Cohen & Company
- Company typePublic
- Founded1999
- HeadquartersNew York, United States
- Headcount101–250
- GTM typeB2B
- OfferingServices
Cohen & Company firmographics
Firmographics- Name
- Cohen & Company
- Legal name
- Cohen & Company Inc.
- Website
- https://cohenandcompany.com
- Company type
- Public
- Founded year
- 1999
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Ownership category
- akta.pro rank
Cohen & Company industry classification
Industry- Product category
- Institutional Asset Management and Capital Markets
- NAICS
- Portfolio Management and Investment Advice (52394), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523), Other Investment Pools and Funds (5259)
- SIC
- Security Brokers, Dealers & Flotation Companies (6211), Investment Advice (6282)
- akta.pro primary industry
- Insurance-Dedicated Multi-Manager Platforms (e.g., ILS / Cat Bond FoF) (FSAHAKAK)
- akta.pro secondary industry
- Corporate Finance & Capital Advisory (BPAHADAB)
Keywords
Where Cohen & Company is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices7 records
Markets served
Cohen & Company business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Investment Banking Revenue: Revenue generated from SPAC-related transactions, underwriting, and advisory services. In Q1 2026, investment banking revenue reached $45.7 million driven primarily by SPAC-related transactions.
- Asset Management Fees: Management fees from approximately $2.3 billion in assets under management across collateralized debt obligations, managed accounts, joint ventures, and investment funds.
- Fixed Income Trading and Sales: Revenue from fixed income sales, trading, and matched book repo financing operations through Cohen & Company Securities.
- Principal Investing: Strategic investments of company capital including SPAC sponsor equity and other investments for earning investment returns.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Unit Pricing | One time/ perpetual license | SPAC units priced at $10 each |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels4 records
Cohen & Company product offering
Product offeringCore offering
Cohen & Company provides institutional asset management, capital-markets, and principal-investing services through three operating segments. Its offerings include insurance debt strategies, CLO and CDO structuring and management, fixed-income sales and trading, securities and repo financing, M&A and capital-markets advisory, and SPAC underwriting, sponsorship, and trading services.
Product overview
Cohen & Company is a financial services company (NYSE American: COHN) founded in 1999, operating through three main segments: Capital Markets, Asset Management, and Principal Investing. The Capital Markets segment provides fixed income sales, trading, gestation repo financing, new issue placements, underwriting, and advisory services through Cohen & Company Securities, LLC (formerly J.V.B. Financial Group, rebranded July 2025) and Cohen & Company Capital Markets. The Asset Management segment manages approximately $1.4 billion in assets through collateralized debt obligations, managed accounts, and investment funds including the PriDe European fund series. The company is also a leading SPAC underwriter and sponsor, having launched multiple Columbus Circle Capital Corp. SPACs and providing SPAC-focused equity trading services. Cohen & Company Financial (Europe) S.A. operates the European business from Paris.
Differentiator
Problem solved
Functional benefit
Products and services
- Cohen & Company Capital Markets (CCM) Full-service boutique investment bank providing M&A advisory, capital-markets services, SPAC advisory, de-SPAC transaction services, and related underwriting for sponsors and companies.
- Cohen & Company Securities, LLC Registered broker-dealer that distributes fixed-income securities, provides securities and repo financing, and conducts fixed-income sales and trading for institutional clients.
- SPAC-Focused Equity Trading Desk Equity trading service focused on SPAC-related trading activities and complementing the firm's established gestation repo financing and fixed-income trading capabilities.
- Gestation Repo Financing Program Securities-financing service that enables clients to borrow against SPAC shares during the gestation period before a business combination.
- Insurance Strategies Investment strategies focused on funding small and medium-sized insurance companies in the United States, Europe, and Bermuda through managed funds, structured vehicles, and separately managed accounts.
- Collateralized Loan Obligations (CLO) Collateralized loan obligation structuring and management service drawing on experience in securitization, asset management, and lending.
- Collateralized Debt Obligations (CDO) Management and advisory services for funds collateralized by insurance and/or bank securities, with more than $9.5 billion of U.S. and Bermudian assets and €1.7 billion of European assets originated.
- SPAC Equity Investment Provides investors with access to SPAC equity through IPO participation and secondary-market opportunities.
- PriDe IV Fund European vintage fund that raised €481.5 million to provide regulatory capital solutions to small and mid-sized European insurance companies.
- Residential Transition Lending Loan-trading business operated by Concordant Capital Group, LLC, focused on the purchase and sale of small-balance commercial loans for professional investors and real-estate developers.
- Columbus Circle Capital Corp. SPAC Series Series of Cohen & Company-sponsored SPACs, including Columbus Circle I, II, and III, with public offerings and target sectors spanning technology, digital infrastructure, sports, media, entertainment, energy transition, mining, and cryptocurrency.
