side Due Diligence

We help you navigate every phase of your transaction, from finding the right deal to closing on it and beyond.

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Sell-Side Due Diligence

From sell-side due diligence and QofE reporting through deal negotiations, we help you stay in control of your story.

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Transaction Tax Planning

Whether complex reorganizations or net operating loss strategies, we are immersed in the tax law that impacts your deal. 

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M&A Advisory

Our advisory team is a valuable resource when you’re faced with ownership transitions, strategic sales and acquisition opportunities.

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Turnaround & Restructuring

We help instill confidence in stakeholders regarding your commitment to making a positive change during a difficult time.

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What Our Clients are Saying

As a non-finance M&A leader, the Cohen & Co team always takes the time to make sure we have a full understanding and that all matters are “translated” and explained. As a result, it’s a pleasure to work with them with total confidence.
Adrenaline, LLC
Our audit and transaction due diligence teams have been spectacular.
Manufacturer
We've worked with our client partner for the last 10 years, and he is amazing. He's a good person, and he and his team deliver great work.
Real Estate Services Company

Related Insights

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AICPA August Tax Adviser Covers M&A, European Waterfalls, Digital Assets and More

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Section 382: A CFO’s Guide to Protecting NOLs and Managing Ownership Shifts

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From Tariffs to Confidence Levels: Where Does the M&A Market Stand?

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"Cohen & Co" is the brand name under which Cohen & Company, Ltd. and Cohen & Co Advisory, LLC, and its subsidiary entities, provide professional services.

Cohen & Company, Ltd. and Cohen & Co Advisory, LLC practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards.

Cohen & Company, Ltd. is a licensed independent CPA firm that provides attest services to its clients. Cohen & Co Advisory, LLC and its subsidiary entities provide tax, advisory and business consulting services to their clients and are not licensed CPA firms.

The entities operating under the Cohen & Co brand are independently owned and are not responsible for the services provided by any other entity operating under the Cohen & Co brand. Our use of terms such as “our firm,” “we,” “us” and other terms of similar import denote the alternative practice structure of Cohen & Company, Ltd. and Cohen & Co Advisory, LLC.

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