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Cohen & Company

Full company profile

uuid0006q7o

Namestring
Cohen & Company
Legal namestring
Cohen & Company, Ltd.
Websiteurl
cohencpa.com
Company typeenum
Private
Founded yearint
1997
Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
501–1,000
akta.pro rankint
HeadquartersCleveland, United States
HQ citystring
Cleveland
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices16 records

Each record includes

City, Country, Type, Description, Source

Keyword5 values
professional accounting services, investment company audits, tax advisory services, business valuation services, digital asset advisory
Industry3 codes
1Audit & Assurance Services
CodeBPAHABAAPrimaryYes
2Financial Reporting & Technical Accounting Advisory (GAAP/IFRS)
CodeBPAHABAFPrimaryNo
3Litigation Support & Expert Witness (Valuation-Related)
CodeBPAHANAGPrimaryNo
NAICS code2 codes
  • Offices of Certified Public Accountants541211
  • Other Accounting Services541219
Product category
Professional Accounting, Tax, and Advisory Services
Social media profiles2 records
GTM motion2 records

Each record includes

Type, Description, Source

Revenue model1 record
1Professional Services Revenue
TypeProfessional Services
Description

Cohen & Company generates revenue through billable professional services engagements including assurance services, tax planning and compliance, and advisory consulting. Services are provided to private companies, investment funds, and enterprise clients on an engagement basis.

cohenco.com
Marketing channels4 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels1 record

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Operations, Marketing or Sales, Technology or R&D, Others
GTM typeB2B
B2B
Offering typeServices
Services
Core offering1 text field

Cohen & Company provides tax, assurance, and advisory professional services through three core service lines to private companies, public and private investment funds, advisers, fund service providers, and Fortune 1000 enterprises. The firm operates under an alternative practice structure combining a licensed CPA firm (Cohen & Company, Ltd.) for attest services with an advisory entity (Cohen & Co Advisory, LLC) for tax, advisory, and consulting work, and maintains deep specialization in investment company audits and digital asset tax, audit, and advisory.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

Cohen & Co is a national, award-winning tax, assurance and consulting firm offering a comprehensive suite of professional services organized into three core service lines (Assurance Services, Tax Services, and Advisory Services) across multiple industry verticals including Asset Management, Digital Assets, Manufacturing, Private Client Services, Private Companies, Private Equity, Real Estate & Construction, and Technology & Life Sciences. The firm serves private companies, public and private funds, advisers and fund service providers, and Fortune 1000 enterprises. The company operates under an alternative practice structure with Cohen & Company, Ltd. (a licensed CPA firm providing attest services) and Cohen & Co Advisory, LLC (providing tax, advisory and business consulting services).

Product and service1 record
1Assurance Services
Scale indicator3 records

Each record includes

Type, Value, Description, Source

Partnership2 partners
1Gioffre & Company
Strategic tierCoreTypeStrategic or Co-development PartnerAnnounced on2025-08-08
Description

Gioffre & Company joined Cohen & Co through a transaction closed on August 8, 2025. The acquisition enhances Cohen & Co's CFO support, financial reporting, and tax services, particularly in the New York Tri-State region.

2TIAG (The International Accounting Group)
Strategic tierMinorTypeStrategic or Co-development Partner
Description

Cohen & Company is a member of TIAG, an international accounting group that provides access to global accounting networks and resources for serving international clients.

Recent move6 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight6 records

Each record includes

Type, Description

Peers10 records
1Plante Moran
TypeDirect peer
Description

Large U.S. mid-market accounting and business advisory firm with overlapping audit, tax, and consulting capabilities and a similar focus on privately held businesses.

2Grant Thornton
TypeDirect peer
Description

Major U.S. mid-market audit, tax, and advisory firm competing head-to-head with Cohen & Co for investment company audits, private equity, and middle-market corporate engagements.

3Baker Tilly US
TypeDirect peer
Description

Mid-market accounting, tax, and advisory firm with closely aligned service lines (assurance, tax, advisory) and similar target segments including investment funds and PE-backed companies.

4RSM US
TypeDirect peer
Description

Large U.S. middle-market professional services firm with overlapping audit, tax, and advisory offerings and similar focus on private equity-backed companies and mid-market enterprises.

5Moss Adams
TypeDirect peer
Description

West Coast-anchored national accounting firm offering the same core assurance, tax, and advisory services to middle-market clients, including industry-specialized practices.

