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Corporation
FINANCIAL | Accounting
cohencpa.com

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Investments

3

Portfolio Exits

1

Funds

1

About Cohen & Company

Cohen & Company (NYSEAMERICAN: COHN) offers a full range of accounting, tax, and consulting services to clients throughout the U.S. The firm serves dynamic, privately held companies and their owners; and the investment industry, including registered and non-registered funds. Rooted in technical excellence, Cohen & Company is driven every day to listen, engage, and deliver sustainable value. The firm was founded in 1977; has more than 550 associates in Ohio, Maryland, Michigan, New York, Pennsylvania, and Wisconsin; and is ranked as one of the top accounting firms in the country.

Cohen & Company Headquarter Location

1350 Euclid Ave. Suite 800

Cleveland, Ohio, 44115,

United States

216-579-1040

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Cohen & Company Web Traffic

Rank
Page Views per User (PVPU)
Page Views per Million (PVPM)
Reach per Million (RPM)
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Cohen & Company Rank

Latest Cohen & Company News

Cohen & Company Sets Release Date for Third Quarter 2021 Financial Results

Oct 29, 2021

Philadelphia, Pennsylvania, UNITED STATES PHILADELPHIA and NEW YORK, Oct. 29, 2021 (GLOBE NEWSWIRE) -- Cohen & Company Inc. (NYSE American: COHN) will release its financial results for the third quarter 2021 on Tuesday, November 2, 2021. The Company will host a conference call at 10:00 a.m. Eastern Time (ET) that morning to discuss these results. The conference call will be available via webcast. Interested parties can access the webcast by clicking the webcast link on the Company’s homepage at www.cohenandcompany.com . Those wishing to listen to the conference call with operator assistance can dial (877) 876-9174 (domestic) or (785) 424-1669 (international), with participant pass code COHQ321, or request the Cohen & Company earnings call. A replay of the call will be available for one week following the call by dialing (888) 566-0825 or (402) 220-0427, participant pass code COHQ321. About Cohen & Company Cohen & Company is a financial services company specializing in fixed income markets and, more recently, in SPAC markets. It was founded in 1999 as an investment firm focused on small-cap banking institutions but has grown to provide an expanding range of capital markets and asset management services. Cohen & Company’s operating segments are Capital Markets, Asset Management, and Principal Investing. The Capital Markets segment consists of fixed income sales, trading, and matched book repo financing as well as new issue placements in corporate and securitized products, and advisory services, operating primarily through Cohen & Company’s subsidiaries, J.V.B. Financial Group, LLC in the United States and Cohen & Company Financial (Europe) Limited in Europe. The Asset Management segment manages assets through collateralized debt obligations, managed accounts, and investment funds. As of September 30, 2021, the Company managed approximately $2.2 billion in primarily fixed income assets in a variety of asset classes including US and European trust preferred securities, subordinated debt, and corporate loans. As of September 30, 2021, 55.7% of the Company’s assets under management were in collateralized debt obligations that Cohen & Company manages, which were all securitized prior to 2008. The Principal Investing segment is comprised primarily of investments the Company holds related to its SPAC franchise and other investments the Company has made for the purpose of earning an investment return rather than investments made to support its trading, matched book repo, or other capital markets business activity. For more information, please visit www.cohenandcompany.com . Contact:

Cohen & Company Investments

3 Investments

Cohen & Company has made 3 investments. Their latest investment was in Railsbank as part of their Series C on July 7, 2021.

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Cohen & Company Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

7/14/2021

Series C

Railsbank

$70M

Yes

21

6/20/2003

Unattributed VC

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$99M

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10

12/21/2001

Series B

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$99M

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10

Date

7/14/2021

6/20/2003

12/21/2001

Round

Series C

Unattributed VC

Series B

Company

Railsbank

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Amount

$70M

$99M

$99M

New?

Yes

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Co-Investors

Sources

21

10

10

Cohen & Company Portfolio Exits

1 Portfolio Exit

Cohen & Company has 1 portfolio exit. Their latest portfolio exit was Safewww.com on October 07, 2004.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

10/7/2004

Acquired

$991

Date

10/7/2004

Exit

Acquired

Companies

Valuation

$991

Acquirer

Sources

Cohen & Company Acquisitions

1 Acquisition

Cohen & Company acquired 1 company. Their latest acquisition was Arthur Bell on October 03, 2017.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

10/3/2017

Merger

1

Date

10/3/2017

Investment Stage

Companies

Valuation

Total Funding

Note

Merger

Sources

1

Cohen & Company Fund History

1 Fund History

Cohen & Company has 1 fund, including PriDe III Funds.

Closing Date

Fund

Fund Type

Status

Amount

Sources

7/20/2020

PriDe III Funds

$428.51M

2

Closing Date

7/20/2020

Fund

PriDe III Funds

Fund Type

Status

Amount

$428.51M

Sources

2

Cohen & Company Team

15 Team Members

Cohen & Company has 15 team members, including current Chief Executive Officer, President, Chief Investment Officer, Daniel G. Cohen.

Name

Work History

Title

Status

Daniel G. Cohen

Chief Executive Officer, President, Chief Investment Officer

Current

Paul Vernhes

President, Managing Director

Current

Joseph W. Pooler

INSU Acquisition II, Drexel University, Pegasus Communications, INCORPORATED, Mediq, Deloitte, and Aramark

Chief Financial Officer, Executive Vice President

Current

John M. Butler

Insu Acquisition Corp II, Twelve Capital, Hannover Re, White Mountains Insurance Group, and AXA

Managing Director

Current

Shami Patel

LumiGrow, Duke University, Clean Pacific Ventures, iATMglobal.net, Sirrom Capital, and Robertson Stephens

Managing Director

Current

Name

Daniel G. Cohen

Paul Vernhes

Joseph W. Pooler

John M. Butler

Shami Patel

Work History

INSU Acquisition II, Drexel University, Pegasus Communications, INCORPORATED, Mediq, Deloitte, and Aramark

Insu Acquisition Corp II, Twelve Capital, Hannover Re, White Mountains Insurance Group, and AXA

LumiGrow, Duke University, Clean Pacific Ventures, iATMglobal.net, Sirrom Capital, and Robertson Stephens

Title

Chief Executive Officer, President, Chief Investment Officer

President, Managing Director

Chief Financial Officer, Executive Vice President

Managing Director

Managing Director

Status

Current

Current

Current

Current

Current

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