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Cohen & Co

Philadelphia, Pennsylvania, United States · Accounting, Banking, Consulting

Cohen & Co is one of the top tax and accounting firms in the U.S. Founded in 1977, it offers assurance, tax, and advisory services to clients throughout the U.S. and worldwide. The firm serves a broad range of clients, including privately held companies, public and private funds, and Fortune 1000 multinational enterprises.

Key facts

Headquarters
Philadelphia, Pennsylvania, United States
Employees
980
Industries
Accounting, Banking, Consulting
Status
Public (COHN)
Website
www.cohenco.com
LinkedIn
Company page

Recent activity at Cohen & Co

  • : Cohen & Company Inc. Appoints Daniel G. Cohen as New CEO
  • : SEC 8-K (5.02): On November 9, 2026, Lester R. Brafman resigned as Chief Executive Officer of Cohen & Company Inc. and its subsidiaries, effective as of the close of business on November 10, 2026. He will transition to a non-executive Senior Advisor role until November 30, 2026, at which point his employment will terminate. The resignation was not due to any disagreement regarding company operations. Concurrently, Daniel G. Cohen was appointed as the new Chief Executive Officer, effective also on November 10, 2026. Mr. Cohen has a long history with the Company, having previously held the CEO position from 2009 to 2013, and will continue his role as Executive Chairman of the Board. This change in leadership indicates a strategic transition within the company's management structure.
  • : SEC 8-K (1.01):
  • : SEC 8-K (8.01): On July 10, 2026, Columbus Circle Capital Corp. III (CCCTU) completed its initial public offering (IPO), selling 23,000,000 units at $10.00 per unit, resulting in gross proceeds of $230,000,000. The offering included the full exercise of a 3,000,000 unit over-allotment by underwriters, with Cohen & Company, LLC acting as the lead underwriter. Each unit consists of one Class A ordinary share and one-third of a redeemable warrant, giving holders a purchase right at $11.50 per share. The SPAC's future hinges on completing a Business Combination within 24 months, or it will face winding up procedures unless shareholders approve an extension.
  • : SEC 8-K (8.01): On June 26, 2026, Columbus Circle Capital Corp. II (the 'SPAC') announced the entry into a definitive business combination agreement with Elroy Air, Inc., a technology developer of autonomous heavy-cargo drones. This agreement marks the SPAC's proposed merger with Elroy Air, establishing Elroy Air as a wholly owned subsidiary of the SPAC, which will be renamed 'Inflection Point Acquisition Corp. VII' post-transaction. The transaction is subject to shareholder approvals and is strategically significant as it aligns the SPAC with a leader in drone technology, enhancing its portfolio and market position. The press release details that this merger is part of a broader strategic plan to leverage advanced technology for logistics and defense applications.
  • : SEC 8-K (1.01): On June 18, 2026, Cohen & Company Securities, LLC entered into the Fourth Amendment to the Third Amended and Restated Loan Agreement with Byline Bank, amending the existing Loan Agreement from June 9, 2023. The Amendment includes significant changes such as extending the maturity date of the loans from June 18, 2026, to June 18, 2028, and increasing the required Tangible Net Worth from $70 million to $80 million starting March 31, 2027. Additionally, a new default provision was added for failing to maintain Excess Net Capital of at least $30 million unless restored within two business days. This amendment outlines vital operational adjustments that can influence the financial strategy of the Borrower and its capacity for securing future financing.
  • : SEC 8-K (7.01): On May 27, 2026, Cohen & Company Inc. furnished a Regulation FD Disclosure, indicating the posting of an investor presentation on their website. This presentation, dated May 26, 2026, contains forward-looking statements and is intended for use in discussions with investors and analysts. The document outlines significant risks and uncertainties involved and highlights the company’s plans to update the information as necessary. The investor presentation aims to provide insight into the company’s current standing and future outlook, addressing shareholder interests and maintaining transparency.
  • : Cohen & Co acquires Gordon Advisors in Michigan
  • : SEC 8-K (1.01): On March 6, 2026, Cohen & Company, Inc. entered into the Second Amended and Restated Limited Liability Company Agreement of Cohen & Company, LLC, its operating subsidiary. This agreement allows the Operating LLC to issue 'LTIP Units' that act as profits interests for U.S. federal income tax purposes. Key parties involved include Daniel G. Cohen (Executive Chairman), Lester R. Brafman (CEO), and Joseph W. Pooler, Jr. (CFO). The terms also establish conditions for conversion of LTIP Units into membership units of the Operating LLC with specific vesting and capital account limitations. The board retains authority over issuance and transfer of these interests, reinforcing strategic control over the company’s equity structure.
  • : SEC 8-K (1.01): On February 20, 2026, Cohen & Company Inc. entered into an Equity Distribution Agreement with Northland Securities, Inc. and Cohen & Company Securities, LLC for the sale of shares of the Company's common stock totaling an aggregate offering price of up to $75,000,000. The sales will occur as part of an 'at-the-market' program, with initial sales allowed up to $13,094,305, equating to one-third of the Company’s common stock held by non-affiliates. The Agreement includes standard representations and warranties, as well as a commission of 2.5% on gross proceeds for the Sales Agents. The arrangement will terminate once all shares are sold or by mutual agreement, underscoring its strategic significance for capital generation for the Company.

Leadership

  • Lester R. Brafman, Advisor
  • Daniel G. Cohen, Chief Executive Officer
  • Lesley Cawley, Chief Marketing Officer
  • Chris Bellamy, Chief Executive Officer
  • Mike Dellavalle, Market Leader, Technology & Life Sciences
  • Corey McLaughlin, Chief Operating Officer

Verified email and direct lines for Cohen & Co’s decision-makers are on Fundz. See plans — or book a 15-minute walkthrough.

Employee benefit plans

Cohen & Co files 3 employee benefit plans with the U.S. Department of Labor, including a retirement plan. The next plan year renews in Dec 2026.

Cohen & Co in the news

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About Cohen & Co: questions and answers

What does Cohen & Co do?

Cohen & Co is one of the top tax and accounting firms in the U.S. Founded in 1977, it offers assurance, tax, and advisory services to clients throughout the U.S. and worldwide. The firm serves a broad range of clients, including privately held companies, public and private funds, and Fortune 1000 multinational enterprises.

Where is Cohen & Co headquartered?

Cohen & Co is headquartered in Philadelphia, Pennsylvania, United States.

How many employees does Cohen & Co have?

Cohen & Co has about 980 employees.

Who leads Cohen & Co?

Daniel G. Cohen is a Chief Executive Officer at Cohen & Co.

What is the latest news on Cohen & Co?

On Nov 12, 2026, Cohen & Company Inc. Appoints Daniel G. Cohen as New CEO

Is Cohen & Co a public company?

Yes. Cohen & Co is publicly traded under the ticker COHN.

Source: Fundz records from SEC filings, press releases and company announcements. How Fundz measures data accuracy

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