Cohen Corporate Finance

Cohen & Company, formerly Cohen & Company Financial Corporation, is a specialty financial services firm particularly known for its expertise in the financial services industry, especially within the asset management, real estate, and banking sectors. Their corporate finance division plays a critical role in assisting companies within these sectors achieve their financial goals. The firm emphasizes providing tailored solutions rather than offering generic, one-size-fits-all advice.

A core strength of Cohen & Company's corporate finance practice is its deep understanding of the regulatory landscape and market dynamics impacting financial institutions. This industry-specific knowledge allows them to provide more informed and relevant advice than generalist investment banks. They actively monitor trends in banking, real estate investment trusts (REITs), and asset management, enabling them to anticipate challenges and opportunities for their clients.

Cohen & Company offers a range of corporate finance services, including:

* **Mergers & Acquisitions (M&A) Advisory:** They advise both buyers and sellers in M&A transactions, assisting with valuation, negotiation, structuring, and due diligence. Their industry specialization allows them to identify synergistic opportunities and navigate complex regulatory hurdles often encountered in financial services M&A. * **Capital Raising:** They help companies raise capital through various means, including public offerings (IPOs and follow-on offerings), private placements, and debt financing. Their understanding of investor appetite in the financial services sector is crucial in effectively marketing securities. * **Restructuring & Recapitalization:** In challenging economic environments, Cohen & Company assists companies in restructuring their balance sheets and operations to improve financial stability. This includes advising on debt restructuring, asset sales, and operational improvements. * **Valuation Services:** They provide valuation opinions for a variety of purposes, including M&A transactions, tax planning, and financial reporting. Their deep understanding of the financial services industry allows them to apply appropriate valuation methodologies and assumptions. * **Fairness Opinions:** Providing independent assessments of the fairness of a transaction to a company's shareholders, ensuring that the process and terms are equitable. This is particularly important in related-party transactions or situations where there may be conflicts of interest.

Cohen & Company's targeted approach and focus on building long-term relationships sets them apart. They often work with smaller and mid-sized companies that may not be prioritized by larger investment banks. This allows them to develop a deeper understanding of their clients' businesses and provide more personalized service. Furthermore, their professionals often have direct experience within the industries they serve, further enhancing their credibility and effectiveness.

While the firm has carved out a niche for itself in the financial services arena, it is worth noting that their specialization also implies that their expertise might not be as broadly applicable to companies operating in other sectors. Nevertheless, for companies seeking financial advisory services within the asset management, real estate, or banking sectors, Cohen & Company presents a compelling option due to their focused expertise and dedication to these specialized industries.