6Wipfli
TypeDirect peer
Description

Mid-market accounting, tax, and advisory firm of similar scale, particularly comparable in serving private equity portfolio companies and PE-backed CFO/advisory needs.

7Crowe LLP
TypeDirect peer
Description

National accounting and advisory firm of similar scale, with comparable industry specialization and a private-equity-affiliated ownership model (Crowe Global / private investors).

8CLA (CliftonLarsonAllen)
TypeDirect peer
Description

Large U.S. accounting and advisory firm serving middle-market companies, with comparable audit, tax, and wealth advisory services and similar geographic reach across multiple U.S. regions.

9Marcum LLP
TypeDirect peer
Description

Top-15 U.S. accounting firm with strong overlap in investment company audits, hedge fund services, and digital asset practices, making it a particularly close peer in Cohen & Co's most differentiated niches.

10BDO USA
TypeDirect peer
Description

Top-tier U.S. mid-market accounting and advisory firm with comparable tax, assurance, and advisory service lines and a similar client mix spanning private companies, funds, and Fortune 1000 enterprises.

Market position
Strengths5 records

Each record includes

Headline, Details, Source

Weaknesses5 records

Each record includes

Headline, Details, Source

Competitive moat4 records

Each record includes

Type, Details

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights7 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers3 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment5 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile5 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Feature1 record

Each record includes

Title, Differentiator, Description, Source

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles4 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds1 record

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors1 record

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A4 records

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment2 records

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Cohen & Company

Professional Accounting, Tax, and Advisory Servicescohencpa.com

Cohen & Company firmographics

Firmographics
Name
Cohen & Company
Legal name
Cohen & Company, Ltd.
Website
https://cohencpa.com
Company type
Private
Founded year
1997
Operating status
Operating
Headcount range
501–1,000 employees
Ownership category
akta.pro rank

Cohen & Company industry classification

Industry
Product category
Professional Accounting, Tax, and Advisory Services
NAICS
Offices of Certified Public Accountants (541211), Other Accounting Services (541219)
akta.pro primary industry
Audit & Assurance Services (BPAHABAA)
akta.pro secondary industries
Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF), Litigation Support & Expert Witness (Valuation-Related) (BPAHANAG)

Keywords

  • Professional accounting services
  • Investment company audits
  • Tax advisory services
  • Business valuation services
  • Digital asset advisory

Where Cohen & Company is headquartered

Location

Headquarters

HQ city
Cleveland
HQ country
United States
HQ region
North America

Offices16 records

Markets served

Cohen & Company business model

Business model
GTM type
B2B
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

  1. Professional Services Revenue: Cohen & Company generates revenue through billable professional services engagements including assurance services, tax planning and compliance, and advisory consulting. Services are provided to private companies, investment funds, and enterprise clients on an engagement basis.

Go-to-market motion2 records

Distribution channels1 record

Marketing channels4 records

Cohen & Company product offering

Product offering

Core offering

Cohen & Company provides tax, assurance, and advisory professional services through three core service lines to private companies, public and private investment funds, advisers, fund service providers, and Fortune 1000 enterprises. The firm operates under an alternative practice structure combining a licensed CPA firm (Cohen & Company, Ltd.) for attest services with an advisory entity (Cohen & Co Advisory, LLC) for tax, advisory, and consulting work, and maintains deep specialization in investment company audits and digital asset tax, audit, and advisory.

Product overview

Cohen & Co is a national, award-winning tax, assurance and consulting firm offering a comprehensive suite of professional services organized into three core service lines (Assurance Services, Tax Services, and Advisory Services) across multiple industry verticals including Asset Management, Digital Assets, Manufacturing, Private Client Services, Private Companies, Private Equity, Real Estate & Construction, and Technology & Life Sciences. The firm serves private companies, public and private funds, advisers and fund service providers, and Fortune 1000 enterprises. The company operates under an alternative practice structure with Cohen & Company, Ltd. (a licensed CPA firm providing attest services) and Cohen & Co Advisory, LLC (providing tax, advisory and business consulting services).

Differentiator

Problem solved

Functional benefit

Products and services

  • Assurance Services

Companies that use Cohen & Company

Customer profile

Named customers3 records

Segments5 records

Ideal customer profiles5 records

Cohen & Company technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Feature1 record

Cohen & Company partnerships and signals

Strategic signal

Partnerships

Two partnerships are on record, tiered core and minor.

