About
Foundational Principles In the Community Diversity, Equity & Inclusion Technical Excellence Alumni TIAG Membership
Careers
Why Cohen & Company Our Culture Total Rewards & Benefits Intern & Entry Level Opportunities Experienced Opportunities
Contact
Akron, OH Baltimore, MD Chicago, IL Cleveland, OH Detroit, MI Milwaukee, WI New York, NY Philadelphia, PA Pittsburgh, PA St. Clair Shores, MI Youngstown, OH
Client Portal
Services Industries Knowledge Center People

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.

Learn More

Assurance Services

Employee Benefit Plan Audits Internal Controls Investment Company Audits Private Company Audits SOC Readiness & Compliance

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 Data & Insights Digital Finance Solutions IT Strategy & Implementation M&A Advisory Outsourced Accounting Solutions Risk Assurance & Advisory Transaction Services Turnaround & Restructuring

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.

Learn More

Key Industries

Digital Assets Investment Companies Manufacturing Private Companies Private Equity Real Estate & Construction Technology & Life Science
VIEW THE COMPLETE LIST

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.

Learn More

Insights

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

Read Our Insights

Events

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

Explore Our Events

News

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

Read Our News
People
Foundational Principles In the Community Diversity, Equity & Inclusion Technical Excellence Alumni TIAG Membership
Why Cohen & Company Our Culture Total Rewards & Benefits Intern & Entry Level Opportunities Experienced Opportunities
Akron, OH Baltimore, MD Chicago, IL Cleveland, OH Detroit, MI Milwaukee, WI New York, NY Philadelphia, PA Pittsburgh, PA St. Clair Shores, MI Youngstown, OH
Client Portal
Home

Cohen & Company Closes Deal with BBD's Investment Management Group

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.

Find More Information About the Deal, Its Impact and Our Services

  • News Release (3/6/23)
  • News Release (2/2/23)
  • Investment Industry Group Fact Sheet
  • Cohen & Company Investment Industry Group Services
  • Philadelphia Office Information 

Combined Client Portfolio Details

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.”

Article

Regulation, Product Innovation, Crypto and More at This Year’s Cohen Client Conference

Read More
News

Cohen & Company Recognized as “Best Audit Provider” in Hedgeweek’s 2023 U.S. Digital Assets Awards

Read More
Additional Read

Registered Funds Opportunities

Learn More

Sign Up for Our Investment Industry Services Newsletter

Receive insights from our team of investment industry services specialists directly to your inbox as they go live in our online Knowledge Center.

Learn More
Subscribe to our newsletter
About Contact Submit RFP Privacy Policy
LinkedIn Twitter Facebook
© 2023 Cohen & Company