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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 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.

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Key Industries

Digital Assets Investment Companies Manufacturing Private Companies Private Equity Real Estate & Construction Technology & Life Science
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Cohen & Company Closes Deal with BBD's Investment Group

Combined Investment Industry Group Fact Sheet

Cohen & Company’s national Investment Industry Services Group combined with BBD's Investment Management Group provides assurance, tax and consulting services to public and private funds, investment advisers, fund service providers, high-net-worth individuals, trusts and foundations. Below provides a snapshot of our post-transaction team:

  • 300 industry dedicated professionals
  • 11 offices across seven states and, through affiliated entities, the firm has an international presence in the Cayman Islands and Ireland 
  • 2nd largest auditor of ETFs (by number of funds – Audit Analytics, March 2023)
  • 4th largest registered funds auditor in the country (by number of funds – Audit Analytics, March 2023)
  • 10th largest auditor of hedge funds in the U.S., based on SEC filings by fund managers
  • Registered with the PCAOB and one of 14 annually inspected firms

Investment Industry Awards

  • Named “Best ETF Auditor” in the 2021 and 2022 ETF Express U.S. Awards
  • Named “Best Tax Advisory” firm in Hedgeweek’s 2022 U.S. Awards
  • Hedgeweek's U.S. Digital Asset Awards named our firm "Best Audit Provider" in 2023 and “Best Tax and Audit Provider” in 2022
  • Shortlisted as a “Best Accounting and Audit Services” firm in With Intelligence’s 2023 Fund Intelligence Operations & Services Awards

Client Profiles

  • Open-end mutual funds
  • Exchange-traded funds
  • Closed-end funds/interval funds
  • Collective investment trusts
  • Investment advisers
  • Master limited partnership funds
  • Fund service providers
  • Hedge funds
  • Fund-of-funds
  • Private equity funds
  • Offshore and international funds
  • Master-feeder funds
  • Venture capital funds
  • Digital asset funds
  • Broker-dealers

Leadership

  • Marcy Kempf, Partner in Charge, Markets & Industries
  • Brett Eichenberger, Market Leader, Registered Funds
  • Erin McClafferty, Executive Director, Registered Funds
  • Jared Mahar, Market Leader, Alternative Investments
  • Keith Stafford, Market Leader, Alternative Investments

Combined Client Portfolio Details

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