  • Gioffre & CompanycoreStrategic or Co-development Partner · 8 August 2025Gioffre & Company joined Cohen & Co through a transaction closed on August 8, 2025. The acquisition enhances Cohen & Co's CFO support, financial reporting, and tax services, particularly in the New York Tri-State region.
  • TIAG (The International Accounting Group)minorStrategic or Co-development PartnerCohen & Company is a member of TIAG, an international accounting group that provides access to global accounting networks and resources for serving international clients.

Scale indicators3 records

Recent moves6 records

Expansion highlights6 records

Cohen & Company competitors and assessment

Company assessment

Direct peers

  • Plante Moran: Large U.S. mid-market accounting and business advisory firm with overlapping audit, tax, and consulting capabilities and a similar focus on privately held businesses.
  • Grant Thornton: Major U.S. mid-market audit, tax, and advisory firm competing head-to-head with Cohen & Co for investment company audits, private equity, and middle-market corporate engagements.
  • Baker Tilly US: Mid-market accounting, tax, and advisory firm with closely aligned service lines (assurance, tax, advisory) and similar target segments including investment funds and PE-backed companies.
  • RSM US: Large U.S. middle-market professional services firm with overlapping audit, tax, and advisory offerings and similar focus on private equity-backed companies and mid-market enterprises.
  • Moss Adams: West Coast-anchored national accounting firm offering the same core assurance, tax, and advisory services to middle-market clients, including industry-specialized practices.
  • Wipfli: Mid-market accounting, tax, and advisory firm of similar scale, particularly comparable in serving private equity portfolio companies and PE-backed CFO/advisory needs.
  • Crowe LLP: National accounting and advisory firm of similar scale, with comparable industry specialization and a private-equity-affiliated ownership model (Crowe Global / private investors).
  • CLA (CliftonLarsonAllen): Large U.S. accounting and advisory firm serving middle-market companies, with comparable audit, tax, and wealth advisory services and similar geographic reach across multiple U.S. regions.
  • Marcum LLP: Top-15 U.S. accounting firm with strong overlap in investment company audits, hedge fund services, and digital asset practices, making it a particularly close peer in Cohen & Co's most differentiated niches.
  • BDO USA: Top-tier U.S. mid-market accounting and advisory firm with comparable tax, assurance, and advisory service lines and a similar client mix spanning private companies, funds, and Fortune 1000 enterprises.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Cohen & Company social profiles

Digital presence

Cohen & Company financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Cohen & Company leadership team

Management profile

Number of profiles

Profiles4 records

Cohen & Company funding detail

Funding detail

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Cohen & Company M&A and investment

M&A and investment

M&A4 records

Investments2 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Cohen & Company

What does Cohen & Company do?

Cohen & Company provides tax, assurance, and advisory professional services through three core service lines to private companies, public and private investment funds, advisers, fund service providers, and Fortune 1000 enterprises. The firm operates under an alternative practice structure combining a licensed CPA firm (Cohen & Company, Ltd.) for attest services with an advisory entity (Cohen & Co Advisory, LLC) for tax, advisory, and consulting work, and maintains deep specialization in investment company audits and digital asset tax, audit, and advisory.

Is Cohen & Company a public or private company?

Cohen & Company is a private company. It is classified as private equity controlled and is currently operating.

When was Cohen & Company founded?

Cohen & Company was founded in 1997. It employs 501 to 1,000 people.

Where is Cohen & Company based?

Cohen & Company is headquartered in Cleveland, United States, in the North America region.

How does Cohen & Company make money?

One revenue line is on record: professional Services Revenue.

Who are Cohen & Company's main competitors?

Direct peers on record are Plante Moran, Grant Thornton, Baker Tilly US, RSM US, Moss Adams, Wipfli, Crowe LLP, CLA (CliftonLarsonAllen), Marcum LLP and BDO USA.

Does Cohen & Company have an API?

No public API is recorded for Cohen & Company.

What industry is Cohen & Company in?

Cohen & Company's product category is Professional Accounting, Tax, and Advisory Services. Its primary akta.pro industry code is BPAHABAA, Audit & Assurance Services, with a secondary code of BPAHABAF, Financial Reporting & Technical Accounting Advisory (GAAP/IFRS). Its NAICS code is 541211.

