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.

Our Advisory Experts

Get to know our team of consultants and advisers.
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Service and Industries

We provide comprehensive services to a host of industries. Featured below are just a few areas of our expertise that will help you get to know us better.

Advisory Insights