About Us Cohen Capital Advisors combines the direct investment banking knowledge you expect with the personalized service approach you desire. An affiliate of Cohen & Company, Ltd., a Northeast Ohio based accounting and consulting firm, our firm was created specifically to help closely-held and middle market companies achieve their goals. Unique to many such firms, Cohen Capital Advisors uses its own licensed broker-dealer (Cohen Capital, Ltd.) so it can assist in a wide range of services, including those that involve securities transactions. As one of many related companies we can, where the client desires, provide seamless consulting services in a broad range of areas that are natural bi-products of the deal process. Sequoia Financial Group can provide financial planning and asset management. Cohen & Company can provide in-depth due diligence services, comprehensive tax planning, financial statement preparation, business valuations, human resources consulting and sourcing, and CFO/controller interim services. It’s important for clients to know that both related companies have common, not identical ownership, but operate independently. Although rooted in the Midwest, our client work and professional relationships take us across the U.S. and around the globe. In particular, as an independent member of Baker Tilly International, we communicate regularly with other investment banking firms and can draw upon the strength and expertise of the network in more than 95 countries. We regularly attend major industry conferences and association meetings allowing us to personally strengthen our network of private equity groups, deal attorneys and other merger and acquisition professionals that can assist us in providing value to our clients. We also subscribe to the leading financial and business information solutions provider, Capital IQ. Through this powerful tool, we can draw market insights, leverage relationships and simplify the M&A process.