Strategic Financial Counsel
for Critical Decisions.
Discretion. Expertise. Results. Cohen Capital Markets delivers institutional-grade advisory to companies navigating the most consequential moments of their lifecycle.
A Trusted Advisor
at Every Stage.
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.
"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.
About the FirmWe 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.
Six Service Lines.
One Standard.
Buy-side and sell-side representation, fairness opinions, MBOs, recapitalizations, and integration planning — built on independence from the first conversation to closing.
Learn MoreEquity capital raises, private credit, convertible and hybrid instruments — structured to attract the right capital at the right terms, with investor targeting and roadshow preparation.
Learn MoreTwelve to thirty-six months before a planned listing: governance build, financial reporting readiness, underwriter selection, and dual-track process management.
Learn MoreInbound and outbound advisory across North America, Europe, and Asia-Pacific — including CFIUS, FDI advisory, tax-efficient structuring, and multi-jurisdiction governance.
Learn MoreLiquidity analysis, lender and creditor negotiations, out-of-court restructuring, Chapter 11 financial advisory, and Section 363 asset sales — when speed and credibility matter most.
Learn MoreBoard-level counsel on competitive positioning, market entry, portfolio rationalization, and capital allocation frameworks — structured to complement, not displace, internal management.
Learn MoreNine Industry Verticals.
Capital Markets in 2026:
What Has Changed, and What Has Not.
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
Ready to Begin a
Confidential Conversation?
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.