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.
Our business valuation professionals work with you to learn about your company and provide a fair, accurate and confidential picture of its value.
Learn MoreOur team is composed of data, analytics, finance and technology experts with more than 40 years of experience across multiple industries.
Learn MoreWe work closely with family offices and their advisers to provide personalized solutions that support overall objectives now and for future generations.
Learn MoreWe 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.
Learn MoreWe help businesses implement leading technologies and optimize the processes around them to enable people and maximize value to your business.
Learn MoreWe combine the experience of seasoned investment bankers with transaction services, tax, accounting and integration specialists to help optimize your M&A transaction.
Learn MoreFrom 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.
Learn MoreWe work with buyers and sellers to help identify potential opportunities and pitfalls in any merger, acquisition or restructuring.
Learn MoreOur turnaround and restructuring team helps instill confidence that your management team is proactive about and committed to making a positive change.
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