Cohen & Co.
- February 2024: Cohen & Co.
Financial Advisory appointed by high-profile stock-exchange listed international insurer as exclusive sell-side financial adviser of larger insurance carrier
- October 2023: Seguros News Magazine recognized Cohen & Co. as a leading M&A adviser in Spain's brokerage sector in 2023, highlighting the firm's prominence in the Spanish insurance M&A market
- October 2023: The firm was identified as a leading financial adviser in Spain's insurance brokerage sector M&A activity
- February 2022: Cohen & Co.
Financial Advisory signed a new acquisition finance assignment with a Fortune 100 company, demonstrating the firm's capability to serve the largest global corporations
- August 2020: The firm expanded its senior team with the addition of François Faure, a senior banker and civil servant, strengthening its advisory capabilities
- February 2022: Signed four acquisition assignments of larger insurance brokers in Europe, reflecting continued growth in the firm's core insurance brokerage advisory practice
Andre J.
Cohen, Founder and Head of Global M&A at Cohen & Co., brings over 30 years of focused experience in fully-fledged M&A lead advisory assignments, corporate finance, and capital markets.
An MBA, Attorney at Law, and CPA, he gained extensive M&A expertise at first-tier US, UK, and French investment banks, the 'big four' accounting firms, and uniquely among career investment bankers, gained precious insight from the client side when working at a world sector leader corporate.
His depth and diversity of deal experience, combined with rigorous professionalism, are distinct advantages appreciated by long-term clients, primarily from the US, UK, and France.
The senior team also includes:
- Robert Cohen: Advisor partner for UK & Ireland
The firm's leadership collectively brings multidisciplinary academic backgrounds and diverse deal track records, with experience spanning multiple investment banking platforms and corporate environments.
The following Cohen & Co.
Financial Advisory client selection represents assignments exclusive of any work advised by directors during their previous investment bank careers:
Insurance and Financial Services:
Fund Placement Clients:
Financial Advisory is a specialist insurance midmarket international financial advisory boutique founded by former bankers from first-tier US, UK, and European investment banks.
The firm operates as one of the leading placement agents in the EMEA region, providing dual expertise in both M&A advisory services focused on the insurance sector and fund placement services through its group company Cohen Brothers Financial Services Israel.
The firm differentiates itself through deep specialization in insurance-related transactions across all segments, from control acquisitions of carriers to portfolio deals, joint ventures, strategic partnerships, insurtech investments, insurance broker acquisitions and sales, and reinsurance contract sourcing.
This comprehensive approach to the insurance value chain sets Cohen & Co. apart from competitors in the financial advisory landscape.
Collectively, Cohen & Co. advisors gather well over a century of experience dealing with multinationals and family-owned businesses in the EMEA and USA regions, based upon their former senior investment banking positions, multidisciplinary academics, and diverse deal track records.
The firm's specialization, extensive cross-border expertise, proactive methodology, high seniority, and collective knowledge assets give it substantial competitive advantages in serving clients throughout European, Middle Eastern, and African markets.
M&A Advisory Services
In the insurance sector, Cohen & Co. advises throughout EMEA markets on all transaction segments including control acquisitions of carriers, portfolio deals, joint ventures and strategic partnerships, investments in insurtech young companies, acquisitions or sales of insurance brokers, and sourcing of reinsurance contracts.
The firm also provides services in capital raising, private placements, financing search, leveraged buyouts (LBOs), management buyouts (MBOs) and owner buyouts (OBOs), company valuations, and validation services.
Fund Placement Services
Through its group company Cohen Brothers Financial Services Israel, the firm offers local placement agent and third-party marketing advisory services targeting Israeli institutional investors, family investors, and duly qualified investors since 2007.
The firm has advised in excess of 10 carefully selected best-of-breed world majors and midsize high-performing managers from the US and Europe.
Israel represents an attractive market with a USD 400 billion+ AUM equivalent defined contribution pension market featuring deep international diversification requirements.
Cohen & Co. positions itself as a professional, long-established, internationally-trained placement agent on the ground, offering potentially high rewards to competitive managers from around the world seeking to market their products in this liberal jurisdiction for professional investors.
Financial Advisory maintains a strategic presence across key European and Middle Eastern financial centers to serve its EMEA client base:
- Paris: Tel +33 (0) 6 07 06 87 78
This multi-jurisdictional presence enables the firm to provide localized expertise while maintaining coordinated cross-border transaction capabilities across insurance and fund placement advisory services.
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 firm's extensive client roster demonstrates its capability across the insurance and financial services spectrum.
In fund placement services, a notable endorsement comes from Amundi, a world top 10 major asset manager with over USD 1 trillion AUM equivalent.
Jean-François Pinçon, former Head of International Distribution at Amundi, stated: "Andre Cohen and Cohen Brothers Israel have been Amundi's third-party marketer and placement agent for the Israeli market from 2010 to 2013.
During that period they have been able to generate business for our alternative investment range of products to our entire satisfaction."
The firm's fund placement client portfolio has included prominent names such as Amundi Alternative Investments Inc., SL Capital Partners (now Standard Life Aberdeen), HDF Finance (Rothschild Bank), Financière de Champlain (now Ecofi), Ayaltis AG, Stralem Inc., Pareto Forvaltning, Pareto Staur Energy, and LBO France, serving as exclusive placement agent for many of these world-class fund managers and asset managers from the US, UK, France, Switzerland, and the Nordics.
Cohen & Co. differentiates itself through thorough specialization, technicality, and expertise in M&A and corporate finance operations, particularly in its core area of insurance.
The firm's insurance expertise encompasses all segments of the value chain, providing comprehensive coverage that competitors typically cannot match.
Key specialization areas include:
Insurance Sector Expertise:
Geographic Focus:
Fund Placement Specialization: Through Cohen Brothers Israel, the firm specializes in representing best-of-breed asset managers and private equity funds seeking access to Israel's USD 400 billion+ defined contribution pension market.
This niche focus on the Israeli institutional investor market represents a unique capability among international placement agents.
Find elite private equity placement agents for your needs to compare services, expertise, and market positioning across the industry.
Connections and relationships discovered through our knowledge graph showing how Cohenco relates to other entities in our coverage.
Loading deal graph...
Unlike PE News and other paywalled sources, all our coverage is freely accessible. Here's what we've written about Cohenco:
Comprehensive profile covering Cohenco's services, team, recent deals, and market position in the private equity placement agent industry.
Stay tuned for in-depth articles, deal analysis, and industry insights about Cohenco.
Want to stay updated on Cohenco? Browse all articles →