Cohen & Company (COHN) Corporate presentation summary

Business overview and strategy

• Operates across Capital Markets, Asset Management, and Principal Investing, with Capital Markets as the main revenue driver, especially through Investment Banking and Sales & Trading activities.

• Focuses on advising and raising capital for frontier industries, enabling broader investor participation in growth sectors.

• Specializes in opportunities outside the traditional bulge bracket Wall Street banking model.

Investment banking performance and growth

• Achieved $81.6B+ in announced M&A transactions and $25.2B+ in announced financing transactions since 2021.

• Completed 65 IPOs totaling $13.6B in value and 95 strategic combinations with $81.6B in total announced value since 2021.

• Led the market in SPAC IPOs and De-SPAC advisory in 2025 and maintained strong momentum in 2026.

• Repeat sponsor share of deals reached 41%, with $49.5B in repeat sponsor total deal volume.

• Roadmap includes expanding managing director headcount, increasing average deal size, and deepening international presence.

Sales & trading platform

• Provides differentiated fixed income and equity platforms, with significant growth in institutional accounts since 2021.

• Institutional Mortgage Funding Program has $3.9B in recurring, fee-like revenue, serving mid to large mortgage originators.

• Institutional client base includes banks, credit unions, pension funds, and municipalities, with a 14-year track record.