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Live signals
PR NewswireBrian Ganser Named Partner in Charge of Growing Advisory PracticeCohen & Co named Brian Ganser partner in charge of advisory, effective July 13, 2026. He will lead the firm's Advisory Practice, including the Office of the CFO, Transaction Services, and Valuation teams. The firm has expanded its advisory services through recent acquisitions since 2024.Investing.comTeucrium Commodity Trust appoints Cohen & Company as new auditor By Investing.comTeucrium Commodity Trust has appointed Cohen & Company as its new independent registered public accounting firm, replacing Grant Thornton LLP effective June 23, 2026, for the fiscal year ending December 31, 2026. The SEC filing confirms that Grant Thornton's audit reports for fiscal years 2024 and 2025 did not contain any adverse opinions, disclaimers, or disagreements, and no reportable events occurred during those periods. This is a routine corporate governance event involving a standard auditor rotation and does not indicate any financial or operational concerns.Investing.comTeucrium Commodity Trust appoints Cohen & Company as new auditor By Investing.comTeucrium Commodity Trust has appointed Cohen & Company, Ltd. as its new independent registered public accounting firm, effective June 2026, covering the fiscal year ending December 31, 2026. The trust's sponsor, Teucrium Trading LLC, dismissed Grant Thornton LLP as the previous auditor on June 18, with no disagreements, adverse opinions, or reportable events between the parties during the fiscal years 2024 and 2025. The transition appears routine, as the filing explicitly states no consultations occurred with Cohen & Company prior to the appointment.PR NewswireCohen & Co Announces Expansion in Michigan, Acquires Gordon Advisors, P.C.Cohen & Co announced the acquisition of Gordon Advisors, a Southeast Michigan accounting firm, expected to close June 1, 2026. Gordon Advisors, with about 50 employees, will join Cohen & Co, making Michigan one of the firm's largest markets. The deal is Cohen & Co's fourth acquisition since a 2024 growth investment.PR NewswireCohen & Company Acquires Tax & Wealth Management, Inc.Cohen & Company acquired Tax & Wealth Management, Inc., a Cleveland-based boutique CPA firm, expected to close in early January 2025. TWM, with about 15 employees, will join as partners, including founder Brian Gothot. The move supports Cohen's growth in family office and private client services.PR NewswireTrinette Simon to Lead Inclusion & Equity at Cohen & CompanyCohen & Company has appointed Trinette Simon as Director, Inclusion & Equity, tasking her with embedding inclusivity into hiring, learning initiatives, and decision-making processes across the firm. Simon previously served as an auditor and head of the Employee Benefit Audit Group while also leading the firm's IDEA team. This appointment is part of Cohen & Company's strategic plan to strengthen and expand its inclusion and equity efforts.PR NewswireCohen & Company Welcomes Tax Partner Rob MeinerCohen & Company has appointed Rob Meiner as a Tax Partner in its Registered Funds Group, based in New York City. Meiner brings over 30 years of experience in asset management taxation, including leadership roles at Big 4 firms and expertise in structuring tax strategies for various investment vehicles.PR NewswireAdam Hill Named Partner in Charge of Advisory ServicesCohen & Company has named Adam Hill as partner in charge of advisory services, effective September 1, 2023. In this role, Hill will oversee management consulting, transaction services, valuation services, and accounting solutions while continuing to serve clients across real estate, construction, hospitality, and retail sectors. Hill brings 23 years of experience with the firm, having previously led its Paycheck Protection Program efforts and currently serving on the Board of Managers.PR NewswireCohen & Company Announces 2023 Partner PromotionsCohen & Company announced the promotion of five individuals to its 2023 partner class, effective June 1, 2023. The promoted partners—Julie Lowry, Kaitlin Mansfield, Angel Rice, Robert Venables, and Krista Zuchowski—bring expertise in areas including mutual fund audits, tax planning, opportunity zones, and transaction advisory services. The CEO cited the promotions as part of the firm's ongoing efforts to attract, retain, and develop top professionals across its assurance and tax practices.PR NewswireCohen & Company Announces Partner PromotionsCohen & Company announced partner promotions across its Tax, Assurance, and Advisory practices, with nine individuals elevated to partner level across multiple office locations including Cleveland, Pittsburgh, Baltimore, and St. Clair Shores. The promotions include tax partners Ryan Broze, Dan Sexton, Andreana Shengelya, Samantha Smudz, and Christie Stravino; assurance partners Sean Abrams and Joshua Swander; and advisory partner Ken Randazzo. The firm, founded in 1977, serves clients ranging from privately held companies to Fortune 1000 enterprises and public/private investment funds.