Discretion. Expertise. Results. Cohen Capital Markets delivers institutional-grade advisory to companies navigating the most consequential moments of their lifecycle.
Cohen Capital Markets is a boutique financial advisory firm headquartered in New York City. We serve middle-market companies, family-owned businesses, and institutional clients navigating transformative events — from capital raises and acquisitions to restructurings and public listings.
Our independence is our edge. With no proprietary trading desk and no cross-selling pressure from a retail banking division, our counsel is unconstrained by institutional conflicts of interest. Every recommendation we make is driven solely by your objectives.
About the Firm →"The clients who need the best financial advice most are not always the ones who get it. We exist to level that playing field."
Every engagement starts with a preliminary conversation at no cost or obligation. We will tell you honestly whether and how we can be useful — before any agreement is signed.
We have no proprietary trading desk, no retail brokerage, and no investment banking cross-selling pressure — only your interests. Our advice is unconstrained by what else we might want to sell you, which is the only way to give advice worth taking.
Every engagement is conducted with strict confidentiality. Our clients trust us with sensitive strategic and financial information, and we protect that trust absolutely — during an engagement, after it concludes, and permanently.
We maintain the analytical and process standards of the most demanding institutional clients because we believe every client deserves that level of rigor and attention, regardless of transaction size or firm profile.
The capital markets have reset. Private credit has displaced leveraged lending in the mid-market. The IPO window is open for the first time at scale since 2021. The fundamentals that make a transaction succeed have not changed.
Read →CFIUS has materially expanded its jurisdictional reach in the past eighteen months. Every inbound cross-border transaction touching U.S. critical infrastructure, technology, or data now requires a pre-deal regulatory map.
Read →Companies that begin IPO readiness work 24 months before a target listing date consistently achieve better outcomes than those that begin 12. The governance, audit, and investor-relations work cannot be compressed without cost.
Read →The capital markets have reset. Private credit has displaced leveraged lending in the mid-market. The IPO window is open for the first time at scale since 2021. Cross-border deal volume is recovering, under a CFIUS regime that has materially expanded its jurisdictional reach. The fundamentals that make a transaction succeed — senior judgment, independence, and speed — have not changed.
Read the Perspective →"The firms that closed in 2025 did so because they had senior advisors in the room who understood the regulatory environment as well as the transaction mechanics. That combination is rarer than it should be."
— Cohen Capital Markets · Perspectives · May 2026
Every engagement starts with a preliminary conversation at no cost or obligation. We will tell you honestly whether and how we can be useful.
We respond to every substantive inquiry within one business day.