Cohen & Company has acquired BBD’s Investment Management Group, a leading provider of audit and tax services for registered and unregistered investment companies across the U.S. The deal closed March 6, 2023. As a combined team, Cohen & Company is now the second-largest exchange-traded fund (ETF) auditor and fourth-largest registered funds auditor in the U.S. by number of funds (Audit Analytics, March 2023). The group has 300 industry dedicated professionals.
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Chris Bellamy, CEO, Cohen & Company
“We are excited to welcome BBD’s Investment Management Group to our team. They have long been a well-respected organization in our industry, and our mutual focus on client service and technical rigor makes this deal a perfect fit for both organizations. This addition reflects our continued commitment to exceed client expectations with deep industry knowledge and a strong team. We also look forward to becoming a part of the community in Philadelphia.”
Jim Kaiser, Partner, Assurance, Cohen & Company
“In this dynamic environment, it’s crucial to be proactive. The opportunity to join forces with a firm that shares so many of our values, goals and vision for the future is compelling. We are confident that the combined strength of our teams will create meaningful growth opportunities for current staff and will help to ensure that our clients continue to receive the high level of service they have come to expect from both firms. Added capacity and expertise will also continue to differentiate us in the market and will be a huge win for clients and for any new candidates looking to build a career in a great firm.”