Strong Market Presence With over 800 dedicated professionals across 15 offices and a diverse client base including Fortune 1000 companies, Cohen & Co demonstrates significant market penetration and potential for expanding service offerings to large enterprises and high-growth firms.

Recognition and Awards Recent accolades such as being named America's Greatest Midsize Workplace and receiving industry awards for ETF and emerging manager auditing suggest Cohen & Co’s reputation and expertise are highly valued, providing opportunities to upsell advanced advisory, audit, and consulting services to confidence-inspiring prospects.

Technology Utilization Utilizing cloud-based solutions like AWS and Google Sign-in highlights a focus on modernizing client experiences, presenting opportunities to introduce innovative tech-driven services like data analytics, cybersecurity, and digital transformation consulting to digitally forward clients.

Expansion Strategy Recent office expansion into Buffalo indicates Cohen & Co’s growth ambitions in new markets, creating potential leads among regional businesses seeking trusted local accounting and advisory support, especially with a focus on sectors like funds and private equity.

Financial and Service Diversification With revenue ranging from 500 million to 1 billion and broad service offerings including attest, tax, advisory, and business consulting, Cohen & Co is well-positioned to address the complex needs of large enterprises, multinational clients, and emerging managers, offering multiple upsell and cross-sell opportunities.