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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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Business Valuations Data & Insights Digital Finance Solutions IT Strategy & Implementation Litigation Support Services M&A Advisory Outsourced Accounting Solutions Transaction Services Turnaround & Restructuring

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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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Digital Assets Investment Companies Manufacturing Private Companies Private Equity Real Estate & Construction Technology & Life Science
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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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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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Join us in person and online for events that address timely topics and key business considerations.

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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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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 Join Our Talent Community
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Transaction Services

Transaction Services Celebrates 10 Years of Growth & Decades of Serving Clients

For our Transaction Services Group, celebrating their 10-year anniversary means more than a decade of offering M&A services to clients. This milestone marks the year when seasoned, industry veterans from global CPA firms began their own entrepreneurial journey to create a national, full-service practice built from the ground up. Read their story.

Read Their Story

Comprehensive Insight Before, During & After Your Transaction

Working closely with buyers and sellers as they plan and execute their deals, our seasoned transactions team knows where to look for potential opportunities and pitfalls in any situation — from a single-location owner-operated business to a complex corporate carve-out. We provide you with the objective insights necessary to help ensure your deal meets your criteria and expectations.

Our broad accounting, tax and consulting experience allows us to hone in on financial and non-financial risk factors that provide a deeper understanding before, during and after a transaction. Our fully dedicated engagement teams are actively led by partner-level resources, draw on experience from previous roles in global and national firms, and harness the collective knowledge of our firm’s full complement of additional resources. We have extensive experience across a number of industries, including manufacturing, distribution, retail and consumer products, aerospace and defense, software and technology, and business services, among others. Whether on the buy-side or sell-side, private equity, a closely held business or publicly traded company, our fully dedicated team can help you efficiently execute the highest quality financial, tax and operational due diligence.

Our Transaction Services 

  • Transaction Tax Planning

  • IT/Technology Due Diligence

  • Turnaround & Restructuring

Meet Our Leadership

Justin Thomas, CPA, MAcc

Partner, Cohen & Co Advisory, LLC
jthomas@cohenco.com
216.774.1202

Tim Maynard, CPA, MBA

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

In-Depth: Purchase Price Adjustment

M&A Essentials White Paper

Learn about the purchase price adjustment purpose, practices and value considerations — and why it is essential for both buyers and sellers to understand in any M&A deal.

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Related Insights

Article

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

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News

Cohen & Co Welcomes REIT Practice Lead Asha Shettigar

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Whitepaper

White Paper: 7 Questions to Ask Before Selling Your Closely Held Business

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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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