Quantifiable outcome
- Q1 2026 investment banking revenue of $45.7 million
- +2 more outcomes
Companies that use Cohen & Company
Customer profileNamed customers5 records
Segments4 records
Ideal customer profiles5 records
Cohen & Company technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Cohen & Company partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- Concordant Capital Group, LLCcoreRun by Cohen & Company, Concordant Capital Group operates the Residential Transition Lending business focused on purchase and sale of small balance commercial loans for fix and flip financing.
- J.V.B. Financial Group, LLC (now Cohen & Company Securities)coreRegistered broker-dealer regulated by FINRA and subject to SEC oversight, focusing on Mortgage Trading and Financing, SBA Securitization, Wholesale Sales & Trading, and Credit Trading.
Scale indicators12 records
Recent moves12 records
Expansion highlights6 records
Cohen & Company competitors and assessment
Company assessmentDirect peers
- Oppenheimer Holdings: Full-service investment bank and asset manager with private client and capital markets operations. Comparable in combining brokerage, investment banking, and asset management under one publicly listed entity.
- Cantor Fitzgerald: Privately-held boutique financial services firm with deep fixed income, SPAC underwriting, and asset management businesses. Highly comparable given overlapping SPAC sponsorship, institutional broker-dealer, and structured product capabilities.
- TigerRisk Partners: Independent reinsurance broker and ILS structuring specialist. Comparable as a specialty intermediary focused on insurance-linked capital markets where Cohen & Company is expanding via its Global ILS Program.
- Loop Capital Markets: Minority-owned boutique investment bank specializing in capital markets, public finance, and structured products. Comparable as a smaller specialist broker-dealer competing in fixed income and structured finance.
- B. Riley Financial: Multi-segment financial services firm offering investment banking, brokerage, and asset management to small/mid-cap clients; also listed on a small-cap exchange. Directly comparable in business mix and target market.
- Ladenburg Thalmann Financial Services: Diversified financial services holding with independent broker-dealer and asset management subsidiaries serving retail and institutional clients. Comparable as a smaller-scale public multi-line financial services firm.
Emerging players
- White Mountains Insurance Group: Bermuda-based insurance investment specialist with ILS and reinsurance businesses. Comparable given its adjacency to Cohen & Company's insurance debt and ILS focus areas.
Broad incumbents
- Moelis & Company: Independent boutique investment bank focused on M&A and capital markets advisory. Comparable in boutique advisory positioning but with larger scale and broader deal coverage.
- Piper Sandler: Mid-market focused investment bank and asset manager with strong public finance and fixed income operations. Comparable in boutique-style service model and mid-market advisory focus.
- Stifel Financial Corp. Larger mid-market brokerage and investment bank with institutional brokerage, asset management, and fixed income trading. Comparable product breadth but at greater scale and broader clientele.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Cohen & Company social profiles
Digital presenceCohen & Company financial estimates
Financial estimateRevenue estimate
Valuation estimate
Cohen & Company leadership team
Management profileNumber of profiles
Profiles10 records
Cohen & Company subsidiaries and ownership
Company hierarchySubsidiaries9 records
Cohen & Company funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Cohen & Company M&A and investment
M&A and investmentM&A
Investments
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 institutional asset management, capital-markets, and principal-investing services through three operating segments. Its offerings include insurance debt strategies, CLO and CDO structuring and management, fixed-income sales and trading, securities and repo financing, M&A and capital-markets advisory, and SPAC underwriting, sponsorship, and trading services.
Is Cohen & Company a public or private company?
Cohen & Company is a public company. It is classified as public and is currently operating.
When was Cohen & Company founded?
Cohen & Company was founded in 1999. It employs 101 to 250 people.
Where is Cohen & Company based?
Cohen & Company is headquartered in New York, United States, in the North America region.
How does Cohen & Company make money?
Four revenue lines are on record. Investment Banking Revenue is the primary driver. The others are asset Management Fees, fixed Income Trading and Sales and principal Investing.
Who are Cohen & Company's main competitors?
Direct peers on record are Oppenheimer Holdings, Cantor Fitzgerald, TigerRisk Partners, Loop Capital Markets, B. Riley Financial and Ladenburg Thalmann Financial Services. White Mountains Insurance Group is listed as an emerging player. Broad incumbents are Moelis & Company, Piper Sandler and Stifel Financial Corp..
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 Institutional Asset Management and Capital Markets. Its primary akta.pro industry code is FSAHAKAK, Insurance-Dedicated Multi-Manager Platforms (e.g., ILS / Cat Bond FoF), with a secondary code of BPAHADAB, Corporate Finance & Capital Advisory. Its NAICS code is 52394 and its SIC code is 6211.