Sequoia Financial Group
Sequoia Financial Group is Cohen & Company's preferred financial services provider. An SEC registered investment advisor, Sequoia offers a comprehensive array of services in the areas of financial planning, estate planning, asset management, retirement plans, family office, insurance and group benefits. Sequoia is a separate company with common, but not identical, ownership to Cohen & Company.
For more information visit sequoia-financial.com or call 330.375.9480.
Cohen Fund Audit Services
Cohen Fund Audit Services is a specialty audit and tax practice focused exclusively on the investment industry. Our services include mutual fund audits, fully disclosed brokerage audits, hedge fund and investment partnership audits, specialized industry tax consulting and preparation, and global investment performance standards (GIPS®) verification.
For more information visit cohenfund.com or call 440.835.8500.
Cohen Flordia, An Affiliate of Cohen & Company
The firms of KGLC, Mercurio & Bridgford, and Lanese & Associates merged in 2010 to form Cohen Florida, a leading regional CPA firm and an affiliate of Cohen & Company. With more than 30 locally-based professionals in the Orlando, Sarasota and Tampa areas, Cohen Florida provides a wide range of accounting, consulting and financial services to businesses and individuals.
For more information please visit cohenflorida.com or call 407.869.8900.
Raintree Capital Partners
Raintree Capital Partners provides investment banking services to privately-held, middle market companies with sales of $10 to $100 million. The firm provides a broad range of services, including buy-side and sell-side representation for mergers and acquisitions, capital-raising assistance and turnaround management services. Other related services include exit and succession strategy planning, corporate acquisition development, debt and equity placements, and refinancing assistance. Securities offered through SFI Investments, LLC, Member FINRA, Member SIPC and an affiliate of Raintree Capital Partners.
For more information please visit raintree-capital.com or call 216.774.1100.
Cohen Healthcare Consulting
A subsidiary of Cohen & Company, Cohen Healthcare Consulting provides operational, financial management and strategic insight and practical advice to help clients in the healthcare industry achieve an efficient, well-managed operation. Cohen Healthcare works in multiple settings, including independent small, medium and large multispecialty physician groups, MSO, PHO, hospitals, health systems and ambulatory surgery centers.
Learn more about Cohen Healthcare Consulting.
Baker Tilly International
Cohen & Company is an independent member of Baker Tilly International—a network of high-quality, independent accountancy and business services firms, all of whom are committed to providing the best possible service to their clients. Baker Tilly International is one of the world's top 10 accountancy and business services networks, currently represented by 150 independent member firms in 100+ countries. Our access to this network provides clients with expert resources around the globe.
For more information visit bakertillyinternational.com.
Cohen & Company is an independent member of Baker Tilly International. Baker Tilly International Limited is a United Kingdom company. Each member firm is a separate and independent legal entity. Baker Tilly UK Group LLP, the independent member of Baker Tilly International in the United Kingdom, is the owner of the Baker Tilly trademark. Neither Baker Tilly International nor any of its member firms has any liability for each other's acts or omissions. Baker Tilly is a trademark of the UK firm Baker Tilly UK Group LLP, used under license.