Our corporate finance team has extensive experience helping privately-owned companies manage acquisitions, divestitures and capital raises. Our team at Cohen & Company combines the transaction expertise of seasoned investment bankers with specialists from other focus areas providing due diligence services, tax and accounting structures, and valuation methodologies. Cohen Capital Advisors, our corporate finance affiliate, coordinates the entire transaction process for clients. Typically, this involves:

• Assessing client objectives and recommending effective strategies.
• Preparing a compelling transaction memorandum for accessing markets.
• Identifying, contacting and negotiating with buyers, sellers and capital sources.

We are driven by client duty. Our primary objective is to help our clients maximize proceeds and minimize costs of capital markets transactions by employing a streamlined process focused on value. In addition to our core skill sets, we help clients efficiently maneuver through M&A and capital markets via our extensive network of private equity groups, capital sources and deal professionals, as well as through the use of sophisticated database and deal management tools.

And in an increasingly regulated market affecting even privately-owned entities, clients can be confident that they are working with professionals properly licensed with a broker-dealer, as required by state and federal agencies.*

* Securities offered through SFI Capital Group, LLC, Member FINRA, Member SIPC, and an affiliate of Cohen Capital Advisors, Ltd.