Cohasset Associates, Inc.

What Cohasset Associates, Inc. does

Cohasset Associates, Inc. is a privately held management consulting firm founded in 1971 and headquartered in Minnetonka, Minnesota. The firm specializes in information management, records management, and information governance consulting, with a focus on serving highly regulated industries including banking and financial services, healthcare, insurance, manufacturing, and the public sector. Over a 50+ year operating history, Cohasset has built an enterprise client base that includes Bank of the West, Bloomberg, Citadel, NASDAQ, Prudential, AWS, Microsoft, Google, IBM, Oracle, Abbott, Genentech, Allstate, Cargill, Raytheon, and the United States Patent and Trademark Office (USPTO).

The firm's core offerings consist of professional advisory services and proprietary compliance assessment products. Cohasset maintains a regulatory citation database exceeding 40,000 citations that underpins its consulting methodology and assessment deliverables. The firm has developed standardized vendor and cloud compliance assessments for major technology providers including AWS, Microsoft Azure, Google Cloud, Oracle, and IBM, which it markets to regulated clients seeking pre-validated third-party risk artifacts. Cohasset also co-produces the annual MER (Managing Electronic Records) Conference with Microsoft, an industry event focused on electronic records management.

Cohasset's business model is based on professional services fees from consulting engagements, advisory retainers, and bespoke assessments, supplemented by conference and training revenue from the MER Conference. Pricing is quote-based and not publicly disclosed. The firm operates with a small team of approximately 15-16 named consultants and corporate staff, indicating a boutique consulting structure with long-tenured practitioners. Cohasset has not raised external funding and discloses no acquisition or investment activity, consistent with its privately held, founder-aligned operating posture.

Name

Cohasset Associates, Inc.

Legal name

Cohasset Associates, Inc.

Website

https://cohasset.com

Company type

Private

Founded year

1971

Operating status

Operating

Headcount range

11–50 employees

Short description

Cohasset Associates is a Minnetonka, Minnesota-based management consulting firm founded in 1971 that delivers information governance, records management, and regulatory compliance advisory services to regulated enterprises in financial services, healthcare, insurance, and the public sector.

Ownership category

akta.pro rank

Product category

Information Management Consulting

NAICS

Management Consulting Services (54161), Other Management Consulting Services (541618)

SIC

Services-Management Consulting Services (8742), Services-Management Services (8741)

akta.pro primary industry

Conformity Assessment, Testing, Inspection & Certification Cooperation (BPADANAD)

Keywords

• Records management consulting
• Information governance advisory
• Regulatory compliance assessments
• Retention schedule development
• Vendor technology reviews

Headquarters

HQ city

Minnetonka

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Management Consulting Services: Professional consulting engagements including advisory services, retention schedules development, training and communication programs, technology reviews, and operational improvement services. Engagements are customized to client culture, capabilities, and technology requirements.
2. Compliance Assessments: In-depth assessments of vendor solutions and company implementations against regulatory compliance requirements including SEC, CFTC, FINRA, ISO, and other regulatory bodies. Reports are published for technology vendor products and made available through the assessment library.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Cohasset Associates is a specialized management consulting firm that helps clients in regulated industries design and implement information management and records management programs. Their work spans advisory engagements, retention schedule development, training, operational improvement, technology reviews, and in-depth compliance assessments that evaluate vendor products and company implementations against SEC, CFTC, FINRA, ISO, and other regulatory frameworks.

Product overview

Cohasset Associates offers a portfolio of information management consulting services and compliance assessments. The core offerings include Management Consulting (covering advisory services, retention schedules, training, technology reviews, and operational improvement) combined with a Compliance Assessments practice that evaluates vendor products and company implementations against SEC 17a-4, CFTC, FINRA, and other regulatory requirements. The company maintains a proprietary database of over 40,000 regulatory citations and employs a Trusted Process methodology of strategizing, formulating, and implementing information lifecycle practices. Their Assessment Library documents evaluations of major cloud and enterprise storage platforms including AWS, Azure, Google Cloud, Oracle, IBM, Dell, NetApp, and others. The firm serves regulated industries including banking, healthcare, insurance, and technology sectors since 1971.

Differentiator

Problem solved

Functional benefit

Products and services

• Management Consulting Services

Quantifiable outcome

• Database of 40,000+ regulatory citations supporting compliance advice and retention schedules
• +1 more outcomes

Named customers16 records

Segments7 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

One partnership is on record.

• MicrosoftcoreStrategic or Co-development PartnerPartnership with Microsoft through MER Conference session and Microsoft 365 governance expertise. Cohasset has developed insights through working with multiple clients using M365 and their partnership with Microsoft to provide guidance on governance tools and capabilities within the Microsoft ecosystem.

Scale indicators3 records

Recent moves4 records

Expansion highlights4 records

Direct peers

• Epiq: Epiq is a global provider of legal and information governance services, including records management consulting and compliance advisory. It directly competes with Cohasset in serving law firms and regulated enterprises on records retention and information governance mandates.
• Protiviti: Protiviti is a global risk and compliance consulting firm with a strong information governance and records management practice. It overlaps with Cohasset on regulatory risk, internal controls, and technology-enabled compliance advisory for financial services and other regulated industries.
• Access Sciences: Access Sciences is a records and information management consulting firm that helps organizations build retention programs, policies, and governance structures. It is directly comparable to Cohasset in methodology, buyer profile, and service scope.

Broad incumbents

• PwC: PwC's Risk and Regulatory services include records management, governance, and compliance advisory. It overlaps with Cohasset's offering set while delivering at much larger scale, particularly for global financial services clients.
• EY: EY's risk consulting practice covers regulatory compliance, internal controls, and information governance for financial services and other regulated clients. EY competes with Cohasset at the enterprise end of the same regulatory advisory market.
• Deloitte: Deloitte's Risk & Financial Advisory practice includes records and information management and regulatory compliance consulting for large enterprises. As a Big 4 firm it offers broader scale and delivery reach than Cohasset, often competing for the same enterprise governance mandates.
• KPMG: KPMG's Advisory practice includes risk, compliance, and information governance consulting for regulated industries. It competes with Cohasset on enterprise regulatory engagements, especially in banking and capital markets.

Others

• Iron Mountain: Iron Mountain is the dominant physical and digital records storage provider with adjacent information governance and consulting services. It is comparable to Cohasset because it serves the same regulated buyer and overlaps on records retention and information governance advisory, though at vastly greater scale and with a different delivery model.
• Veritas Technologies: Veritas provides enterprise data protection and information governance software used by many of the same regulated enterprises Cohasset advises. It is a technology vendor rather than a consultancy but is comparable because its products underpin the environments Cohasset assesses and recommends.

Emerging players

• AvePoint: AvePoint is a Microsoft 365 and cloud data governance software vendor that competes with and complements Cohasset's Microsoft 365 governance advisory practice. Given Cohasset's Microsoft partnership and M365 focus, AvePoint is an emerging peer that addresses the same buyer with a software-led approach.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/CohassetAssoc
• Facebookfacebook.com/Cohasset.Associates.Inc

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Cohasset Associates, Inc.