Cohen & Co’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 business valuation professionals work with you to learn about your company and provide a fair, accurate and confidential picture of its value.
Learn MoreOur finance transformation approach can help modernize your systems, streamline processes and build scalable foundations that elevate your finance function into a growth driver.
Learn MoreOur litigation support team offers extensive experience in analyzing financial matters.
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 MoreOur managed accounting professionals deliver flexible and scalable support, from bookkeeping to interim CFO leadership, for accurate and reliable financial operations.
Learn MoreWe provide C-level executives of closely held, private equity-backed and publicly traded companies critical leverage and expertise to make confident business decisions.
Learn MoreOur technical and financial reporting specialists provide scalable support to strengthen your compliance, enhance reporting quality and deliver clear, decision-ready financial information.
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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