People

Advisory Services

Optimize and execute to achieve results that make a lasting impact

Cohen & Company’s national Advisory Practice is passionate about helping owners, management teams and investors navigate business and transactional environments. Running a company is a balancing act of focusing on the day-to-day and planning ahead for the future.

We provide tools to help you plan transactions, assisting in buy-side and sell-side due diligence; give capital markets guidance to maximize proceeds from and minimize the costs of a deal; recommend strategic changes to your operations to improve your bottom line; and provide ongoing financial modeling and reporting solutions that help you continuously monitor the health of your business.

Meet Our Leadership

More About Our Core Advisory Services

Business Valuations

Our business valuation professionals work with you to learn about your company and provide a fair, accurate and confidential picture of its value.

Data & Insights

Our team is composed of data, analytics, finance and technology experts with more than 40 years of experience across multiple industries.

Family Office Services

We work closely with family offices and their advisers to provide personalized solutions that support overall objectives now and for future generations.

Finance & Accounting Solutions

We partner with CFOs and their organizations to design and build the optimal organization, one that is efficient, highly capable and able to support the business.

IT Strategy & Implementation

We help businesses implement leading technologies and optimize the processes around them to enable people and maximize value to your business.

M&A Advisory

We combine the experience of seasoned investment bankers with transaction services, tax, accounting and integration specialists to help optimize your M&A transaction.

Risk Assurance & Advisory

From SOC to IT infrastructure to stablecoin, we’ve assembled a skilled team to help you assess your risk and better understand how to manage it.

Transaction Services

We work with buyers and sellers to help identify potential opportunities and pitfalls in any merger, acquisition or restructuring.

Turnaround & Restructuring

Our turnaround and restructuring team helps instill confidence that your management team is proactive about and committed to making a positive change.

What Our Clients are Saying

I have been very impressed and greatly appreciate the assistance the transaction team provided during our Quality of Earnings review, and the resources working with us on the PPP loan program.

Universal Screen Arts, Inc.

In-Depth: SOC Toolkit

Your Guide to Navigating SOC Reports

Whether you are in the process of preparing for a SOC exam or are simply considering one, find resources to help you better understand these reports and your role within them.