Cohen & Co.
Financial Advisory
Clients
Cohen & Co. and its founders have advised in excess of 300 clients over their investment banking careers in the EMEA region ranging from World top 10 multinationals to family-owned businesses
The following Cohen & Co. Financial Advisory client selection is exclusive of any assignment advised by our directors during their previous investment banks careers. Client, target names and amounts undisclosed where disclosure was not authorized.
Insurance and Financial Services
initiated and was financial advisor
to US life insurer Global Bankers
in the acquisition of Pramerica Life SpA, an Italian subsidiary of world top 10 insurer Prudential Financial
Signed 6/2018 - Rescinded 2/2019
advisor to US diversified holding
Acquisitions Search assignment
Dec 2013 - Oct 2018
was exclusive advisor to
Top 10 World Insurer
Successive Acquisition assignments
was exclusive advisor to #1 Health & Protection Mutual in France
Acquisitions Search assignment
was exclusive advisor to top 5 Mutuals in France
Acquisition assignment
was exclusive advisor to
Top 3 Israeli insurer
Sale assignment
was exclusive advisor to France top 10 corporate broker
Acquisitions assignments
was advisor to
# 1 Financial Group in Andorra
Sale assignment
was exclusive advisor to French top 10 insurance broker
Acquisitions assignments
was exclusive advisor to French insurance broker
Acquisitions assignments
was exclusive advisor to French insurance broker
Information & Assurances
Sale
exclusive advisor to
Assurtech company
exclusive advisor to
Assurtech company
was advisor to
FinTech company
Equity raising assignment
was exclusive advisor to top 2 Israeli bank
Acquisitions Search
was exclusive advisor to
Acquisitions assignments
Other sectors: Tech, Consumer Goods, Distribution, Hospitality and Real Estate
was exclusive advisor
Acquisition assignment
was exclusive advisor to
Acquisitions assignments
was exclusive advisor
Luxury Hotel in Paris
Sale assignment
was exclusive advisor
Acquisition & Strategic
Shareholders agreement
was exclusive advisor
Premium personal
care company
Sale
was exclusive advisor
Family Office - Retail
Acquisition assignment
was exclusive advisor to
Family Office - Wholesale
Sale assignment
advisor
MarkTech company
Equity raising
