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 help you plan, assisting in buy- and sell-side transactional due diligence, improvements to the business’s profitability, and capital markets guidance to maximize proceeds from and minimize the costs of a transaction. We listen, learn and then collaborate with you, combining your knowledge of the business with our outside perspective as experienced financial and business advisers.