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Corporation
FINANCE | Accounting
cohencpa.com

Investments

4

Portfolio Exits

1

Funds

1

Partners & Customers

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.

Headquarters Location

1350 Euclid Ave. Suite 800

Cleveland, Ohio, 44115,

United States

216-579-1040

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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.

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Cohen & Company Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

4/29/2022

Debt

Omaha National

$20M

Yes

1

7/14/2021

Series C

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$99M

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10

6/20/2003

Unattributed VC

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$99M

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0

12/21/2001

Series B

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$99M

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0

Date

4/29/2022

7/14/2021

6/20/2003

12/21/2001

Round

Debt

Series C

Unattributed VC

Series B

Company

Omaha National

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Amount

$20M

$99M

$99M

$99M

New?

Yes

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Co-Investors

Sources

1

10

0

0

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

$99M

Date

10/7/2004

Exit

Acquired

Companies

Valuation

$99M

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

$99M

Merger

1

Date

10/3/2017

Investment Stage

Companies

Valuation

$99M

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.

Date

Type

Business Partner

Country

News Snippet

Sources

1/1/2018

Partner

United States

Date

1/1/2018

Type

Partner

Business Partner

Country

United States

News Snippet

Sources

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

Chief Executive Officer, President, Chief Investment Officer

Current

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Name

Daniel G. Cohen

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Work History

Title

Chief Executive Officer, President, Chief Investment Officer

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Status

Current

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