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
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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.
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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
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Signed 6/2018 - Rescinded 2/2019
advisor to US diversified holding
Insurance Acquisitions Search assignment
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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
Israel's leading 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
Equity raising assignment
was advisor to
French Insurance company
Acquisition assignment
was exclusive advisor to top 2 Israeli bank
Acquisitions Search
was exclusive advisor to
Acquisitions assignments
initiated and advised under exclusivity
In the minority acquisition and strategic partnership with ERSM Grupo SA, the largest independent insurance broker in Spain
December 2022 - Amount of transaction undisclosed
initiated and advised under exclusivity
In the acquisition of top 3 largest independent broker in Spain Grupo Galilea
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April 2023 - Amount of transaction undisclosed
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was exclusive advisor to
Acquisition assignment
