Investments
4Portfolio Exits
1Funds
1Partners & Customers
1About 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.
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Latest Cohen & Company News
Jan 20, 2023
See original article here -> post That backdrop led to a 95% decline in IPO volumes and 65% decline in secondary offerings, and the lightest new issuance market for equity in …… Related
Cohen & Company Investments
4 Investments
Cohen & Company has made 4 investments. Their latest investment was in Omaha National as part of their Debt on April 4, 2022.
Cohen & Company Investments Activity
Date | Round | Company | Amount | New? | Co-Investors | Sources |
|---|---|---|---|---|---|---|
4/29/2022 | Debt | Omaha National | $20M | Yes | 1 | |
7/14/2021 | Series C | |||||
6/20/2003 | Unattributed VC | |||||
12/21/2001 | Series B |
Date | 4/29/2022 | 7/14/2021 | 6/20/2003 | 12/21/2001 |
|---|---|---|---|---|
Round | Debt | Series C | Unattributed VC | Series B |
Company | Omaha National | |||
Amount | $20M | |||
New? | Yes | |||
Co-Investors | ||||
Sources | 1 |
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 |
Date | 10/7/2004 |
|---|---|
Exit | Acquired |
Companies | |
Valuation | |
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 Partners & Customers
1 Partners and customers
Cohen & Company has 1 strategic partners and customers. Cohen & Company recently partnered with Stably on January 1, 2018.
Cohen & Company Team
17 Team Members
Cohen & Company has 17 team members, including current Chief Executive Officer, President, Chief Investment Officer, Daniel G. Cohen.
Name | Work History | Title | Status |
|---|---|---|---|
Daniel G. Cohen | FinTech Acquisition III, FinTech Acquisition II, Fintech Acquisition, RAIT Financial Trust, and Taberna | Chief Executive Officer, President, Chief Investment Officer | Current |
Name | Daniel G. Cohen | ||||
|---|---|---|---|---|---|
Work History | FinTech Acquisition III, FinTech Acquisition II, Fintech Acquisition, RAIT Financial Trust, and Taberna | ||||
Title | Chief Executive Officer, President, Chief Investment Officer | ||||
Status | Current |
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